AgentticCRM
Create organization

Pricing

Choose the AgentticCRM plan your team needs

Pricing is monthly per organization and includes up to the number of people shown for each plan. It also includes browser access, updates, and platform maintenance.

Prices in USD Monthly plans include a 14-day trial with online signup

Plans

Starter

For small teams that want clients, proposals, projects, invoices, and payments in one place.

$24.17 / month per organization

Billed at $290 per year

Team members
2
Client records
25
File storage
1 GB

23 included features and limits

Unlimited · Bookable rooms and equipment

5 · Projects

2 · Sales boards

50 · Open sales opportunities

20 · Saved services

Unlimited · Client portal accounts

2 · Lead forms

Import clients from a spreadsheet

Shared calendar

Project workspaces

Tasks and subtasks

Leads and sales opportunities

Sales forecast

Client proposals

Service and price list

PDF invoices

Payment records

Expense tracking

Client portal

Forms that collect leads

Business reports

Shared file library

Reusable team permissions

Create organization

Growth

For growing teams that need client requests, connected email, the Assistant, and data recovery options.

$79.17 / month per organization

Billed at $950 per year

Team members
5
Client records
250
File storage
5 GB

42 included features and limits

100 · Projects

50 · Sales boards

500 · Open sales opportunities

100 · Saved services

5 · Connected email accounts

1000 MB · Email storage

20 · Lead forms

250 · Assistant reference documents

2 · Assistant modes

2 · Personal assistant connections

Unlimited · Assistant use every 30 days

5 · Saved recovery copies

Everything in Starter, plus:

Video meeting rooms

Client requests

Automated alerts

Connected team email

Reference documents for the Assistant

Built-in Assistant

Specialized Assistant modes

Teams, positions, and organization chart

Custom fields

Manual recovery copies

Choose what to recover

Automatic recovery copies

See the other 18, the same as in Starter

Unlimited · Bookable rooms and equipment

Unlimited · Client portal accounts

Import clients from a spreadsheet

Shared calendar

Project workspaces

Tasks and subtasks

Leads and sales opportunities

Sales forecast

Client proposals

Service and price list

PDF invoices

Payment records

Expense tracking

Client portal

Forms that collect leads

Business reports

Shared file library

Reusable team permissions

Create organization

Business

Recommended

For teams that need built-in document editing, secure file sharing with expiring links, and connections to ChatGPT or Claude.

$149.17 / month per organization

Billed at $1,790 per year

Team members
15
Client records
1,500
File storage
9.7 GB

50 included features and limits

Unlimited · Projects

300 · Sales boards

2,000 · Open sales opportunities

Unlimited · Saved services

15 · Connected email accounts

2.9 GB · Email storage

100 · Lead forms

2 · Maximum size of each share

20 · Files per share

10 · Recipients per share

2,000 · Assistant reference documents

5 · Assistant modes

5 · Connected-assistant access

4 · Personal assistant connections

Unlimited · Connected-assistant actions every 30 days

30 · Saved recovery copies

Everything in Growth, plus:

Temporary file-sharing links

Built-in document editor

Connect ChatGPT, Claude, or another assistant

See the other 31, the same as in Growth

Unlimited · Bookable rooms and equipment

Unlimited · Client portal accounts

Unlimited · Assistant use every 30 days

Import clients from a spreadsheet

Shared calendar

Video meeting rooms

Project workspaces

Tasks and subtasks

Leads and sales opportunities

Sales forecast

Client proposals

Service and price list

PDF invoices

Payment records

Expense tracking

Client requests

Automated alerts

Client portal

Connected team email

Forms that collect leads

Business reports

Shared file library

Reference documents for the Assistant

Built-in Assistant

Specialized Assistant modes

Reusable team permissions

Teams, positions, and organization chart

Custom fields

Manual recovery copies

Choose what to recover

Automatic recovery copies

Create organization

Scale

For organizations that need every feature and higher limits for people, clients, and storage.

