AgentticCRM
Create organization

Platform

Keep sales, client work, billing, and support in one place

Clients, leads, opportunities, proposals, projects, invoices, requests, documents, and files share the same information. Your team works with one login, clear permissions, and current data.

app.agentticcrm.com/clientes

The client list brings each company, its contacts, and its activity into one place for authorized team members.

AgentticCRM’s main features

One tool organized around your team’s workflow.

Explore each area of AgentticCRM and see exactly what is included today.

34 Features organized across 18 areas

Client relationships 3 areas · 5 features

You set up your organization, keep each client’s details, and turn what comes in into a record the team can keep using.

Account

  • Staff users
  • Storage

Clients

  • CSV import
  • Clients

Forms

  • Forms
Sales and proposals 2 areas · 4 features

Manage opportunities, build proposals from saved services, and keep the client’s decision connected to the deal.

Sales

  • Sales pipeline
  • Sales forecast

Proposals & services

  • Proposals
  • Services
Delivery and coordination 2 areas · 4 features

You organize projects, tasks, calendar and meetings once it is clear what the team is going to deliver.

Projects & tasks

  • Projects
  • Tasks

Calendar

  • Calendar
  • Video rooms
Revenue and cash 1 area · 3 features

Create and issue invoices, apply payments across invoices, record general or client expenses, and track balances and due dates.

Invoicing & payments

  • Invoices
  • Payments
  • Expenses
Support and client access 3 areas · 4 features

Manage client requests, conversations, notifications, and private portal access.

Tickets & alerts

  • Tickets
  • Alerts

Client portal

  • Client portal

Inbox

  • Email inbox
Knowledge and control 7 areas · 14 features

Create documents, organize files, decide who sees what, and review earlier content versions. The knowledge base uses files you upload separately to provide sourced answers.

Reports

  • Reports

Gallery

  • Gallery

Quick Share

  • Quick Share

Documents

  • Documents Workspace

Assistant & knowledge

  • Knowledge base
  • AI assistant
  • Assistant personas
  • Connections to ChatGPT, Claude, and other assistants

Customization

  • Custom roles
  • Org structure
  • Custom fields

Backups

  • Recovery points
  • Selective recovery groups
  • Scheduled recovery points

How it works in AgentticCRM

Dashboard

Totals as of today, this week's movement and this month's money.

app.agentticcrm.com/panel

How it works in AgentticCRM

Sales

One card from first call to close — the platform keeps the next step in front of you.

app.agentticcrm.com/ventas

Practical benefits for your team.

1 of 9 — Clients and contacts

One client record shared with authorized members of your team.

Anyone on the team can continue the conversation with the full client history in front of them.

#6 Marea Estudio Active Invite to portal Edit
Invoiced
USD 113,420.00
Collected
USD 0.00
Outstanding
USD 113,420.00
Primary Diego Serrano diego.serrano@mareaestudio.com
Phone +1 202-555-0102
Type Professional services

Choose an area to see what it includes

Some features depend on your plan, each person’s permissions, or initial setup.

Comparison

Reduce the time and cost of working across separate tools.

Before: information spread across several tools

CRM Project tool Proposal software Invoicing Support inbox Shared drive Spreadsheets AI that acts without review

One login, one permission system, and one subscription for the entire platform

Everything gets copied by hand from one place to another

Scattered information that has to be checked by hand

AgentticCRM
Clients Proposals Projects Invoices Tickets Portal Knowledge An Assistant with human review

A consistent experience across every part of the platform

The same permissions for people and for agents

Keep the same client information connected from first contact to payment

How it works in AgentticCRM

Handle support requests with the client’s full history

Each request includes the conversation, client, priority, owner, and an option to turn it into a task.

app.agentticcrm.com/tickets/1

A request stays connected to the client, their invoices, and their project. Turn it into a task with one click.

Estimate the value of your sales opportunities using your own figures

Use your own figures to calculate the annual value of won deals, each win-rate point, opportunities with no next step, and unpaid invoices. It takes two minutes.

Open the calculator See if AgentticCRM fits

Choose what you want to explore next

Choose what matters most right now: product fit, getting started, pricing, or security and control.

  1. See the benefits your team can expect

    See the practical improvements your team can expect, then explore the features behind them.

    Explore the benefits

  2. Plan your data migration

    Inventory your information, assign owners, test the import, and expand the migration in stages.

    Open the migration plan

  3. Review security and access controls

    See how AgentticCRM protects your data, controls access, records changes, and handles recovery and deletion.

    Open the trust center

Request a demo with a real workflow from your business.

Request a demo See the full path from first contact to payment See plans and pricing

Prefer to explore on your own? work out your current costsSee how the Assistant worksuse the CRM evaluation guide

With online signup, monthly plans begin with a 14-day trial. The trial is not a demo.