Solution by segment
CRM for agencies
An agency lives on post-sale work: proposals, projects, tickets and invoices for each account. AgentticCRM connects them to one client record and shows the client their progress in a portal, without exposing the team’s internal work.
What slows an agency without a connected operation?
- Proposals in one tool, projects in another, invoices in a third.
- Retyping the approved scope to start the project.
- Answering “how is my work going?” by assembling the status by hand.
- Not knowing which account is profitable until month-end.
What does client-to-cash look like at an agency?
The client approves the proposal in their portal; that approval creates the project and its tasks. The team works, opens and resolves tickets, and the invoice comes from the work done. The client sees proposals, progress and invoices in the same place they approved.
What does an agency measure with this?
- Proposal approval time.
- Profitability per account and per project.
- Workload and tickets per owner.
It is an application of the general CRM for service businesses model. If you’re a consultancy, see CRM for consultancies.
Frequently asked questions
What should a CRM for an agency have?
Client-approved proposals, projects and tasks per account, support tickets, invoicing and a portal where the client sees progress. All tied to the same client record so nothing is retyped.
Can the client see the team’s internal work?
No. The portal shows proposals, projects and invoices; internal comments and team notes are never exposed. That boundary is what makes the portal trustworthy.
Does it work for agencies with many clients at once?
Yes. Each client has its record, portal and permissions; the team sees workload per owner and profitability per account without mixing information across clients.
Walk your agency operation with us.
We’ll show the path from proposal to payment, client portal included.