AgentticCRM
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A CRM for consultancies and firms, from the first meeting to the invoice

A consultancy sells what its team knows, and charges for it by the hour, by project or with a retainer. In AgentticCRM each client has a record with its meetings, projects, documents and invoices; your team tracks time where it works and the invoice comes from that time, at the agreed rate.

  • Meetings your client books without emailing you
  • Tracked hours that reach the invoice
  • Answers from your documents, with their source
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app.agentticcrm.com/app/calendar
Sample screen with fictitious data.

An engagement at your firm, from the first meeting to payment

  1. The client books the meeting

    They pick a time on your booking page, without an account, and the meeting lands in your calendar with the video call link.

  2. You send the proposal

    With what it includes and what it doesn't, in formatted text, and your client accepts it in their portal.

  3. Your team tracks the hours

    Each consultant logs time on the task, with the timer or by hand, and the total adds up in the project.

  4. You write the reports

    Minutes, assessments and reports are written in Documents, by several people at once and with their version history.

  5. You invoice the period

    AgentticCRM prepares the draft with the hours not yet invoiced, at their rate, and you record payments, partial or full.

Collected and spent, month by month

A firm's partners want to see whether the month leaves a margin. AgentticCRM shows it with your own figures: collected against spent each month and every payment that came in, with its method.

Reports has the rest: who owes you and since when, which clients your billing depends on and where the spending goes, in tables you download as CSV for your accountant.

See Reports

app.agentticcrm.com/app/invoices

Your firm's procedures, answered with their source

Upload your manuals, policies and templates to the Knowledge base as PDF, Word, Markdown or text. Your team searches them there or asks the chat, which answers from those documents and links the one each answer comes from.

Each person gets answers only from the documents their role lets them see, and collections keep processes, services and support apart.

See Knowledge base and chat

What protects your clients' information

  • Your own roles

    Create roles such as Partner or Consultant and decide what each one sees and does: someone can work their tasks and tickets without access to Invoices or Reports.

  • Confidential sends

    A password or private detail travels encrypted in a temporary link that's deleted when the recipient is done, or after 48 hours.

  • Internal notes

    Notes in the client record and comments on each task never leave your team or show up in their portal.

  • Activity log

    Who created, changed or shared each record is logged with the date, and so is every sign-in.

Questions from consultancies and firms

Can I charge by the hour and also a fixed project fee?

Yes. In Services and products each service says whether it's charged once, by the hour or on a recurring basis, and a proposal can combine all three. Project hours are invoiced at their rate and a monthly retainer is scheduled as a recurring invoice.

Can my client book a meeting without writing to me?

Yes. You publish your booking page with your hours and meeting types, the client picks a slot without an account and the meeting lands in your calendar with a Jitsi, Zoom, Google Meet or Teams call.

See Calendar, booking and video calls
Does the knowledge chat send my documents to another service?

Search runs inside AgentticCRM. When you use the chat, only the passages that answer that question go to the AI provider your organization connected, to write the answer.

Can I share a report with my client without giving them an account?

Yes. From Documents you create a read-only public link that opens without an account and keeps the formatting. If it reaches the wrong person, you regenerate it or revoke it.

See Documents
How do I know whether AgentticCRM fits my firm?

The fit test asks you six questions about how your firm works and tells you what AgentticCRM covers and what depends on the plan.

Take the fit test

The features consultancies use most

Show us how your firm invoices an engagement

In a 15-minute demo we follow a real engagement from your firm: the meeting, the proposal, the team's hours and the period's 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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