Five of your business processes, from start to finish
Work in a services business rarely gets lost inside a tool: it gets lost when it passes from one person to the next. These five pages follow each process end to end in AgentticCRM, with what your team does at each step and what your client sees.
- Every step with its owner
- What your client sees at every stage
- Data is entered only once
Choose the process
- From first contact to proposalThe inquiry comes in through a form, an email or a booking, and ends in a proposal the client accepts in their portal.
- From accepted proposal to projectYour team opens the project with what was sold and the client follows its progress.
- From finished work to paymentThe invoice comes from what was agreed and the hours tracked, and each payment brings the balance down.
- From request to resolutionEvery request is a ticket with an owner and a deadline, and the client follows its status.
- From your documents to an answer with its sourceYour team asks and the answer comes from your documents, linked to the one that backs it.
What the five processes have in common
-
An owner at every step
Every opportunity, project, task and ticket has a person in charge, and the Main dashboard flags anything left without an owner.
-
Data is entered once
The proposal becomes an invoice with its lines, the project's hours reach the invoice and the conversation stays in the client's record.
-
Your client sees their part
In their Client portal they accept proposals, follow their projects, pay their invoices and open tickets, without seeing any of your internal work.
-
Every step is on record
Who accepted the proposal, who changed an invoice's status, who recorded the payment: the Activity log keeps it with the date.
Where work gets stuck between one team and the next
A tool can work well and the work still gets stuck: when sales closes a deal and whoever runs the project doesn't know what was promised, when the project ends and nobody tells whoever invoices, or when a client asks and only one person knows the answer.
In AgentticCRM each of those moments happens inside the same record. Whoever comes next sees what the previous person did, and nobody has to rebuild it from their inbox.
Questions about the processes
Do I have to use all five processes from day one?
No. You can start with the one that costs you most today, such as invoicing work you've already finished, and add the others when your team is ready. What you record from the start already serves the next ones.
Does my client get an email every time something changes?
No. Your client gets what you decide to send: the proposal, the invoice, a meeting invitation. Project progress notices start switched off and you turn them on project by project.
Can I adapt the stages to the way I sell?
Yes. The Sales pipeline starts with seven ready-made stages and you rename them, reorder them or add your own. If you sell things with different processes, each one can have its own pipeline.
What does my client see of all this?
What you share with them in the Client portal: their proposals, invoices and balance, their projects' progress, their meetings and their tickets. None of your team's internal work.
See the Client portalCan I bring what I already have in other tools?
Yes. You import clients, services and team from Excel, CSV, Word or PDF, as well as projects and deals with their history, reviewing each row before anything is saved.
See Data import and migrationShow us the process you want to sort out
In a 15-minute demo we follow that process end to end in AgentticCRM, with what your team would do and what your client would see.
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.