AgentticCRM
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CRM for client service teams: every request with its owner

A client service team gets questions by email, on WhatsApp and through the portal, and needs to know who answers each one, what the client was promised and what has waited longest. In AgentticCRM everything arrives in a shared inbox, every conversation stays next to its client and every formal request is a ticket with a priority and a deadline.

  • Email, WhatsApp and forms in one inbox
  • What has waited longest, always on top
  • Saved replies for the whole team
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Sample screen with fictitious data.

How work is shared out in a shared inbox

  • Unassigned

    New messages land there until someone clicks Claim. From then on the conversation has an owner and nobody else answers it by mistake.

  • My inbox and the organization's

    Each person sees their own conversations, and whoever has the permission sees the whole queue to share out the work.

  • Every conversation with its client

    Email recognizes the sender by their address and on WhatsApp you confirm it. From then on, the conversation lives in the client's record.

  • Saved replies

    A shared catalog of texts for the usual questions, which you adjust before sending without erasing what you'd already written.

  • Tickets with a deadline

    Anything that needs formal follow-up becomes a ticket with a priority, and if it goes longer without a reply than allowed, it turns red.

  • If someone leaves the team

    Their conversations stay in each client's record, with their whole history, for whoever takes their place.

The same answer, whoever gives it

Two people on the same team shouldn't answer the same question differently. With the Knowledge base and chat, whoever is handling it asks and gets the answer from your procedures, linked to the document that backs it.

On a hard ticket, Analyze with AI reads the conversation and its screenshots, checks your documentation and similar tickets, and leaves an internal note with the likely diagnosis. What the client is told is up to your team.

See Knowledge base and chat

Your client checks the status without writing to you

In their Client portal, each client opens their tickets, sees what state each one is in and replies in the same thread. They get an email with every public reply, and your team's internal notes never show up on their side.

If they reply to a ticket that's already resolved, it reopens on its own, so a “still not working” doesn't get filed away.

See Support tickets

Questions from client service teams

Can several people handle the same WhatsApp number?

Yes. Your organization's number has a shared queue: each conversation shows its owner and whoever has the permission sees the whole queue.

What happens if I reply on WhatsApp after 24 hours?

For 24 hours after your client's last message you reply with free text. After that, the editor switches to your approved templates and shows you the exact message before it's sent.

How do I know what to handle first?

The Main dashboard counts urgent tickets, those without an owner and those waiting for their first reply. In the ticket list, the ones past their deadline show in red.

Does the AI analysis reply to the client?

No. The analysis stays as an internal note for your team. If you work with a connected ChatGPT or Claude, it can also reply to a ticket when you ask it to, with the role of the person asking and in the same thread.

Can I bring my support history from another system?

Yes. You import tickets with their original dates and each message under the name of whoever wrote it, even if they've left your team. Your clients get no emails from the import.

How do I know whether AgentticCRM fits my team?

The six fit-test questions show you what AgentticCRM covers of the way your team serves clients and what depends on the plan.

Take the fit test

The features client service teams use most

Show us how your team serves clients today

In a 15-minute demo we follow a real request, from the client's first message to the reply and the closed ticket.

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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