Transform Leads Into Loyal Customers
Complete CRM platform with lead management, smart scheduling, AI chatbot, proposals, invoices, and more — everything you need to grow your business.
Platform
Uptime
AI Support
Faster Conversions
Active Leads
48
+5 this week
Appointments
12
3 today
Open Proposals
8
2 pending
Invoices Sent
156
this month
Activity Overview
Quick Actions
Built With Enterprise-Grade Technology
Multi-Agent AI
6 Specialized Agents
Stripe Billing
Subscription Payments
Client Messaging
2FA / TOTP
Secure Authentication
8+
Core Modules
3
Languages
6
AI Agents
Generation
Powerful features to run your client business
From lead capture to invoicing, Agentic CRM handles the full client lifecycle so you can focus on closing deals.
Lead Management
Track leads through configurable pipeline stages with Kanban view, custom fields, and activity logging.
Scheduling & Bookings
Manage appointment types, team availability, and group booking sessions with public registration pages.
AI Chatbot
Multi-agent chatbot with 6 specialized AI agents, RAG knowledge base, and an embeddable website widget.
Proposals
Create professional proposals with line items, custom terms, and send them directly to clients via email.
Invoices
Generate invoices with automatic calculations, PDF export, and email delivery for seamless billing.
Group Booking Sessions
Host group sessions with capacity management, public registration pages, and automated reminders.
Document Collection
Request, collect, and approve documents from clients with customizable document types and workflows.
WhatsApp Integration
Connect with clients via WhatsApp with message templates, session management, and automated responses.
Membership Plans
Define membership tiers with credits, usage tracking, and Stripe-powered subscription billing.
Analytics Dashboard
Track lead sources, conversion funnels, team performance, and revenue trends with visual charts.
Multi-Tenant Workspaces
Isolate data per workspace with role-based access control, team management, and workspace-scoped settings.
Authentication & Security
JWT authentication, Google OAuth, two-factor authentication (TOTP), and granular RBAC permissions.
Your CRM, Powered by AI
See how Agentic CRM combines lead management, scheduling, and AI chatbot into one platform
No signup required to watch
Multi-Agent Chatbot
6 specialized AI agents handle sales, scheduling, events, and support inquiries automatically
Embeddable Chat Widget
Add the chatbot to your website with a single script tag — fully branded to your workspace
CRM Analytics
Track lead sources, conversion funnels, team performance, and revenue trends in real time
Public Booking Pages
Share booking links for appointments and group sessions — clients self-schedule without back-and-forth
Get a personalized walkthrough with our team
Built-In Power, Ready to Connect
Real integrations and built-in capabilities that power your CRM
Stripe
PaymentsSubscription billing, one-time payments, and credit purchases
Send and receive client messages via WhatsApp Business
Gmail
EmailSend proposals, invoices, and notifications via Gmail
Google OAuth
AuthenticationOne-click sign-in with Google accounts
AI Chatbot
Built-inMulti-agent chatbot with RAG knowledge base
PDF Generation
Built-inGenerate and email proposals and invoices as PDF
Scheduling
Built-inPublic booking pages for appointments and group sessions
Lead Pipeline
Built-inConfigurable stages with Kanban board and activity log
Analytics
Built-inLead sources, funnels, team performance, and trends
Multilingual
Built-inFull interface in English and Simplified Chinese
Webhooks
Coming SoonEvent-driven notifications to external services
REST API
Coming SoonPublic API for custom integrations and automation
Need a custom integration? Contact us
Loved by Teams Worldwide
See what our customers have to say about their experience
“The lead pipeline with Kanban view made it easy to track every prospect. Custom fields let us capture exactly the data we need.”
Kanban
Pipeline View
Custom
Lead Fields
Sarah Chen
Sales Manager, GrowthCo
“The AI chatbot handles most client inquiries automatically. Six specialized agents means it actually understands context and routes correctly.”
6
AI Agents
RAG
Knowledge Base
Marcus Johnson
CEO, ClientFirst
“Two-factor authentication and role-based access control gave us the security posture we needed. Workspace isolation keeps client data separate.”
2FA
Authentication
RBAC
Access Control
Anna Schmidt
CTO, SecureOps
“Creating proposals and invoices with PDF generation saved us hours. Being able to email them directly from the platform is a huge plus.”
Generation
Delivery
David Park
Account Executive, DealFlow
“Public booking pages and group sessions made scheduling effortless. Clients book themselves and we just show up.”
Public
Booking Pages
Group
Sessions
Lisa Wang
Operations Director, BookSmart
“Membership management with Stripe billing handles renewals automatically. Credits and usage tracking just work out of the box.”
Auto
Renewals
Stripe
Billing
James Miller
VP Operations, MemberHub
Simple, Transparent Pricing
Choose the plan that fits your business. All plans include our core features and a 14-day free trial.
Free
Get started with basic features
- Up to 3 team members
- 1 Workspace
- Up to 50 leads
- 100 AI conversations/month
- Basic analytics
- Up to 25 memberships
Professional
For growing teams and businesses
- Up to 10 team members
- 5 Workspaces
- Up to 500 leads
- 1,000 AI conversations/month
- Advanced analytics & reports
- Custom branding
- API access
- Email support
Enterprise
For large organizations with advanced needs
- Up to 100 team members
- Unlimited Workspaces
- Unlimited leads
- 5,000 AI conversations/month
- Unlimited memberships
- Priority support
- Dedicated support
- SLA guarantee
- Custom branding & API access
All prices in USD. Enterprise plans include custom SLAs and dedicated support.
Frequently Asked Questions
Everything you need to know about our platform
Agentic CRM combines lead management, scheduling, proposals, invoices, memberships, and a multi-agent AI chatbot into a single platform. Instead of stitching together multiple tools, you get everything in one workspace.
Most teams are up and running within a day. The guided onboarding flow walks you through workspace setup, pipeline configuration, and team invitations. No technical setup required.
Agentic CRM integrates with Stripe for subscription billing and payments, WhatsApp for client messaging, Gmail for email delivery, and Google OAuth for authentication. The AI chatbot can be embedded on any website via a script tag.
Yes. We use JWT-based authentication with HttpOnly cookies, support two-factor authentication (TOTP), and enforce role-based access control at the workspace level. All data is isolated per workspace.
Yes! We offer a 14-day free trial with full access to all features. No credit card required.
We offer three tiers based on team size and features. All plans include the lead pipeline and scheduling. Higher tiers add AI chatbot, proposals, invoices, memberships, and WhatsApp. Annual plans receive a 20% discount.
All plans include email support. Professional plans add priority support. Enterprise customers get a dedicated success manager and custom onboarding.
You can upgrade your plan at any time to accommodate more team members. We'll prorate the difference. Enterprise plans offer unlimited team members for organizations of any size.
Yes. You can export leads, contacts, invoices, and other records at any time. Your data belongs to you, and we make it easy to download everything in standard formats like CSV and PDF.
API access is available on Professional and Enterprise plans. You can integrate Agentic CRM with your existing tools and automate workflows using our REST API.
Still have questions? Contact our support team
Ready to Manage Your Clients Smarter?
Start using Agentic CRM to track leads, schedule appointments, send proposals, and let AI handle client inquiries.
No credit card required. Cancel anytime.