AgentticCRM features
A CRM that keeps your work connected
When client information is scattered across email, spreadsheets, proposals, tasks, and invoices, the team spends time rebuilding what it should already know. AgentticCRM connects relationships, work, documents, and money so each person can continue with the right context.
Clients and sales
Know each client, collect useful information, and turn a conversation into an opportunity the team can follow.
A complete story for every clientWhen a relationship depends on emails, spreadsheets, and one person's memory, every conversation starts over. Clients and contacts brings together the information your team needs to serve, sell, and deliver work with continuity.
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Bring existing information in without losing controlChanging tools should not force your team to start over or accept a bulk upload without knowing what will be saved. Importing lets you move information in stages, review how it is interpreted, and confirm each batch with confidence.
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Know which opportunity deserves attention todayAn opportunity can begin with a question, a meeting, or a form long before it becomes a client. The pipeline keeps that journey visible so the team can see what is moving, what is stalled, and what the next real action is.
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A proposal that makes the agreement clearA good proposal brings scope, price, terms, and recipient together in a version both sides can review. The commercial conversation does not end in a file that is hard to correct or require the team to retype the agreement when it is time to invoice.
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A consistent offer from the first description to the invoiceWhen everyone rewrites a service name, description, and price, the organization ends up offering different versions of the same thing. The catalog creates a shared foundation for proposals and invoices without becoming a warehouse or inventory system.
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Receive the information the work needs from the startAn incomplete request creates back-and-forth emails and delays the first response. Forms let you ask for the information a conversation, opportunity, or delivery needs, then review what arrives before turning it into work.
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Work, scheduling, and service
Organize what was agreed, assign the work, answer requests, and share with the client what is ready.
Turn an agreement into work everyone can followA sale does not deliver itself. Projects turns what was agreed into phases, tasks, owners, dates, and evidence so the team knows what must happen and the client can see the progress that truly belongs to them.
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Give every commitment an owner, a date, and a finishNot every piece of work belongs in a project. A pending call, a client reply, or an internal review also needs a place to be assigned, followed, and finished instead of getting trapped in a private message.
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Give every meeting a time, context, and next stepScheduling a meeting is only the beginning. Calendar keeps the agenda, availability, bookings, responses, and connection to the client or work that made the conversation necessary.
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Reply with the conversation history in viewWhen a client's messages live across an inbox, several phones, and internal conversations, the team loses continuity. The inbox brings authorized channels together so the person replying can see the context and keep control of the message they send.
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Every support request has an owner and a complete historyTurn a question, incident, or request for help into visible work with priority, owners, replies, files, and a resolution the client can follow.
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A clear place for clients to review and respondThe portal brings together the proposals, invoices, projects, meetings, messages, and requests an organization chooses to share with each client, without exposing internal work.
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Every notice leads people back to what needs attentionCommunications bring together notices about proposals, meetings, invoices, requests, and other changes so each person receives the needed context and link through the right channel.
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The organization can communicate through a recognizable identityConnect the email the organization already uses so invitations, notices, and other operational messages come from a verified address, even when not everyone has a personal mailbox.
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Billing and financial control
Keep together what should be billed, what was paid, the costs of the work, and the view decision-makers need.
An invoice keeps the agreement, work, and balance on one pathPrepare, review, issue, and share invoices connected to clients, proposals, projects, expenses, and payments, with balances and corrections that remain understandable later.
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Every payment explains how the client's balance changesRecord money received or returned, apply it to one or more invoices, and preserve the balances, credits, corrections, and refunds that explain the history.
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Every expense shows what delivery really costsRecord spending as it happens, connect it to the client or project that caused it, and distinguish costs that should be recovered through an invoice.
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One shared view for understanding what is happening with moneyCompare invoicing, collections, outstanding balances, client concentration, and expenses within the same period so a review does not depend on hand-built spreadsheets.
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Documents and files
Work with documents and files the team can find, reuse, and share without losing control of access.
Documents that preserve your team's workA procedure, meeting note, or deliverable should not depend on a lost attachment or the memory of the person who wrote it. Documents lets your team create, review, share, and recover content where the work is already happening.
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A shared library for the files your team reusesThe approved logo, the right photograph, and the document everyone needs should not be uploaded again from personal devices. Gallery keeps one shared copy, shows where it is used, and helps maintain consistency without filling storage with duplicates.
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Deliver large files without losing control of the linkWhen a deliverable does not fit in an email, it should not have to leave the client's context or remain available forever. Transfers prepares a temporary delivery, shows each file's status, and lets you know whether it was downloaded.
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Send sensitive information without leaving it exposed in emailA temporary password, configuration key, or private instruction should not remain in a conversation history. Confidential Sends creates a text delivery for one person, with an access method and closing rule you choose.
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Your work credentials, protected and available when you need themThe accounts a person needs to work should not live in a shared spreadsheet, a browser note, or a chat. AgentticVault stores those credentials in a personal encrypted vault and brings them to the browser without allowing the organization to read them for you.
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Information, assistance, and oversight
Find sourced answers, detect what needs attention, and preserve the context of important decisions.
An assistant for finding information and preparing workThe Assistant helps people consult authorized organization information and prepare concrete actions without hiding what was found, proposed, or left for human review.
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A knowledge base for answers with clear sourcesTurn current procedures, policies, and documentation into information the team can find, consult, and verify before using it.
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A main dashboard that shows where to start the dayThe dashboard brings together signals from clients, sales, work, meetings, payments, and service so the team can see what needs attention and open the right record directly.
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Alerts that turn signals into focused attentionReceive signals from authorized systems, review them with context, and connect them to the task or ticket a person must handle.
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Activity history for understanding what happenedReview who did what and when, with the available context to investigate changes, clarify decisions, and improve the way work is done.
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Administration and continuity
Keep the organization, team, permissions, and continuity ready for real work.
Administration that makes the CRM reflect how your organization worksConfigure the organization’s identity, team, permissions, and core decisions from a place that remains understandable to the people responsible.
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Recovery for making changes with a safety netCreate recovery points before important changes, inspect their contents, and restore operational information with visible controls for the organization.
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See how these features fit your operation
We can review your current workflows and show the features that correspond to your team’s actual needs.