One particular person
- The task assigned to them and the one that went past due today
- The comment where somebody wrote their name
- The meeting they were invited to, with its changes
- Whatever happens to their own sign-in and their vault
Communications and notifications
Communications and notifications is the part of AgentticCRM that tells people. When a proposal is accepted, a ticket arrives, an invoice falls due or a task lands on you, whoever needs to know sees it in their bell and, when that notice also travels by email, in their mailbox.
- 70 notices already written in English and Spanish
- Every notice opens the record it talks about
- Email carries your logo and each reader's own language
An AgentticCRM screen with the notification bell open over the invoice list, with fictitious data: the number of unread notices on the bell, the button to mark them all read, and the newest notices with their date, from the day's deal digest to a new ticket, an accepted proposal, an assigned task, an email, a mention in a task, a client's reply in their ticket, and the payments and sent invoice that appear on the list below. The ones not yet opened stand out.
What AgentticCRM tells you about
The notices come out of the work itself, not from a list somebody maintains on the side. These are the six areas that speak up most.
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Billing and collection
Invoice sent, payment received, invoice overdue and the retainer installment coming due. Whoever handles the money stops relying on memory.
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Sales and proposals
A deal assigned, won or lost, a proposal accepted, declined or about to expire, and one daily round-up of the deals waiting on you.
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Support
A ticket that just arrived, a client's reply, the ticket assigned to you and the reminder you set to come back to it.
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Tasks and projects
Task assigned, due date passed, new comment, a mention of your name, a project starting, a project finished and a file the client uploads.
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Meetings and bookings
An invitation, a new time, a cancellation, a reminder before it starts, a guest's answer and every slot a client books with you.
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Your sign-in security
New permissions, a verification method added or removed, a recovery used and every move on your personal vault.
Who receives which notice
Every notice has its recipient decided in advance, so nobody gets what is not theirs and nobody misses what is.
Your team or whoever administers
- The freshly opened ticket, before anyone picks it up
- The import that is ready to be reviewed
- What an assistant connected from outside carried out
- A recovery point verified or failed
Your clients
- The proposal you sent and the invoice you issued
- The payment, the moment it is recorded
- Your reply on their ticket, and the project that starts and ends
- By email, the meeting invitation and its change of time
Your client receives exactly those notices and no others. Your team's internal work never reaches them.
What is already built
- 70different notices, ready to use without setting anything up
- 8areas of work that produce them, from sales to security
- 4levels of importance, from a simple heads-up to critical
Email arrives with your brand and in each person's language
Email that goes out because something happened in your business carries your organization's logo and name, and your website and contact address sit at the foot of it. Whoever opens it sees your company writing to them.
And it arrives in the recipient's own language: the same fact is told in Spanish to whoever works in Spanish and in English to whoever works in English. Amounts and dates follow the format your organization uses.
Click a notice and the thing it mentions opens straight away: that invoice, that ticket, that task. The notice marks itself read, and nobody wastes time hunting for what it meant.
Frequently asked questions
Do I have to set anything up for them to start arriving?
No. All 70 notices come written and translated from day one, each with its recipient already decided. The only thing you add is the address you want the email to leave from.
Do my clients get notices as well?
Yes, their own: the proposal sent, the invoice issued, the payment recorded, your reply on a ticket and the project starting or finishing. They see those in the bell of the client portal, and meeting invitations reach them by email too.
Can somebody receive less email?
Yes. Optional announcements carry a link to stop that category, and it can be turned back on from Communication preferences. Anything about your account, your security and your billing always arrives.
Which address do those emails go out from?
From the one you connect in Organization email. Your client gets the notice with your company's name on it and can reply to a mailbox your team actually reads.
Can I use it to send newsletters or campaigns?
No, and that is on purpose. This reports facts: a payment, a ticket, a meeting. Your marketing campaigns stay in the tool you already use for them.
Does what a connected ChatGPT or Claude does send notices too?
Just as if a person had done it. If it cancels a meeting, every guest is told; if it hands a task to your client, they hear about it; if it answers a ticket publicly, the reply reaches them by email and in their portal. When it loads history from another system, on the other hand, it notifies nobody.
Where the notices are born
- Organization emailConnect your address and the email leaves with your organization's name on it.
- Client portalYour client gets their own bell, with only what belongs to them.
- InvoicesIssuing an invoice and watching it fall due notifies without anyone writing the message.
- Tasks and timeAssigning a task or mentioning somebody is the quickest way to reach them.
- Calendar, bookings and video callsInvitations, time changes and reminders come straight from the event.
- AlertsWhat your systems report gets its own list, with an acknowledgement and an owner.
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.