Agentic Creed

Agentic Creed is a CRM, service desk and loyalty platform for teams. Manage deals, resolve support tickets, track assets and reward customers from one mobile app, with everything synced to your organisation.

Sign in once and switch between the products your organisation uses.

SALES CRM
• Move deals through custom pipelines and stages
• Build quotes, convert them to invoices and track payment
• Set revenue goals and monitor forecasts by user or team
• Log calls, notes, meetings and emails against every deal
• Report on pipeline, forecast categories and deal performance

SERVICE DESK / HELPDESK
• Raise, assign, merge and resolve tickets on the move
• Reply using canned responses and knowledge base articles
• Track time entries, tasks and linked child tickets
• Manage assets: inventory, contracts, purchase orders and software licences
• Write knowledge base articles and route them through approval
• Monitor agent workload and team performance

LOYALTY MANAGEMENT
• Enrol and manage consumers
• Issue gift cards, vouchers and rewards
• Configure tiers and earning rules
• Review points, reward and voucher transactions

CONTACTS AND COMPANIES
• One shared record for every contact and company
• Group contacts, merge duplicates and restore deleted records
• Attach documents, contracts and files to any record

EMAIL, CALLS, CHAT AND DOCUMENTS
• Connect Gmail or Outlook and work your inbox in context
• Link email conversations straight to a deal or a ticket
• Message colleagues, and schedule and log calls
• Store, preview and share files in shared folders
• Connect Google Calendar, Office 365, Zoom, Teams or Meet for scheduling

ADMINISTRATION
• Invite users, assign roles and set granular permissions
• Manage company accounts and delegate access
• Review subscriptions, billing details and invoices
• Audit activity across your organisation

BUILT FOR TEAMS
Role-based permissions mean people see only what they should. Custom fields, saved views and filters let each team shape the app around the way they already work. Your data is scoped to your own organisation and encrypted in transit.

An active Agentic Creed account is required to sign in. Accounts are provided by your organisation - get in touch and we will set yours up.

Agentic Creed is published by Consultancy Outfit Limited.