Your team
- Sees every inquiry on the board, with its owner
- Knows which deals have no next action
- Builds the proposal with services, photos and prices
- Sees the client's answer right away
Every inquiry, from first contact to an accepted proposal
An inquiry can arrive through your website form, by email, on WhatsApp or by booking a meeting. In AgentticCRM they all land in the same Sales pipeline with a person assigned, move forward with a next action and end in a proposal your client accepts in their portal.
- Every inquiry with its owner from the moment it arrives
- The proposal built from your catalog
- The client's answer, with their name and the date
An AgentticCRM proposal screen with fictitious data: the number, the title Lightweight ERP rollout and the Accepted status; the total, the client Vértice Legal and the deal it came from; the details with the issue and valid-until dates and the person responsible; the line items, each with its image and formatted description; the totals with a 5% discount before tax; the notes, and on the right the recipient. Pressing View document opens the proposal as the client receives it, with the organization's details, its tax ID, the lines with their images and the totals.
How an inquiry moves to a proposal
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The inquiry arrives
Someone fills in your form, writes to you or books a meeting, and the opportunity appears in the first stage with their details and the channel it came through.
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It's assigned automatically
The form gives it to a set person or rotates it, and whoever receives it gets a notice and a first task to reply the next day.
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You qualify it
You note the expected value and close date, and the stage supplies the probability.
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You prepare the proposal
From the same opportunity, with your catalog's services. If there was no client record yet, it's created at that moment and linked.
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You send it
By email from your organization's address or with a link, and the card moves itself to the proposal stage.
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The client answers
They accept or decline it in their portal. If they accept, the deal is won; if not, you close it with its reason.
What your team does and what your client sees
Your client
- Gets a confirmation when they submit your form
- Books their time without creating an account
- Opens the proposal from a link, with no password
- Accepts or declines it in their portal
What keeps an inquiry from getting lost
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The next action is a task
With a date and an owner, and the board counts deals with no next action and ones where it's overdue.
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Round-robin assignment
If your team takes turns with inquiries, the platform remembers whose turn is next.
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It recognizes existing clients
The inquiry's email is compared with your clients and, if it matches one, the opportunity is linked to them.
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Expiry with a warning
Each proposal states how long it's valid, and you're warned about the ones about to expire.
Questions about this process
Can I put the form on my website?
Yes. You publish it with a link or embed it on your site with the code AgentticCRM gives you, and each submission can arrive as an opportunity in the pipeline you choose.
See FormsWhat if the inquiry arrives on WhatsApp?
From the Inbox and WhatsApp you turn the conversation into an opportunity without copying anything by hand, and the conversation stays in the client's record.
How many pipelines can I have?
It depends on your plan. If you sell two things with different processes, each one can have its own pipeline with its own stages.
What happens when the client accepts?
The proposal is accepted, the linked deal is marked as won and you create the invoice with the same lines, taxes and discount. Your team opens the project with what was sold.
Can we find out why we lose deals?
Yes. Closing a deal as lost asks for the reason, whether price, timing, competition, no answer or no budget, and every stage change is saved with its date.
The features in this process
- FormsThe full inquiry from first contact.
- Sales pipelineEvery deal with its stage, value and next action.
- Inbox and WhatsAppEmails and messages that become opportunities.
- Calendar, bookings and video callsMeeting bookings that go into the pipeline.
- ProposalsThe PDF offer with your services and prices.
- Client portalWhere your client accepts or declines the proposal.
Follow a real inquiry with us
In a 15-minute demo we take an inquiry from your business from the form to the accepted proposal.
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.