Solutions
One CRM for agencies, consultancies, studios, and service teams
Agencies, consultancies, firms, studios and technical teams all have the same problem: client work is spread across five tools. AgentticCRM brings it together, from first contact to payment.
What a CRM for service businesses includes · Human-approved AI
Explore AgentticCRM by industry, role, or workflow.
Choose the view that matches your question: your industry, each team’s responsibilities, or the workflow you want to improve.
Agencies
Marketing, creative and digital agencies
From the first contact to the proposal, the work and the payment, without copying the client’s details between the CRM, the project tool, email and the spreadsheet. Each client sees only their own; your team works in one place.
What changes
- The accepted proposal and the project still belong to the same client, but a person opens the project when they decide to start.
- The client approves, sees how it is going and checks their invoices in their own place, without digging through email.
- See profit by client and project without building reports by hand.
Weighted = value × stage probability, per deal. Entrada is excluded — an unqualified inquiry is not 10% of anything yet. Nothing here is predicted.
Consultancies and firms
Consultancies and professional firms
The client record connects sales, projects, support, and invoices. It gives anyone with access the context they need when work moves from one person to another.
What changes
- The right procedure answers you with the document in front of you, not lost in a folder.
- Each role — partner, manager, consultant — sees only what is theirs.
- Your team can keep working when someone is unavailable because the client history is documented.
Collected against spent, month by month.
Studios and technical teams
Studios, product and engineering teams
Keep work, owners, dates, priorities, and client requests connected to what was agreed.
What changes
- What is committed and what is outstanding are seen together, with their client and their date.
- The Assistant works within each person’s permissions and prepares actions for approval.
- Connecting ChatGPT, Claude, or another tool is optional. When you connect one, you choose which team member it represents, and it can only do what that person already has permission to do. If we do not know who it is acting for, it cannot see or change anything.
How the work is going and what is due next.
By use case
The same client process for every service business
From contact to proposal
What you always sell, turned into clear proposals the client approves from their own space.
Delivery and projects
Who has what, by when and how urgent, attached to the client and to what was agreed.
Billing and collections
Invoices, payments and costs, and at a glance what you are owed.
Support and communication
The requests, the history and the email, attached to the client page.
Knowledge and procedures
Turn approved documents into answers that show their sources instead of searching through shared folders.
Assistance with human approval
The Assistant answers and leaves the work ready; a person with permission approves it before anything happens.
Find out if AgentticCRM is right for your team
Answer six questions about how you sell, deliver, and get paid. In one minute, you will know whether AgentticCRM covers the main part of your operation. No sign-up required.
Tell us what is slowing you down.
We’ll show how one real workflow moves from the client record to the next step.
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.