$332.50 / month per organization

Billed at $3,990 per year

Team members
40
Client records
5,000
File storage
50 GB

50 included features and limits

Unlimited · Sales boards

Unlimited · Open sales opportunities

40 · Connected email accounts

11 GB · Email storage

Unlimited · Lead forms

10,000 · Assistant reference documents

20 · Assistant modes

20 · Connected-assistant access

5 · Personal assistant connections

The same features as Business, with higher limits

See the other 41, the same as in Business

Unlimited · Bookable rooms and equipment

Unlimited · Projects

Unlimited · Saved services

Unlimited · Client portal accounts

2 · Maximum size of each share

20 · Files per share

10 · Recipients per share

Unlimited · Connected-assistant actions every 30 days

Unlimited · Assistant use every 30 days

30 · Saved recovery copies

Import clients from a spreadsheet

Shared calendar

Video meeting rooms

Project workspaces

Tasks and subtasks

Leads and sales opportunities

Sales forecast

Client proposals

Service and price list

PDF invoices

Payment records

Expense tracking

Client requests

Automated alerts

Client portal

Connected team email

Forms that collect leads

Business reports

Shared file library

Temporary file-sharing links

Built-in document editor

Reference documents for the Assistant

Built-in Assistant

Specialized Assistant modes

Connect ChatGPT, Claude, or another assistant

Reusable team permissions

Teams, positions, and organization chart

Custom fields

Manual recovery copies

Choose what to recover

Automatic recovery copies

Create organization

The plans, the prices and the limits come from the product itself, so what you see here is current. Some things also depend on the permissions you give and on being set up first.

More than 40 people or 5,000 clients?

Tell us how many people and clients you need to manage. We will review the limits, migration, and rollout help with you before proposing an option.

Request a demo

Compare what each plan includes

Review every feature and limit before choosing. If an item says it is not included, the platform does not enable it on that plan.

Features and limits for each plan, grouped by topic.
Feature or limit Starter Growth BusinessRecommended Scale
Team and storage
Team members Number of accounts for people who work in your organization. 251540
File storage Space for files, attachments, and shared media. Email uses this space unless the plan lists separate email storage. 1 GB5 GB9.7 GB50 GB
Clients and contacts
Import clients from a spreadsheet Bring in companies and contacts from a file exported by your current tool. IncludedIncludedIncludedIncluded
Client records Number of companies or customers your team can manage. 252501,5005,000
Calendar and meetings
Shared calendar Organize personal and team schedules, client meetings, and bookable spaces. IncludedIncludedIncludedIncluded
Video meeting rooms Each person can have a room hosted by AgentticCRM or add a link from another service. Not includedIncludedIncludedIncluded
Bookable rooms and equipment Number of rooms, desks, or pieces of equipment you can make bookable. UnlimitedUnlimitedUnlimitedUnlimited
Projects and tasks
Project workspaces Keep the team, dates, and work for each project in one place. IncludedIncludedIncludedIncluded
Tasks and subtasks Assign owners, due dates, and subtasks, and track time spent. IncludedIncludedIncludedIncluded
Projects Number of projects you can keep in the platform. 5100UnlimitedUnlimited
Leads and sales
Leads and sales opportunities Track every lead and deal from first contact to the decision. IncludedIncludedIncludedIncluded
Sales forecast Review open and won business by month, owner, and sales board. IncludedIncludedIncludedIncluded
Sales boards Number of sales processes you can organize with their own stages. 250300Unlimited
Open sales opportunities Deals that can be open at the same time. Closed deals do not count. 505002,000Unlimited
Proposals and services
Client proposals Prepare detailed proposals that clients can review and accept. IncludedIncludedIncludedIncluded
Service and price list Save the services you sell and their prices for reuse. IncludedIncludedIncludedIncluded
Saved services Number of services and prices you can save for reuse. 20100UnlimitedUnlimited
Invoices, payments, and expenses
PDF invoices Create detailed invoices and generate a PDF version. IncludedIncludedIncludedIncluded
Payment records Record money received and keep balances current. IncludedIncludedIncludedIncluded
Expense tracking Record costs and identify the ones you can bill back to a client. IncludedIncludedIncludedIncluded
Requests and alerts
Client requests Organize support questions and requests, with replies your team can reuse. Not includedIncludedIncludedIncluded
Automated alerts Bring automated alerts into one board so your team can review and address them. Not includedIncludedIncludedIncluded
Client portal
Client portal Give each client secure access only to the information you share with them. IncludedIncludedIncludedIncluded
Client portal accounts Number of people at your clients who can sign in to the portal. UnlimitedUnlimitedUnlimitedUnlimited
Connected email
Connected team email Work with your team's email accounts inside AgentticCRM. Not includedIncludedIncludedIncluded
Connected email accounts Number of email accounts you can use inside AgentticCRM. Not included51540
Email storage Separate space for messages and attachments from connected email. Not included1000 MB2.9 GB11 GB
Lead capture forms
Forms that collect leads Publish forms or add them to your website to receive new contacts. IncludedIncludedIncludedIncluded
Lead forms Number of forms you can create to receive new contacts. 220100Unlimited
Reports
Business reports View reports built from the information your team already keeps in AgentticCRM. IncludedIncludedIncludedIncluded
Files and media
Shared file library Keep media, images, and documents available to your team. IncludedIncludedIncludedIncluded
File sharing
Temporary file-sharing links Share one or more files by link or email. The link expires after 24 hours. Not includedNot includedIncludedIncluded
Maximum size of each share Maximum size, in gigabytes, of one temporary file share. Not includedNot included22
Files per share Number of files you can include in one share. Not includedNot included2020
Recipients per share Number of people you can email each sharing link to. Not includedNot included1010
Documents and notes
Built-in document editor Write and share internal documents without leaving AgentticCRM. Not includedNot includedIncludedIncluded
Assistant and connected AI
Reference documents for the Assistant Add documents the Assistant can use to answer with your organization's information. Not includedIncludedIncludedIncluded
Built-in Assistant Ask questions about your information and review proposed changes before approving them. Not includedIncludedIncludedIncluded
Specialized Assistant modes Create modes with different instructions for work your team repeats. Not includedIncludedIncludedIncluded
Connect ChatGPT, Claude, or another assistant Let a connected assistant look up information and take the actions allowed for the person it represents. Not includedNot includedIncludedIncluded
Assistant reference documents Number of documents you can add for the Assistant to use. Not included2502,00010,000
Assistant modes Number of specialized modes you can create for your team. Not included2520
Connected-assistant access Number of active access credentials you can create for connected tools. Not includedNot included520
Personal assistant connections Number of assistant connections team members can attach to their own accounts. Not included245
Connected-assistant actions every 30 days Number of actions ChatGPT, Claude, or another assistant can take in AgentticCRM during each period. Not includedNot includedUnlimitedUnlimited
Assistant use every 30 days Amount of text the Assistant can process during each 30-day period. Not includedUnlimitedUnlimitedUnlimited
Team and customization
Reusable team permissions Save permission sets so you can assign them consistently to several people. IncludedIncludedIncludedIncluded
Teams, positions, and organization chart Organize departments, positions, and working relationships across your company. Not includedIncludedIncludedIncluded
Custom fields Add the business-specific information your records need to capture. Not includedIncludedIncludedIncluded
Recovery copies
Manual recovery copies Save an encrypted copy of eligible settings and records before a major change. Not includedIncludedIncludedIncluded
Choose what to recover Recover a group of eligible settings or records without replacing everything else. Not includedIncludedIncludedIncluded
Automatic recovery copies Schedule daily, weekly, or monthly copies and decide how long to keep them. Not includedIncludedIncludedIncluded
Saved recovery copies Number of verified copies you can keep at the same time. Not included53030

