AgentticCRM
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For agencies

CRM for agencies: clients, projects, and billing

The client, the proposal, the work and the invoice in one place. And your client logs in to see their own, without glimpsing anything else.

When this helps

For agencies with several clients open at once

Ideal when the same information is repeated in client notes, proposals, project tools, and invoices.

  1. Five clients at once, each with something open, and all of it in your head.

  2. What was promised shifts a little every time it moves from one team to the next.

  3. Every client update has to be written by hand, because it is never clear what you can show them.

How your team works

From what the client asks for to work with an owner and an invoice

Keep client information connected from proposal through delivery and payment, while separating internal work from what you share with the client.

  1. Write down what the client needs and put it on their page before anyone starts interpreting it.

  2. Turn what they need into something concrete you can read, argue about and accept.

  3. Turn the agreement into assigned tasks and share only the appropriate progress with the client.

  4. Take what was delivered through to the invoice, the payment and the story that continues with that client.

Features you will use

For agencies with several clients open at once

Delivery and projects

Check owners, dates, and progress without asking for another report

See this feature

Practical benefits

Run more accounts without working more hours

  1. Keep the client’s complete history in one place.

    See the complete benefit

  2. See at a glance who owns each item.

    See the complete benefit

  3. Keep sales conversations visible when delivery begins.

    See the complete benefit

What you need to know

Centralize information without showing everything to everyone

  1. We give you somewhere to keep the work in order. We do not give you an agency methodology or a ready-written customer-service manual.

  2. Clients see only the information your team chooses to share in their portal.

  3. Invoices, payments and margin, to run the operation. The legal accounting is still your accountant’s job.

Choose your business type

Find the one that most resembles how your company sells, delivers and looks after people, and follow the route that goes with it.

Consultancies and professional firms

For firms that sell judgement, hours and deliverables. The system has to leave the assignment understandable even when the person who knows most is away.

View this solution

Studios and technical teams

For product, engineering, design and data teams that turn a scope into staged work. The technical side stays with the team, and the client sees the decisions and progress that are theirs.

View this solution

Client service and support teams

For teams whose product is the relationship: requests arrive from everywhere, who answers matters, and the client needs a reliable place to see how their work is going.

View this solution

CRM for service businesses

What a CRM for service businesses is, and how AgentticCRM puts the client, the sale, the work, the support and the invoices in one place.

View this solution

Find out if AgentticCRM is right for your team

Answer six questions about how you sell, deliver, and get paid. In one minute, you will know whether AgentticCRM covers the main part of your operation. No sign-up required.

Answer the six questions See the calculators

Choose what you want to explore next

Choose what matters most right now: product fit, getting started, pricing, or security and control.

  1. Compare AgentticCRM with other CRMs

    Compare how each CRM supports sales, delivery, client service, and billing before choosing.

    Open comparison guides

  2. Plan your data migration

    Inventory your information, assign owners, test the import, and expand the migration in stages.

    Open the migration plan

  3. Compare plans and features

    Compare current plans, prices, included features, limits, and setup options.

    Review pricing

See AgentticCRM with your agency’s real workflow

In a demo of up to 15 minutes, we review how you currently manage the client, proposal, work, and invoice, and what information the client should see.

Request a demo See the product map See plans and pricing

Prefer to explore on your own? work out your current costsSee how the Assistant worksuse the CRM evaluation guide