AgentticCRM
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A CRM for agencies, consultancies, studios and service teams

Agencies, consultancies, firms and studios share the same problem: each client's work is spread across the CRM, the project tool, email and a spreadsheet. AgentticCRM brings it together in one place, from first contact to payment.

  • One record per client, with their sale, their work and their invoices
  • A portal where your client approves, follows their project and pays
  • AI that works with each person's permissions
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Explore AgentticCRM by type of business, by team or by process

Marketing, creative and digital agencies

From first contact to the proposal, the project and payment, without copying client data between the CRM, the project tool, email and a spreadsheet. Your team works in one place and each client sees what is theirs in their portal.

The proposal comes from your service catalog, the client accepts it in their portal and you turn it into an invoice without typing it again. On the same screen you see the proposals waiting for an answer, the opportunities won and the latest invoices with their status.

CRM for agencies

app.agentticcrm.com/app/proposals

Consultancies and professional firms

Each client's record joins the sale, the projects, the tickets and the invoices, with their contacts and their history, so anyone on the team picks a case up without asking where it stood.

Your procedures live in the Knowledge base, and the chat answers citing the document each answer comes from. And you see at a glance what you collected against what you spent, month by month, and what you are still owed.

CRM for consultancies

app.agentticcrm.com/app/invoices

Studios and product and engineering teams

The owners, dates and priorities of each project stay tied to the client and the agreed scope, and support requests arrive as tickets next to the project they belong to.

The team's workload fits on one screen: who has the most open tasks, what is overdue and which project is at risk.

CRM for studios

app.agentticcrm.com/app/projects

The same client process, for any services business

The industry changes, but the path stays the same: sell, run the project, get paid and support. This is how AgentticCRM covers it.

  • From contact to proposal

    Each opportunity moves through your pipeline's stages to the proposal, built from your services and prices.

  • Projects and tasks

    Phases, tasks, owners and dates, tied to the client and to what you agreed with them.

  • Invoicing and payments

    Invoices, payments and expenses in one place, and at a glance what you are owed.

  • Support and communication

    Tickets, email and WhatsApp Business tied to the client's record.

  • Knowledge and procedures

    Answers drawn from your documents, with the source one click away.

  • AI with your permissions

    The Assistant prepares the work and a person approves it before anything changes.

Check whether AgentticCRM fits your team

Questions about AgentticCRM for your kind of business

Is my industry among the solutions?

There are guides for thirty industries, from agencies and consultancies to law firms, clinics with corporate services and maintenance companies. If yours is not listed but you work with proposals, projects and invoices, the same process works for you.

See every industry
Do I have to switch everything at once?

No. You can start with one part, such as proposals and invoices, and add projects, support and the portal when your team is ready. Your clients and your catalog come in through Data import and migration.

How importing works
Does it work for a small team?

Yes. You start on the plan that fits the size of your team and move to a bigger one as you grow, without moving your data.

See plans and pricing
Do my clients have to learn another tool?

No. Your client signs in to their portal from the browser with their email and password, and sees only what is theirs. If you would rather not give them access, they keep receiving their proposals and invoices by email.

What about the email and WhatsApp we already use?

Depending on your plan, you connect them to the Inbox: your organization's email and your WhatsApp Business number arrive in a shared inbox, and each conversation stays in the record of the client it belongs to.

See the Inbox

Show us how your team works today

In a demo we take a real case from your business and follow it through AgentticCRM, from the client record to the proposal, the project, the invoice and support.

Request a demo See plans and pricing

Prefer to explore on your own? Work out your current costs, see how the Assistant works or use the CRM evaluation guide.

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