Add any type of lead — B2B prospects, agencies, SaaS companies, local businesses, partners, clients, or custom lists. AgenticRM researches each lead, qualifies it, writes personalized outreach, tracks replies, and prepares follow-ups while you stay in control.
one workspace
AgenticRM connects lead data, AI research, campaign instructions, email conversations, approvals, and follow-ups in one place.
why agenticrm
AgenticRM brings the repetitive work around lead outreach into one workflow so your team can spend more time on qualified conversations.
Give the AI your lead information and campaign context so outreach can be based on more than a name and email address.
Automate repetitive research, qualification, drafting and follow-up preparation while keeping important decisions with your team.
Review important AI-generated messages before sending them and let your team make the final decision.
built for real outreach
Use the same system for prospecting, partnerships, client outreach, agencies, SaaS sales, and other lead-generation workflows.
Research target accounts, personalize first-touch emails, qualify opportunities, and organize replies.
Run repeatable campaigns while keeping client-specific positioning and instructions in context.
Organize prospects, prepare personalized messaging and keep sales conversations connected to lead information.
Prepare follow-ups and re-engagement messages based on previous activity and campaign instructions.
capabilities
AgenticRM combines lead management, AI research, personalized outreach, approvals, reply monitoring and follow-up preparation.
Store company, role, website, notes, location, budget, custom fields, and campaign context.
Use relevant public context to make qualification and personalization more useful.
Describe your workflow in plain English — positioning, tone, qualification, objections, and next steps.
Generate context-aware email drafts based on lead data and the conversation.
Prepare follow-up messages according to your timing and stop when a reply arrives.
Keep important messages in a review queue before they are sent.
channels
Email is live today through Gmail/Google Workspace and compatible SMTP. The product is designed around a reusable approval-first workflow for future channels.
Slack
Coming soonLinkedIn messaging
Coming soonhuman in control
AgenticRM helps your team work faster while keeping important communication decisions visible and reviewable.
AI prepares the message. Your team edits, approves or rejects it, and the final decision stays with a person.
See the review flow →questions
Here are answers to common questions about AgenticRM's current workflow.
AgenticRM is an AI-powered CRM designed to help teams research leads, qualify prospects, personalize outreach, manage email conversations and prepare follow-ups from one workspace.
Gmail/email outreach is supported today. Standard SMTP can also be connected for compatible providers. Additional channels are planned.
Yes. The current workflow supports importing leads through CSV as well as adding leads manually.
Yes. You define the offer, tone, qualification rules, objection handling and approval requirements in your campaign instructions.
The reply can be captured in the CRM conversation context, the lead status can be updated, and the agent can prepare the next response based on your rules.
The current workflow is approval-first. AI prepares messages and your team can review, edit, approve or reject them before sending.
Yes. AI-generated drafts are designed to give your team a useful starting point. You can review and edit messages before approving them.
Yes. The workflow can be configured for B2B prospecting, SaaS sales, agency outreach, partnerships, client outreach, lead re-engagement and other custom workflows.
Yes. You can provide qualification criteria and campaign instructions relevant to your business and target audience.
Yes. Follow-up messages can be prepared according to your campaign instructions and timing.
AgenticRM combines CRM-style lead management with AI-assisted outreach, connecting lead information, research, personalization, conversations, approvals and follow-ups in one workflow.
The workflow is designed around plain-language campaign instructions, lead information and review steps, so teams can describe how they want their outreach to work without writing complex AI prompts from scratch.
Upload leads, describe your campaign, review AI-generated messages, and keep your team focused on real conversations.
Start free. No credit card required to create an account.