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Discover how GoAgenticCRM accompanies your sales team through every step of the day, from planning the route to analyzing results.
Before leaving home, your rep already knows what to do today
Today's visits organized by zone and postal code. No wasting time crossing the city.
Visits, calls, and tasks in one view. Nothing falls through the cracks.
30 minutes between two appointments? The app shows you which clients are nearby to make the most of your time.
You arrive knowing more than your own client about their business
Billing, purchases, activities, unpaid invoices, contacts. Everything on one screen, without searching in another system.
Visual month-by-month comparison. Instantly see if the client is buying more or less than last year.
The app tells you which products this client should restock, which ones you could cross-sell, and what their purchasing patterns are.
AI generates a client briefing before the visit. What happened in the last visit, what was agreed, what is pending.
The visit report is done DURING the visit, not two days later
Prepare, visit, record result. Designed to do it from your phone in the car or at the café after the meeting.
Visit type, result, comments. Done in 2 minutes. No endless forms.
With Aircall, every call is logged automatically. Duration, time, contact. Without lifting a finger.
The numbers that actually move your business, not decorative dashboards
Visits made, reports completed, sales by period. Daily and weekly breakdown.
By account, by product family, by rep. Spot who is declining before it is too late.
Select a time period and any level of your product hierarchy—family, subfamily, or individual product—to find clients who bought. Then select another period and product level to find who DIDN'T buy. Cross-reference both lists to uncover lost clients, cross-sell gaps, and reactivation targets.
Based on real pipeline data and historical trends. Not on wishful thinking.
Drag and drop fields to create the exact report you need. Filter, group, and export—no formulas, no waiting for IT, no technical skills required.
What can be automated, gets automated. Your team focuses on selling.
When a client changes status, when an invoice is overdue, when X days pass without activity. The app acts on its own.
A visit ends and the follow-up task is already created and assigned.
Automated emails based on CRM events. Without anyone remembering to send them.
Contracts, quotes, and proposals generated in seconds from the client's data.
In the car, at the client, in the office. Always the same app, always the same data.
It's not a website disguised as an app. It's a real app, fast and designed for mobile.
The same features in the browser. For when you work from your computer.
Your rep logs a visit on mobile and the director sees it instantly on their dashboard.
Spanish, English, French, Catalan, and Dutch. Your team works in their language.
Stop chasing unpaid invoices in spreadsheets. Track, coordinate, and resolve overdue accounts inside your CRM.
See every overdue invoice with days outstanding and aging brackets. Know instantly which clients need attention.
Sales, finance, and management coordinate follow-ups with threaded comments on each overdue account.
Automatic notifications when invoices pass your thresholds. No more manual tracking or missed deadlines.
Payment status visible on the client profile. Your rep knows the situation before walking into the meeting.
No more chasing reps for incomplete reports. Enforce standards automatically and know exactly who changed what.
Required fields, completion rules, and validation checks ensure reps fill in what matters before moving on.
Every field change tracked: who made it, when, and the before/after values. Complete history for every record.
Run reports on data modifications across the team. Spot anomalies and ensure accountability in seconds.
Track specific high-value fields like pricing, status, or ownership changes with dedicated audit logs.
Moving from Salesforce or another CRM? We bring all your data with zero loss and full validation.
8-phase import process designed specifically for Salesforce exports. Accounts, contacts, activities, and custom fields.
Import any data from CSV files with column mapping, duplicate detection, and error reporting.
Every import phase validates data before committing. If something is wrong, roll back without affecting existing records.
Detailed import logs show exactly what was imported, skipped, or flagged. Nothing disappears silently.
Not a generic chatbot. An AI trained on your product catalogs, procedures, and sales data that gives real answers.
Upload product catalogs, training materials, and procedures. The AI learns your business and answers from your own documentation.
Ask questions in plain language: 'Which clients haven't bought in 3 months?' and get instant answers from your data.
The AI knows your entire product line and can recommend the right products for each client based on their history.
New reps ask the AI about procedures, pricing rules, or product specs and get accurate answers from your own docs.
AI that reads your client data and tells you exactly what to do next — before every visit and every call.
AI analyzes 12+ months of client data and delivers a complete briefing: sales trends, sentiment analysis, and recommended next steps. In 10 seconds, not 20 minutes.
Whether it's a field visit or a call center outreach, AI auto-generates a briefing with talking points, product recommendations, and competitive arguments tailored to each client.
AI flags products the client usually buys but hasn't ordered recently, cross-sell opportunities from similar clients, and seasonal purchase patterns — before every interaction.
AI searches your knowledge base for competitive comparisons and automatically generates positioning arguments against rival brands — so your team always has the right answer.
Every phone call transcribed, analyzed, and enriched automatically — so nothing said is ever lost or forgotten.
Every call through the integrated phone system is transcribed by AI into full text — giving you a complete written record of what was discussed.
AI reads the conversation and tells you whether the client was positive, neutral, or negative — plus a confidence score and concise summary.
AI identifies the main topics discussed during each call — products mentioned, concerns raised, opportunities spotted — organized and searchable.
Every commitment, follow-up, and next step mentioned during the call is extracted by AI and turned into actionable tasks — nothing falls through the cracks.
Ask your CRM anything in plain language and get instant, data-backed answers. Like having a colleague who has memorized every client interaction.
Type questions like 'Which clients haven't ordered in 3 months?' or 'What are my top accounts this quarter?' and get instant answers from your real data.
The AI remembers context. Ask a follow-up like 'Show me the product breakdown for that account' — it keeps track of the entire conversation.
Ask AI to create CSV exports, sales summaries, or custom reports — no need to build them manually or wait for someone from IT.
Ask AI to draft a follow-up email based on your last conversation with a client. Review, edit, and send — all from inside the CRM.
AI that works while you sleep — autonomous agents that query data, send reports, and surface opportunities on a schedule you define.
Define tasks in plain language like 'Every Monday, email each rep their weekly KPIs.' The agent runs on schedule, queries your data, and delivers results automatically.
Admin screens let you customize how AI works: summary tone, chat personality, visit preparation rules, and competitive arguments — all without writing code.
Track AI usage per user, per feature, per day. Set weekly limits and monthly budgets. Full transparency on what AI costs and where the value is.
Dedicated KPI dashboards for call center operations: calls per agent, effectiveness rates, sentiment trends, and AI-powered performance insights.