AgentticCRM
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For consultancies

CRM for consultancies: projects, time, and billing

What was agreed, who is running it, where the hours went and what you learned along the way: all written down, and all reusable.

When this helps

CRM for consultancies managing scope, expertise, and hours

It fits best when you have to dig out the original proposal to know what is in scope, the good answers live in private notes, and invoicing waits for somebody to piece the month back together.

  1. What has to be delivered is split between the proposal, some notes and somebody’s memory.

  2. If that one person is on holiday, the work stops.

  3. The invoice waits for somebody to tie the hours back to the project that spent them.

How your team works

From the first conversation to a project anyone can explain

Keep the client, agreement, tasks, owners, and knowledge gained during the project connected.

  1. Confirm what they need, whether it fits what you do, and who is going to shape it.

  2. Write down what is in, what is out, what you are assuming and when you will check, before you start.

  3. Work with owners, dates, and decisions visible within the project.

  4. Keep the reasoning and the result, so the company carries on even when that person is away.

Features you will use

CRM for consultancies managing scope, expertise, and hours

Delivery and projects

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

See this feature

Practical benefits

Keep team knowledge available when someone is away

  1. Keep the approved scope available when delivery begins.

    See the complete benefit

  2. What you already solved once is there for next time.

    See the complete benefit

  3. See project status without asking for a separate report.

    See the complete benefit

What you need to know

We keep the project in order; the judgement is yours

  1. We keep the agreement and the decisions. The judgement, the research and the method are yours.

  2. A draft or a project file does not become a reusable answer until somebody publishes it on purpose.

  3. Who sees the hours, the costs and the margin depends on the plan and on each person’s role.

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.

Agencies

For teams that move from brief and proposal to production, review, support, and invoicing across several accounts at once. The advantage is keeping the agreement and ownership visible.

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 a real consulting project

We follow the agreement, who is running it, the hours and what was learned — without pretending the system supplies your method.

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