AgentticCRM
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CRM for agencies: every account, from proposal to the monthly invoice

An agency runs many accounts at once, and each one has something open: a proposal awaiting an answer, a project waiting for the client's copy, an invoice to collect. In AgentticCRM each client has a record with all of that inside, your team works from the same records, and your client approves, sends what's missing and pays from their portal.

  • Proposals from your catalog, accepted in the portal
  • Monthly fees invoiced on their date
  • What you need from the client, assigned to them
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app.agentticcrm.com/app/clients
Sample screen with fictitious data.

How your agency runs an account in AgentticCRM

  1. The inquiry comes in

    Through your website form, an email or a WhatsApp message, and it enters the Sales pipeline with an owner and a next step.

  2. You send the proposal

    With the services from your catalog, their photos and their prices. Your client reads it and accepts it in their portal.

  3. You open the project

    With phases and tasks for your team, and the tasks that are the client's: the copy, the design sign-off, the domain access.

  4. You share progress and files

    Your client follows the phases in their portal, and videos and final artwork reach them through File transfers, up to 2 GiB per transfer.

  5. You invoice every month

    The accepted proposal becomes an invoice, the monthly fee goes out on its date and extra hours come from tracked time.

All your agency's accounts on one screen

On Monday morning an agency needs to know three things: which proposals are awaiting an answer, which deals are about to close and who has already paid. In AgentticCRM you see them together: proposals with their value, the pipeline with what's open, weighted by probability and won, and recent invoices with their status.

Below are your top clients, so you see which accounts your month depends on.

See Proposals

app.agentticcrm.com/app/proposals

What your agency uses every week

  • Monthly fees

    Schedule each client's fee for the day you choose, from the 1st to the 28th. With automation on, the invoice is generated and sent on its date; if you'd rather check it first, you generate it yourself.

  • Extra hours and client expenses

    The project's billable time and expenses marked as rebillable reach the invoice as lines, without typing them again.

  • Tasks for your client

    You assign what's missing and they get a notice in their portal and an email with a link to confirm it, even without an account.

  • Recurring tasks

    Each client's monthly report or campaign review is created on its own every week, month, quarter or year.

  • Large files

    Up to 20 files and 2 GiB per transfer, with a link your client opens without an account and that expires after 24 hours.

  • Your agency's WhatsApp

    Your clients' messages arrive in a shared inbox, each conversation next to its client, and whoever handles it takes it with Claim.

Client portal accounts don't count as users on your plan: give access to every person at your client who has to approve, send files or pay.

Questions from agencies

Can I charge a fixed fee plus extra hours?

Yes. The fee runs as a recurring invoice and extra hours come from the project: AgentticCRM prepares a draft with the billable time not yet charged, at its hourly rate, and what was already invoiced is never charged twice.

Does my client see my team's internal work?

No. In their portal they see their proposals, their invoices, the progress you mark as visible and the tasks you assigned them. Internal comments, rates and everything about your other clients stay inside your agency.

See the Client portal
Can I have a different price for each client?

Yes. The catalog keeps each service's price and in the proposal you change it for that client only. The catalog stays as it is, and proposals already sent keep their price.

How do I bring my clients over from a spreadsheet?

You upload the Excel or CSV file, match the columns and review each row before saving. Your price list comes into Services and products the same way.

See Data import and migration
How do I know whether AgentticCRM fits my agency?

Answer the six questions in the fit test and we tell you what AgentticCRM covers of the way your agency works and what depends on the plan.

Take the fit test

The features agencies use most

Show us how your agency runs an account

In a 15-minute demo we take a real account from your agency and follow it in AgentticCRM: the proposal, the project, what your client sees and the monthly invoice.

Request a demo See plans and pricing

Prefer to explore on your own? Work out your current costs, see how the Assistant works or use the CRM evaluation guide.

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