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Every deal with its owner, its value and its next step

Selling in a services business means handling new inquiries, sent proposals and returning clients at the same time. In AgentticCRM every deal lives in the Sales pipeline with its owner and next action; the proposal comes from your catalog, the client accepts it in their portal and you turn it into an invoice without typing it again.

  • Six ways for a deal to come in, on one board
  • Proposals with your services, prices and PDF
  • The client's acceptance, with their name and the date
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Sample screen with fictitious data.

From first contact to the accepted proposal

  1. The inquiry comes in

    Through a form, an email, a WhatsApp message or a meeting booking, and it lands in the board's first stage with the details of whoever asked.

  2. You qualify it

    You give it an owner, an expected value and a close date, and the next action is saved as a dated task.

  3. You prepare the proposal

    From the opportunity, with your catalog's services, their photos and prices. If the client didn't exist yet, it's created at that moment.

  4. The client decides

    They accept or decline it in their Client portal. If they accept, the deal moves to Won; if not, you close it with its reason.

  5. The work begins

    The accepted proposal becomes an invoice with the same lines, and your team opens the project with what you sold.

What each deal carries in the Sales pipeline

  • One owner

    Each opportunity has one person in charge, so nobody wonders whose turn it is.

  • The next action, with a date

    The next step is a real task. The board tells you which deals have no next action and which have an overdue one.

  • Value and probability

    You note how much you expect to invoice and the stage supplies the probability, so a fresh inquiry looks different from a deal about to close.

  • Stage history

    Every move is saved with its date, so you know how long a deal takes from proposal to close without guessing.

  • Loss reason

    Price, timing, competition, no answer or no budget, so at year's end you know why deals got away.

  • A pipeline for each way you sell

    If you sell things with different processes, each one gets its own pipeline with its own stages.

A proposal your client accepts in their portal

You build the proposal from your catalog's services, with their description, photo and price, and review the PDF exactly as your client will receive it, with your logo and tax details. You send it by email from your organization's address or share a link that opens without an account.

To accept or decline, your client signs in to their Client portal, and the decision is saved with their name, the date and the version they approved. You see it right away, and what they accepted becomes an invoice with the same lines, taxes and discount.

How Proposals work

Ask your ChatGPT or Claude

Three requests sales makes of its AI once it is connected to AgentticCRM, with the answer it gets.

  • You: Get me ready for the 11:30 call with Grupo Almendra.

    Claude:

    Here's what's worth bringing to the call:

    • The project. The Client portal is at risk, with 2 overdue tasks, and the accessibility review is due today.
    • The payment. Invoice #2041, for USD 18,900.00, is 12 days overdue.
    • The renewal. The annual services agreement, for USD 58,000.00, is in Negotiation with Marta Solís.

    I'd open with the project and close with the payment: that conversation goes better once the client sees the work moving.

  • You: Research Nordia online and save what matters as a note on their record.

    ChatGPT:

    Done, it's saved as a note on their record. What's most useful for you:

    • They're growing. They opened a new office this month and are hiring support staff.
    • They already know us. They have the Managed support opportunity open with us, for USD 14,200.00, and the project we started with them is on hold.

    It's a good moment to bring up support again. Should I leave you a task to call them this week?

  • You: Add Estudio Lumen, with Sofía Rivas as the contact, and open a USD 4,800.00 opportunity for them.

    Claude:

    Done. Estudio Lumen is now in Clients, with Sofía Rivas as the main contact, and their USD 4,800.00 opportunity is in your name, in the Contacted stage of the pipeline.

    Should I set a call with Sofía this week as the next step?

See everything your AI can do with your CRM

Questions from sales

Do I need to create the client before tracking a deal?

No. The opportunity keeps the name, company, email and phone of whoever asked. The client is created from the opportunity when needed, usually when you prepare the proposal, and the two stay linked.

How are form inquiries shared out?

Each published form creates the opportunity in the pipeline you chose and assigns it to one person or rotates it across your team, remembering whose turn is next.

See Forms
Can my client see the sales board?

No. The Sales pipeline belongs to your team. Your client only sees what you share with them in the Client portal: their proposals, invoices and projects.

Can I bring the deals from my previous CRM?

Yes. The history import shows you what's coming in before you confirm, with its stage, owner and outcome.

Where do I see everything we've discussed with a client?

In their record, in Clients and contacts: their contacts, notes, proposals, invoices, projects, tickets, meetings and the conversations from the Inbox and WhatsApp.

The features sales uses

Show us how your team sells today

In a 15-minute demo we take a real deal from your business from inquiry to accepted proposal, with your services and your stages.

Request a demo See the Sales pipeline 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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