Solutions
One platform, every kind of service organization.
Agencies, consultancies and professional firms, studios and technical teams share the same problem: client work lives scattered across tools. AgentticCRM brings it together, from client relationship to cash, with the context in one place.
Agencies
Marketing, creative, and digital agencies
From proposal to delivery and payment, without copying client context between the CRM, the project tool, email, and the spreadsheet. Each client sees only their portal; the team works in one space.
What changes
- An accepted proposal becomes a project without retyping anything.
- The client approves, sees progress and invoices in their portal, without digging through email threads.
- Profitability per client and per project, visible without building reports by hand.
Consultancies and firms
Consultancies and professional-services firms
Client knowledge stops living in one person's head. Proposals, scopes, deliverables, support, and procedures share one record, with role-based permissions so each person sees what pertains to them.
What changes
- The current procedure answers with citations to its source, not in a lost document.
- Each role — partner, manager, consultant — sees only what their permission allows.
- Continuity does not depend on who is available: the context stays in the record.
Studios and technical teams
Studios, product and engineering teams
Delivery with owners, dates, and priorities visible, tied to the client and scope that started it. Support and client questions arrive where the work lives, not in a separate channel.
What changes
- Committed and pending work are seen together, with their client and date.
- Assistance works inside permissions and prepares actions a person approves.
- External agents connect over MCP, and their writes become proposals, not direct execution.
By use case
The same workflow, whatever your organization is called.
Proposal to close
Repeatable offers turned into clear proposals the client approves in their portal.
Delivery and projects
Owners, dates, and priorities visible, tied to the client and scope.
Billing and collections
Invoices, payments, and expenses with operational visibility of the revenue cycle.
Support and communication
Requests, history, and inbox tied to the client record.
Knowledge and procedures
Approved knowledge answers with citations to its sources, not in shared drives.
Governed assistance
The Assistant answers and prepares actions; a person with permission approves them before execution.
Bring us the workflow that slows your team down.
We will show you how AgentticCRM carries it from the client record to the next decision, delivery, or payment — with data from your own operation.