What each team does in AgentticCRM
In a services business, each team looks at the same client from a different side: sales follows the deal, the project team the work, support the requests and leadership the numbers. In AgentticCRM everyone works on the same record, and each person sees and does what their role allows.
- One client record for every team
- Each person sees what their role allows
- Work moves from one team to the next without being typed again
Choose your team
- LeadershipSales, collections, projects at risk and who owes you, on the Main dashboard and in Reports.
- Sales and accountsEvery deal with its owner and next step, and proposals your client accepts in their portal.
- ProjectsProjects in phases, tasks with owners, tracked time and the progress your client sees.
- Support and operationsTickets with priority and deadlines, the team inbox and the alerts from your systems.
- AdministrationYour team, their roles and permissions, the Activity log and recovery points.
Every team works on the same client record
Sales records the deal and sends the proposal. When the client accepts it in their portal, the proposal becomes an invoice with the same lines, and whoever runs the project creates it from what was sold, without asking anyone to forward the email.
Support opens the record and sees the proposal, the project and the conversations before answering. Leadership sees the numbers that come out of all of it. Nobody copies data from one tool to another, because everyone works in the same one.
Each person sees what their role allows
Permissions are set per role and adjusted person by person. That way, whoever signs in to AgentticCRM finds their own work, not the whole company's.
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Four ready-made roles
Admin, Manager, Member and Viewer, each with its permissions already set. Use them as they are or as a starting point.
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Roles of your own
Create the role for a job that isn't on the list, from scratch, from another role or from a template.
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Person-by-person adjustments
Add or remove a permission for one person without changing their role, and go back to the role's permissions whenever you need to.
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Money, only for those allowed to see it
Invoices, payments, expenses and profitability appear on the Main dashboard and in Reports only to those allowed to see them.
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The client portal, kept apart
Your client signs in to their Client portal and sees only what you shared with them. Your team's workspace never appears there.
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AI with the permissions of whoever uses it
The Assistant works with the permissions of the person who asks, and a connected ChatGPT or Claude with the role of the person it acts for.
Questions about teams and permissions
Does each team need its own plan?
No. Your organization has one plan and each person signs in with their role. The plan sets how many people it includes; your clients' Client portal accounts don't count as team members.
Can the support team see billing?
Only if their role allows it. Invoice, payment and expense figures appear only to people allowed to see them, and you grant that permission per role or person by person.
What happens to the work of someone who leaves?
You deactivate them: their session closes and they can no longer sign in, but all their work stays under their name, with its history.
Can I see who made each change?
Yes. The Activity log records who did each action, when and on which record, including sign-ins and what the Assistant and connected agents did.
See Activity and auditDoes every plan include all of this?
Roles, permissions and the Client portal come with every plan. Some team features, such as Support tickets or the Inbox and WhatsApp, depend on the plan; Pricing shows what each one includes.
Compare the plansGo over what each team needs with us
In a 15-minute demo we take a case from your business and show you what each team would see and do in AgentticCRM.
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.