What's new in AgentticCRM

Set up your organization step by step from your AI agent

A photographic welcome that follows the day, with the pulse of your city

Capture prospects and opportunities from WhatsApp with a guided panel

Confidential sends: private messages that expire

Personal encrypted vault for passwords and sensitive data, with a Chrome extension

Online booking: your clients book within your office hours

Shared WhatsApp inbox for the whole team

Contact management on its own screen

Live collaboration and automatic formatting repair

Sales pipeline: one card from the first contact to the new client

With a deal record, a forecast and stages in your own words.

Deals arrive on their own from forms, email and other channels, with a notice for what is due today

Connect ChatGPT or Claude to your CRM with your own account

The team list answers who can do what, agents included

Share a proposal or invoice with a link, without sending an email

Import Markdown files in batches, with their images

Project phases with a board per phase and measured progress

The project document fills in phases and tasks with their dates.

A conversation on each task, with mentions and control over what the client sees

The client sees their project with the work inside, and receives the tasks that depend on them

See the portal exactly as the client sees it, from their record

Credit notes with their own numbering and client credit balance

One screen separates what was collected from what was credited.

Documents: an editor with tables, captioned images, search, collections and public links

Quick transfers: send large files with a link that expires

Import tickets and projects with their real authors

A welcome with a sky that follows your local time

Send from your organization's own email address, with the signer's letterhead

Proposals and invoices go out by email with the PDF attached, and can be resent

"Sent" now means the email actually left.

The recipient opens the document from the link, without an account

External agents act, and every change is logged and can be undone

What an agent did shows on the record it touched.

Use your own invoice and proposal numbering

Load your history: invoices with their number and status, retainers and proposals, without triggering notices

Product photos in the catalog that reach the printed document

Organization calendar with meetings, invitations with replies and repeating meetings

Each client keeps a history of their meetings.

Video call rooms with five providers, in each person's language

Reminders that arrive even if nobody opens the page

Create anything from any screen, with keyboard shortcuts

More AI providers, and connection tests that explain what the provider answered

Contact importer that recognizes each contact's company and only asks what it must

The Assistant analyzes a ticket, images included, and updates the analysis as it evolves

Alerts: your systems report, people triage, and tickets get created

Personal dashboard with your day, your to-dos and counters with twelve weeks of history

External agents connect over MCP, with usage limits and a record of who asked

Voice notes you can watch, stop or discard

One country catalog in every form

Importers for clients, the service catalog and organization data

You review the column mapping and confirm before anything loads.

Platform emails in each person's language

Recovery points: save your organization's state and restore it after a review

Role templates and detailed per-module access

Knowledge base: upload documents and search them by meaning, not just words

Conversational Assistant that answers citing your documents and your data

With saved conversations and answers that stream as they are written.

The Assistant proposes, you approve: clients, projects, tasks, proposals, invoices, expenses and emails

You can remove steps or correct the plan before approving it.

Specialist modes, voice notes, file attachments and questions from a client or project page

Attach a brief and the Assistant turns it into the project plan.

Use your own AI key and see the month's usage

Media gallery with shared or private images and documents

Rebillable expenses: flag them once and add them to the invoice in one click

Inbox with internal messages and real email from your mailbox

Threads, reply-all, forwarding, attachments, drafts, a signature per mailbox, search and automatic sync.

Form builder with a public link and an embed for your website

Every submission lands in the inbox.

Per-module permissions with own or global scope, organization roles and per-person exceptions

Tasks module: tasks linked to any record, subtasks, a timer, billable time and recurrence

Organization chart and professional profiles with a photo

Sign-up, sign-in and a guided first-run setup for the organization

Client record with contacts, activity, a PDF account statement and CSV export

Priced service catalog that shows what sells most and what it earns

Proposals with validity, sending, duplication and client acceptance or rejection

An accepted proposal starts the project in one click.

Invoices with sequential numbering, due dates, collection reminders and a branded document

Created from a proposal, stamped PAID when settled, and exported with their aging.

Payment recording with the invoice balance and status worked out for you

Recurring billing: pick the billing day and generate every retainer in one click

Projects with tasks, owners, logged hours and an hourly rate

Logged time is billed in one click, never twice.

Support tickets with a conversation between your team and the client

With priority, an owner, and resolved tickets closing on their own.

Branded client portal: proposals, invoices, payments, projects, tickets and account statement

Dashboard with what you are owed, what is overdue, recent payments, unowned work and the week ahead

Expenses by category and monthly profit: collected minus spent

Reports for receivables aging, cash flow, tax billed and top clients

Team with invitations, roles and a read-only role

Global search with ⌘K / Ctrl+K and notifications in the bell

Custom fields and an activity log: who changed what, and when