Features
AgenticRM combines lead management, AI research, personalized email drafting, approvals, reply context, and follow-up workflows in one CRM.
Import leads through CSV or add them manually with the fields that matter to your process.
Write campaign instructions in plain English: offer, tone, qualification, objections, approvals, and follow-up rules.
Use relevant public company and website context to help qualify and personalize leads.
Prepare context-aware emails based on the lead profile, your campaign instructions, and conversation history.
Define the signals that matter to your business and use them to guide outreach decisions.
Review, edit, approve, or reject AI-generated messages before important sends.
Keep lead status, activity, conversations, and campaign context visible in one place.
Configure follow-up timing and stop the sequence when a lead replies.
Connect Gmail/Google Workspace or compatible SMTP infrastructure to send from your business email.
Extend the approval-first workflow to additional outreach channels as they become available.
Store the attributes your campaigns need, from role and industry to location, budget, notes, and custom data.
Use previous messages and CRM context when preparing the next action for a lead.
designed for control
Let the agent handle repetitive research, drafting, classification, and follow-up preparation.
Campaign behavior is shaped by your offer, qualification rules, tone, and process.
Keep important outbound communication behind a review step when your workflow requires it.
Build a campaign around your actual outreach process.