A CRM for every kind of service business
An agency, an accounting firm and a maintenance company sell different things, but with their clients they follow the same path: they answer an inquiry, send a proposal, do the work, invoice and handle whatever comes next. Here you see how a business like yours does it in AgentticCRM.
- Four kinds of business, explained step by step
- Guides for thirty industries
- Stages and services named the way your industry names them
Choose the kind of business closest to yours
- AgenciesMarketing, creative and web development: several accounts at once, proposals the client accepts in their portal and fees invoiced every month.
- Consultancies and firmsMeetings the client books, hours that reach the invoice and procedures your team looks up with their source.
- Studios and technical teamsFrom the requirements document to phases and tasks, with the team's load in view and each project's access details encrypted.
- Client service teamsEmail, WhatsApp and tickets in one shared inbox, with an owner and a deadline for every request.
- Service businessesA client's whole journey in AgentticCRM, from the first inquiry to payment and support.
Guides for thirty service industries
Each guide explains how that industry works with its clients and which part of AgentticCRM it uses at each step.
Agencies and studios
Advisory and professional firms
Technology and service operations
Administration and regulated work
People and experiences
What you adjust to the way your industry works
The product is the same for everyone. What changes is the words, the steps and the prices, and you set those.
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Your pipeline stages
You name the Sales pipeline stages the way your team does, from “Site visit” to “Quote sent”. If you sell services with different processes, each one can have its own pipeline.
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Your catalog and your units
You charge by the hour, month, unit or project, with each service's price and tax already written in Services and products.
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The details your industry needs
If the client record is missing a detail your industry needs, you add it once and it's available to your whole team.
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Roles named after your team
Besides the ready-made roles, you create your own, such as Partner, Coordinator or Technician, with the permissions each one needs.
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Your documents, with your brand
Proposals and invoices go out with your logo, your tax details and the numbering series your business uses.
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Your currency, language and time zone
Totals add up in your organization's currency and each client can have their own. Reminders and recurring fees follow your time zone.
Questions about AgentticCRM by industry
What if my industry isn't on the list?
If your business sends proposals, does work for its clients and invoices them, AgentticCRM works for you just the same. Start with the page for the kind of business closest to yours: the journey is the same.
Can I sell services with different processes?
Yes. Each line of business can have its own pipeline with its own stages, and they all end up in the same client record, with its proposals, projects and invoices.
See the Sales pipelineDo I have to drop my industry's specialist software?
No. Your design software, accounting system or monitoring tool keep doing their job. AgentticCRM runs the relationship with the client: the proposal, the project, the invoice, payment and support.
Can I bring what I already have in spreadsheets?
Yes. You upload your clients and your price list as Excel, CSV, Word or PDF, review each row and nothing is saved until you confirm. You can also bring projects and deals with their history.
See Data import and migrationHow do I know whether AgentticCRM fits my business?
Answer the six questions in the fit test: we tell you what AgentticCRM covers of the way you work, what depends on the plan and what another tool handles better.
Take the fit testLet's look at AgentticCRM in your industry's words
In a 15-minute demo we follow a real case from your business, with the names your team uses for each stage, service and document.
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.