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Customer Management.

The original Agentez agent. Clients, jobs, quotes, invoices, recurring rules, daily briefing. Every customer you've ever served, in one chat with you.

check_circleLive workspacesIncluded in Agentez scheduleDaily briefing 7 AM
What it does

The system of record for everyone you've ever served.

CRM stores every client, every job, every quote and invoice. It runs your daily briefing every morning so you walk into the day knowing what's owed, what's booked, and who needs a follow-up.

  • check_circleClients & jobs. Add a new client in chat. Schedule a job in chat. Mark it complete in chat.
  • check_circleQuotes & invoices. Drafted on completion, sent on your tap, with a Stripe payment link.
  • check_circleRecurring rules. Weekly cleanings, monthly bookkeeping, seasonal pool service — set once, the agent handles the rest.
  • check_circleDaily briefing. Every morning: today's jobs, overdue invoices, follow-ups due. Two minutes of your day.
  • check_circleReviews funnel. Job ends → CRM nudges you to ask for a review → AI-drafted thank-you reply for any star count.
Linda's house was cleaned at 2:14 PM. Want me to send the invoice?
Draft invoice
Linda Hayes — Deep clean, 3-bedroom
Service total $185. Due in 14 days. SMS to (904) 555-0142 with payment link.
Send it
Sent. Linda received it at 2:17 PM. Want to ask her for a Google review tomorrow?
Connects to

It's the source of truth for every other agent.

Every other Agentez agent reads from CRM. New service in CRM → website updates. Job completed in CRM → social agent suggests a post. Quote sent in CRM → lead manager starts a follow-up cadence.

storefront

→ GBP

Service list and hours flow into your Google Business Profile.

campaign

→ Social

Job completion with photos triggers a draft social post.

language

→ Website

Services, hours, reviews flow into your published site automatically.

bolt

→ Lead Manager

Quote sent? Day-3 and day-7 follow-up cadence drafted automatically.

rocket_launch

→ Ads

Top-performing services get prioritized in your ad creative.

Try Agentez with the CRM agent.

Included in Agentez. Set up in 60 seconds.