AgentticCRM
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From the client's yes to a project underway

The moment the client accepts is when the most information gets lost: what was promised is in the proposal, the scope in a document and the dates in the seller's head. In AgentticCRM the accepted proposal stays in the record, your team opens the project with it in front of them and the client sees their work start in the portal.

  • The accepted proposal, in the client's record
  • A phase plan from the requirements document
  • The client sees their project start
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Sample screen with fictitious data.

How a proposal becomes a project

  1. The client accepts

    In their Client portal, and the decision is saved with their name, the date and the version they approved.

  2. You issue the invoice

    The accepted proposal becomes an invoice with the same lines, prices and taxes, whenever you decide to invoice.

  3. You open the project

    You choose the client, the owner, the team and the dates and, if you like, the budget and the hourly rate.

  4. You build the plan

    By hand or by uploading the requirements document: AgentticCRM proposes phases, tasks and subtasks, and the project is created when you confirm it.

  5. The team starts

    Each task has its owner and its date, and shows up in each person's task list.

  6. The client follows progress

    In their portal they see the plan by phase, how each one is going and the tasks that depend on them.

Whoever runs the project plans it with what was sold in view

Whoever will run the project builds its plan with everything at hand: the accepted proposal with its lines, the client's record and, if you upload the requirements document, a plan of phases and tasks ready to review.

That way the project starts with the phases in the order they'll be done, each task with its owner and dates the team can meet.

What your team does and what your client sees at kickoff

Your team

  • Shares out phases and tasks with owners and dates
  • Tracks the time of each task
  • Keeps the project's access details and files
  • Talks in each task, without the client seeing it

Your client

  • Sees the plan by phase and how each is going
  • Gets the tasks that depend on them
  • Sends you copy, logos and documents in the project
  • Gets progress notices only if you turn them on

Questions about this process

Can I start the project before invoicing?

Yes. Invoicing and opening the project are separate steps: you decide when to issue the invoice, when the proposal is accepted, later on or from the hours the team tracks.

Does the client need an account to follow their project?

To see progress they sign in to their Client portal with the access you give them. To confirm a task you assigned them, the link they get by email is enough, even without an account.

What if the scope changes halfway through the project?

You prepare a proposal for what's being added, the client accepts it in their portal and your team adds the new phases or tasks to the project. That way what was agreed is in writing before it's done.

Does whoever runs the project see what was discussed during the sale?

Yes, if their role lets them see the client: the record holds the proposal, the notes and the conversations from the Inbox and WhatsApp.

The features in this process

Show us how a project starts today

In a 15-minute demo we take an accepted proposal and build its project together, with what your client would see in their portal.

Request a demo See the Client portal 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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