What you are buying, on one screen

The invoices screen, exactly as your team sees it. Three things that stop costing you time:

app.agentticcrm.com/facturas

Animation of the invoices screen: the totals up top (invoiced, collected, overdue, outstanding) above the list; one invoice goes from draft to sent, another gets paid, and the totals adjust on their own.

  1. You know where the money stands without opening anything. Invoiced, collected, overdue and outstanding sit right above the list, not in a report somebody has to build on Monday.

  2. Invoices bring together their lines, applied payments, balance, and due date. Record general expenses or assign them to a client; rebillable expenses can become invoice lines. Reports calculate the summary from those records.

  3. The balance stays up to date. Record the client payment and distribute it across one or more invoices. Any unapplied amount remains as client credit.

Not sure which one fits?

Tell us how you work and we will say which plan suits you, no strings.

Request a demo

Pricing questions

What happens when I reach my plan limit?

The platform tells you and stops the new item that would exceed the limit. Nothing you already saved is deleted or locked. To keep growing, you can move to a plan with more room; there are no surprise overage charges.

What is included in the trial?

With online signup, monthly plans begin with a 14-day trial and include the selected plan’s features and limits. The trial is not a demo or a reduced version. Annual plans do not include a trial.

Is there a minimum term?

No. No plan requires a minimum term or charges a cancellation fee. You only pay for the period you are using.

How do I cancel?

You can tell us at any time to stop the next charge. Your plan stays active until the period you already paid for ends.

How do I bring my clients over from another CRM?

From the Starter plan, you can import a CSV file with companies and their contacts. Export the data from your current tool and upload it to AgentticCRM; you do not need a larger plan just to migrate.

What currency am I billed in?

All plans are billed in USD, monthly or annually. The currency you use to invoice your clients is set separately and can be different.

What if I need more than 40 people or 5,000 clients?

Those are the limits of the largest published plan. If you need more, tell us your numbers and any migration or rollout needs so we can prepare an option with you.

The company behind AgentticCRM

More than fifteen years building and running digital platforms

AgentticCRM is a Global Agenttic product. We are a Panamanian company with experience in Panama and other Latin American markets. The same team that builds the platform maintains it and stands behind it.

Meet Global Agenttic

15+years building digital platforms
PanamáGlobal Agenttic, the company responsible
LATAMexperience across several industries
24/7continuous system monitoring

Compare five subscriptions with one plan

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Choose what you want to explore next

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

  1. Compare AgentticCRM with other CRMs

    Compare how each CRM supports sales, delivery, client service, and billing before choosing.

    Open comparison guides

  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