On your own
- Create your organization today
- Follow the dashboard's list at your own pace
- Import your data and review every row
- Your connected ChatGPT or Claude fills in your organization's details from a document, with your confirmation
How to sign up for AgentticCRM
You create your organization in a minute, set up the essentials on one screen and get to work. The dashboard asks for the rest in order, without stopping your work.
- 14-day trial, no card needed
- The essentials ready on one screen
- A list that tells you what's next and why
AgentticCRM's Dashboard with fictitious data: the Organization setup card at 4 of 10 steps, the four completed steps (identity, regional preferences, billing identity and billing terms), the current step open, Add your first catalog item, with its description, why it matters and the Complete this item button, and the five pending steps: team, organization email, sales pipeline, recovery export and assistant.
How you start, step by step
From sign-up to your first client, in the browser and with nothing to install.
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Create your organization
Choose your plan with each one's price and what it includes in view, then enter your company's name, your name, your email and a password. You're in your workspace right away.
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Verify your email
You get a link that's valid for 24 hours. Open it right away or later, from the notice in your workspace.
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Set up the essentials
One screen: the country, currency, time zone and language your dates, amounts and documents use. You already gave the name and email when you signed up.
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Follow the dashboard's list
The Dashboard shows your organization setup: what's done, the current step, and why each one matters.
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Bring in your data
Upload your clients, services and team from Excel, CSV, Word or PDF, and review every row before anything is saved.
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Invite your team
Each person gets their invitation by email and joins with the role you give them.
Your organization, created in a minute
First you choose the plan: each one shows its price, who it's for and how many people and clients it holds. If you come from the pricing page, yours is already chosen.
Then you create your company's account, not just yours: it gets the company's name, you as its administrator, and the plan you chose, on trial. When you get in, the organization's calendar and your personal agenda are already set up.
During the trial you use everything your plan includes, and we don't ask for a card to get started.
The first step of Create your organization in AgentticCRM: Choose your plan, with the free trial and no card required; the plans as cards with their monthly price, who each one is for and how many people and clients it holds; the recommended plan already chosen, the link to compare every feature and the button to continue with that plan.
The essentials, on one screen
Your organization's name and your email come from sign-up: we don't ask for them again.
You only choose how your documents come out: your organization's country, the currency of your invoices and proposals, the time zone of your dates and reminders, and your team's language. You can change all of it later.
When you finish you see the first items the dashboard will ask for, and you get to work.
Set up your organization in AgentticCRM with fictitious data, under the free-trial notice with the days left: on the left, Regional preferences, with the country, default currency, time zone and language, and the Finish setup button; on the right, All set!, with the first three items the dashboard will ask for next and the Go to my dashboard button.
What the dashboard asks for next
Each item says what's missing and why it matters, and takes you to the screen where you complete it. You only see the ones that apply to your plan.
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Your billing identity
Legal name, tax details, logo and address, so your invoices and proposals carry the details your clients expect to see.
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Your billing terms
Your payment terms and usual due date, so you don't type them on every invoice.
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Your first service or product
With your catalog in Services and products, every proposal and invoice goes out with the same names and prices.
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Your team
Invite your colleagues with the access they need, so each piece of work goes to the right person.
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Your organization's email
Connect your address so your messages go out from it, with a record of every send.
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Your sales pipeline
Confirm the stages your team uses, so every opportunity has its place and its next action.
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Your recovery export
Choose how often a recoverable copy of your organization's data is prepared.
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Your assistant
Set up the Assistant or connect your ChatGPT or Claude, which explains what's pending and helps you complete it.
The list doesn't hold you back: from the first minute you can create clients, proposals and projects. When you complete an item on its screen, the dashboard checks it off on its own.
On your own or with our help
Both paths end in the same place: your team working in AgentticCRM.
With our help
- We set up your workspace with you
- We move your data from your current system
- We adapt stages and processes to the way you work
- We train your team
Questions before you start
How long does it take to be ready?
Creating the organization and setting up the essentials takes a few minutes. From there you're already working, and you complete the rest of the list when you need it: your billing identity, for example, before you issue your first invoice.
Do I have to verify my email to start?
Not right away. You're in your workspace as soon as you create the organization, and you verify your email whenever you like, from the notice at the top. The link lasts 24 hours and, if it expires, you ask for a new one.
Can I change the currency or language later?
Yes. You change the currency, time zone and language in Settings whenever you want. The currency you choose is the default for new invoices and proposals.
Can I bring my clients over from Excel?
Yes. With Data import and migration you upload your clients, services and team from Excel, CSV, Word or PDF, confirm what each column is and review every row before saving. If you upload the same file twice, it updates instead of duplicating.
See Data import and migrationWhat happens when the 14-day trial ends?
You pick your plan and carry on exactly where you left off, with your clients, projects and setup. Until you choose, your data stays in your organization and you can still look it up.
Who on my team can complete the setup?
The people allowed to edit the organization's settings. If someone lacks that permission, the list tells them so instead of leaving them halfway.
Can you help me set it up?
Yes. Through Implementation help you tell us what you need: setting up your workspace, moving your data, adapting your processes or training your team.
Ask for implementation helpThe features you use when you start
- Main dashboardWhere you see your organization setup and what comes next.
- Data import and migrationYour clients, services and team from your own files.
- Services and productsThe catalog you build proposals and invoices from.
- Organization administrationYour team, their roles and your organization's details.
- Organization emailYour messages, from your company's address.
- AssistantExplains what's pending and helps you complete it.
Start today or walk through it with us
Create your organization and follow these steps at your own pace, or book a 15-minute demo and we'll walk through it together with your own process.
Prefer to explore on your own? Work out your current costs, see how the Assistant works or use the CRM evaluation guide.
Create your organization online and try it for 14 days, no card required.