Questions about AgenticRM.

AgenticRM is an AI-powered CRM for lead outreach. It helps you research, qualify, personalize, and follow up with leads while keeping your team in control of important sending decisions.

Email outreach is supported today through Gmail/Google Workspace and compatible SMTP. Slack and LinkedIn messaging are shown as planned channels.

Yes. You define the offer, tone, qualification criteria, objection handling, approval requirements, and follow-up strategy through campaign instructions.

Yes. Lead data can include company, role, website, industry, location, budget, notes, and other custom attributes relevant to your workflow.

The reply can be captured in the CRM thread, the lead status can be updated, and the agent can prepare the next response or follow-up based on your rules.

The current workflow is approval-first: AI prepares messages and you can review, edit, approve, or reject them before sending when approval is required.

Yes. Use plain English to describe your qualification rules, positioning, tone, objection handling, approval rules, and follow-up strategy.

Gmail and Google Workspace are supported through OAuth, and standard SMTP can also be connected for compatible providers.

AgenticRM is designed as an AI-assisted outreach CRM, keeping lead information, activity, conversations, approvals, and follow-up workflow together for the outreach process.

Yes. The plans support multiple campaigns and custom instruction sets so different outreach workflows can be configured for different audiences or services.

Yes. The approval workflow allows you to review and edit a draft before approving it for sending.

You configure a follow-up cadence and campaign instructions. AgenticRM can prepare the next message for leads that do not respond and stop when a reply is received.