Marta Solís
Elena, I added you to this task: Casa Ceiba wants to review the pieces on Tuesday, before the month-end close.
A CRM for studios, from the requirements document to a running project
A studio sells a scope and turns it into phases, tasks and hours for a technical team, while the client waits for news and sometimes has to send something before work can continue. In AgentticCRM you upload the requirements document and get a plan of phases and tasks to review, every task has an owner and a date, and your client follows the progress you choose to show.
- A plan of phases and tasks from your document
- Each project's access details, encrypted
- Alerts from your systems that become tickets
A task screen in AgentticCRM with fictitious data: its code and title, the status and priority, the description, the subtasks with their owner and progress, and the team's comments. On the right, the details: status, priority, dates, the people responsible, who assigned it, the client it is related to, whether it repeats and whether it is billable at an hourly rate. A subtask is marked done. Further down, the Time card: the running timer is stopped and its time is logged; then thirty minutes are logged by hand with a note, and the total hours and their amount update.
A project at your studio, step by step
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You upload the requirements document
When you create the project, AgentticCRM proposes its phases, tasks and subtasks with dates, and the project is created when you click Create project.
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You split up the work
Each phase has its owner, and each task its owners, priority and date. Large work is split into subtasks.
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You ask the client for what's missing
Content, a sign-off or an access is assigned to the person at your client who has to sort it out.
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Your team tracks time
With the timer when starting or by noting the minutes afterwards, on the same task.
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You invoice the hours or what was agreed
The project produces a draft with the billable time still to charge, or you turn the accepted proposal into an invoice.
What every project at your studio has
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Phases with actual dates
Each phase keeps its planned date and its actual one, so you see where the schedule moved.
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Access details and credentials
The project's links, files and credentials, encrypted. Every time someone reveals one, it's recorded.
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Comments with screenshots and video
Mentions, files and YouTube, Vimeo or Loom videos next to the task they're about.
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Projects at risk, in time
When a project is at risk or off course, you mark it and it shows on the Main dashboard before the client asks.
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A connected ChatGPT or Claude
From the assistant you already use, it opens the project, creates its phases with dates and owners and puts them in order, with the role of the person asking. Every change is logged so it can be undone.
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Large files for the client
Builds, mockups and videos of up to 2 GiB per transfer, with a link that expires after 24 hours.
Your team's load, before you promise a date
Before taking on a new project, it helps to know how the current ones are going. AgentticCRM shows how many projects are on track, what's due next and how far along it is, and the five people carrying the most open tasks, with the ones already overdue.
How the work is going and what is due next.
When one of your client's systems fails
If you maintain what you built, your monitoring tools, backups and deployments can notify Alerts. Each notice arrives with its severity and, when it needs work, you turn it into a ticket for the affected client with one click.
From the ticket you reply to the client in a single thread and split the follow-up into tasks with an owner, a priority and a date.
Questions from studios and technical teams
What if the plan AgentticCRM proposes doesn't fit?
You adjust it before anything is created: you change phases, tasks and dates on screen, and the project is only saved when you click Create project. You can also build it by hand from scratch.
Where do I keep the client's server or domain access?
In the project's technical information. Credentials are stored encrypted and every time someone reveals one, who and when is recorded.
Does my client see the technical tasks?
Only what you mark as visible: the plan by phase, how far each one has come and the tasks that depend on them. The technical detail, comments and credentials stay with your team.
Can I work on projects from ChatGPT or Claude?
Yes. Connected to your organization, it works with the role of the person asking: it looks up projects, creates phases and tasks and reorders them. Every change goes into the Activity log and can be undone.
See Assistant and connectionsHow do I know whether AgentticCRM fits my studio?
Answer the six fit-test questions about how your studio works and we tell you what AgentticCRM covers and what depends on the plan.
Take the fit testThe features studios use most
- ProjectsFrom the requirements document to the plan, with phases and tasks.
- Tasks and timeTasks with owners, subtasks and tracked time.
- Client portalThe progress your client follows and what's theirs to do.
- AlertsNotices from your systems, turned into tickets.
- Support ticketsEvery client request with a priority and a deadline.
- File transfersBuilds and large files with a temporary link.
Show us a project from your studio
In a 15-minute demo we start from the requirements document of one of your projects and look at the plan AgentticCRM proposes, your team's load and what your client would see.
Prefer to explore on your own? Work out your current costs, see how the Assistant works or use the CRM evaluation guide.
Create your organization online and try it for 14 days, no card required.