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AgentticCRM

Clients and sales

  • Clients and contacts
  • Sales pipeline
  • Proposals
  • Services and products
  • Forms
  • Data import and migration

Artificial intelligence

  • ChatGPT and Claude
  • Assistant
  • Knowledge base and chat

Daily work and projects

  • Main dashboard
  • Projects
  • Tasks and time
  • Calendar, bookings and video calls

Billing and finance

  • Invoices
  • Payments
  • Expenses
  • Reports

Service and communication

  • Inbox and WhatsApp
  • Support tickets
  • Alerts
  • Client portal
  • Communications and notifications
  • Organization email

Administration and security

  • Organization administration
  • Activity and audit
  • Organization recovery

Documents and files

  • Documents
  • Gallery
  • File transfers
  • Confidential sends
  • AgentticVault

Get to know AgentticCRM

  • How it works
  • AI CRM
See all features →

By type of business

  • Agencies
  • Consultancies
  • Studios
  • Client service teams
  • Service businesses
  • See every industry

By team

  • Leadership
  • Sales and accounts
  • Projects
  • Support and operations
  • Administration
  • See every team

By process

  • From first contact to proposal
  • From accepted proposal to project
  • From finished work to payment
  • From client request to resolution
  • Answers from your own documents
  • See every process
Does AgentticCRM fit your operation?Six questions about how your team sells, runs its projects, supports clients and bills. In one minute you see what AgentticCRM covers and what is better handled by another tool.Answer the six questions →
See all solutions →
Pricing

Choosing a CRM

  • CRM evaluation guide
  • Calculators

Articles and help

  • Blog
  • Help center

Compare AgentticCRM with

  • HubSpot
  • Salesforce
  • Zoho CRM
  • Pipedrive
  • monday CRM
  • See all comparisons

Getting started

  • How to sign up for AgentticCRM
  • Data migration plan
  • Process mapping workshop
  • Implementation help
Run the numbers with your own figuresPut a number on your opportunities, proposals and collections, or add up what you pay today for separate tools.Open the calculators →
See the resource center →

Security

  • How we protect your data
  • Separate data and permissions
  • AI, approvals and change history
  • Backups, recovery and deletion

The company

  • About us
  • Changelog
  • Roadmap
  • Privacy
  • Terms of Service
Does your technical team have questions?In a demo we walk you through how data is kept separate, who can see what and what gets recorded for every change.Request a demo →
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Legal

Website terms of use

The conditions for using this website.

Last updated: August 28, 2026

Scope

These terms govern use of the public website agentticcrm.com, operated by Global Agenttic. Use of the AgentticCRM platform by contracting organizations is governed by its own service agreement, not by these terms.

Acceptable use

You may browse the site and request information. You must not attempt to breach its security, scrape it abusively, impersonate others, or use the form for fraudulent submissions or spam.

Intellectual property

The AgentticCRM brand, logo, text, design, and other site content belong to Global Agenttic or are used with permission. No rights over them are granted beyond viewing them on the site.

No warranties and liability

Site content is informational and provided “as is”. We aim to keep it accurate and current, but do not guarantee it is error-free or uninterrupted. To the extent permitted by law, we are not liable for damages arising from use of the site.

Third-party links

The site may link to third-party pages. We do not control their content or privacy practices, and their inclusion does not imply endorsement.

Changes and availability

We may modify, suspend, or withdraw parts of the site and update these terms at any time. The current version is the one published on this page.

Governing law

These terms are governed by the laws of the Republic of Panama. For any dispute, the parties submit to the competent courts of Panama, without prejudice to any rights the law grants to consumers.

Contact

For questions about these terms, reach us through the contact form.

AgentticCRM

Manage clients, projects, support, and billing in one place. Access AgentticCRM from your browser; we handle updates and maintenance.

Contact

Global Agenttic (Negocios Virtuales, S.A.) Panama City, Panama. Ave. de la Paz, Betania. PH Villa Cáceres Plaza, ground floor. +507 310-9722 Support: soporte@globalagenttic.com

Features

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Company

Security About us Help center Changelog Roadmap

Get started

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CRM guides by industry

Agencies and studios

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Advisory and professional firms

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Technology and service operations

CRM for MSP and IT support companies CRM for website maintenance companies CRM for installation and maintenance companies CRM for service logistics companies CRM for internal B2B service teams

Administration and regulated work

CRM for legal firms CRM for accounting firms CRM for property management companies CRM for permit and filing services CRM for administrative outsourcing companies

People and experiences

CRM for audiovisual production companies CRM for recruitment companies CRM for corporate training providers CRM for corporate event companies CRM for corporate travel agencies

Facilities, health, and education

CRM for private security companies CRM for cleaning and facility-service companies CRM for clinics with corporate services CRM for laboratories with corporate accounts CRM for private education centers
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