AgentticCRM features
Everything your team needs to manage clients, sell, run your projects, talk among themselves, support customers and get paid, in one system. Pick a feature to see what it does and how you would use it day to day.
Clients and sales
Keep clients and contacts organized, follow every opportunity and turn your proposals into deals.
- Clients and contacts Every client's record with its contacts, notes, projects, invoices and files in one place.
- Sales pipeline Follow every opportunity through its stages, from the first contact until it is won or lost.
- Proposals Prepare proposals with your services and prices, send them and turn them into an invoice once the client accepts.
- Services and products Your catalog of services and products with descriptions and prices, ready to use in proposals and invoices.
- Forms Collect responses with consent records, review held submissions and turn accepted submissions into opportunities.
- Data import and migration Bring in your clients, catalogs and history from spreadsheets or another system, reviewing everything before it is saved.
Daily work and projects
Start the day on the main dashboard, plan projects, assign tasks, talk with your team and coordinate meetings.
- Main dashboard The start screen that shows what needs attention today: due dates, pending work, sales, collections and support.
- Projects Organize every project into phases and tasks, with owners, dates, tracked time and a view for your client.
- Tasks and time Assign tasks with an owner and a due date, inside or outside a project, and track the time your team spends.
- Team chat Your team's internal chat, with channels, direct messages and calls. You can share clients, proposals and invoices inside messages.
- Notes Private notes that open over any screen. Type or dictate, and turn a note into a team task.
- Calendar, bookings and video calls Schedule meetings, let clients book a time slot and create the video call from the same calendar.
Service and communication
Answer email and WhatsApp messages, resolve tickets and keep every client informed.
- Inbox and WhatsApp Handle email and WhatsApp Business with personal signatures, email templates and writing assistance.
- Support tickets Receive, assign and resolve every support request with a priority, an owner and its full history.
- Alerts Receive notices from your systems and tools in a list your team reviews, assigns and turns into work.
- Client portal A private space where each client checks their proposals, invoices, projects, meetings and tickets.
- Communications and notifications Automatic email and in-app notices when something happens that your team or your client needs to know.
- Organization email Connect your organization's email so proposals, invoices and invitations go out from your own address.
Billing and finance
Invoice, record payments and expenses, and see how the money in your business is doing.
- Invoices Issue invoices with multiple taxes and withholdings, track balances and configure automatic payment reminders.
- Payments Record every payment, apply it to one or more invoices and keep each client's balance and credit up to date.
- Expenses Record suppliers, receipts and taxes, distinguish cost from total paid and associate expenses with clients and projects.
- Reports Explore 39 reports on sales, collections, expenses, projects, support and your team. Save views, schedule delivery and export Excel, PDF or CSV.
Documents and files
Write documents, store files and share sensitive information securely.
- Documents Write and organize work documents with your team, with folders, permissions, version history and export to PDF or Word.
- Gallery The library of images and files your team reuses in proposals, services, documents and more.
- File transfers Send large files with a link that expires, without leaving the system where you work with your clients.
- Confidential sends Share passwords and sensitive details through a temporary, encrypted link instead of leaving them in an email or a chat.
- AgentticVault Your personal vault for storing encrypted work passwords and credentials, with a browser extension.
Artificial intelligence
Ask the Assistant for help and get answers based on your organization's own documentation.
Administration and security
Set up your organization and team, see who made each change and recover information when you need to.
- Organization administration Set up your organization's details, invite your team and define roles and permissions for each person.
- Activity and audit See who made each change, when and on which record, including the Assistant's actions.
- Organization recovery Create encrypted recovery points and go back to an earlier state if a mistake or an import damages your data.
See AgentticCRM working with your team's day-to-day
Ask for a demonstration and we will show you how these features fit the way you already work: your clients, your projects and the way you get paid.