AgentticCRM
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A CRM for service businesses, from first contact to payment

In a service business, closing the sale is half the work with a client: then come the project, the team's hours, the invoice, payment and the questions that follow. AgentticCRM keeps all of it with each client, from their first inquiry, so your team stops copying data between the CRM, the project tool, email and the spreadsheet.

  • One record per client, from inquiry to payment
  • Your client approves, follows their project and pays in their portal
  • The Main dashboard tells you what needs you today
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Sample screen with fictitious data.

A sales CRM and a CRM for service businesses

Both handle contacts and deals. The difference is everything that happens after the client accepts.

A sales CRM

  • Contacts, deals and sales follow-up
  • Goes as far as the client's yes
  • Used mostly by the sales team
  • Shows the pipeline and the forecast

A CRM for service businesses

  • Plus proposals, projects, tickets, invoices and payments
  • Carries on through the project, payment and support
  • Used by sales, projects, support, administration and leadership
  • Shows the pipeline, the work under way and what you're owed

In AgentticCRM the Sales pipeline is the first part of the journey: everything that comes after stays in the same client record.

A client's journey in AgentticCRM

  1. The inquiry arrives

    Through a form, an email, a WhatsApp message or a booking, and it lands in the Sales pipeline with its owner.

  2. The proposal goes out

    Built from your services and prices. Your client accepts it in their portal and the deal is marked as won.

  3. The project starts

    With phases, tasks and owners. Your team tracks its time and your client follows the progress you show.

  4. You invoice and collect

    The accepted proposal becomes an invoice with the same lines, and each payment brings the balance down until it's settled.

  5. You handle what comes next

    The client's questions arrive as tickets or in the Inbox, next to the rest of their history.

What each team finds in the same record

  • Sales

    Deals with their stage and next step, and proposals with the client's answer.

  • Projects

    Phases, tasks, tracked time and what's pending on the client's side.

  • Support

    Tickets with their priority and email and WhatsApp conversations.

  • Administration

    Invoices, payments, credit in the client's favor and expenses rebilled to them.

  • Leadership

    What each client brings in, what they owe and since when, on the Main dashboard and in Reports.

  • Your client

    In their portal, their proposals, invoices, projects, meetings and tickets, and nothing else.

Signs your business is using too many tools

The same client detail lives in three apps and no longer matches. Starting a project means rebuilding by hand what was agreed. Nobody knows what a client brings in without cross-checking spreadsheets. And when the client asks how things are going, someone has to put the answer together.

With one record per client, each detail is entered once and every team works from the same information.

AgentticCRM for your kind of business

Questions about a CRM for service businesses

What is a CRM for service businesses?

It's a tool that keeps each client together with everything that comes after the sale: proposals, projects, hours, tickets, invoices and payments, as well as their contacts and deals. That way anyone on the team can pick up a client without searching several tools.

Does it work for a small team?

Yes. You start with the plan that fits your team and move to a bigger one as you grow, without moving your data. Your clients' portal accounts don't count as users.

See plans and pricing
What about my accounting?

It stays with your accountant. AgentticCRM handles your clients' invoices, payments and expenses, and Reports gives you the CSV tables your accountant needs.

How does AI work in AgentticCRM?

The Assistant prepares the work and a person reviews it before anything changes. If you connect ChatGPT or Claude, they work with the role of the person they represent, and every change is logged so it can be reviewed and undone.

See CRM with AI
How do I check whether AgentticCRM fits the way I work?

Take the fit test: six questions about how you operate, and the result tells you what AgentticCRM covers, what depends on the plan and what another tool handles better.

Take the fit test

Walk us through one of your clients

In a 15-minute demo we follow a real client of yours through AgentticCRM, from the first inquiry to the paid invoice and support.

Request a demo See every feature 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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