✣ Relacta

AGENTIC CRM FOR SOFTWARE AGENCIES

Agentic CRM for Software Agencies

An AI CRM for software agencies that researches inbound project leads, checks fit, prepares responses, follows up on proposals, and keeps the pipeline current.

01

Qualify project leads without slowing down

Software agencies receive inquiries with incomplete requirements, uncertain budgets, and different technical needs. Relacta organizes the request, researches the company, and checks it against your preferred project profile.

  • ✓ Project type and technical fit
  • ✓ Company size and geography
  • ✓ Budget and timeline signals
  • ✓ Decision-maker context
02

Respond while the opportunity is still active

Prepare a relevant first response from the project brief and research. Your team reviews the message before it is sent, keeping speed without giving up control.

  • ✓ Context-aware response drafts
  • ✓ Configurable approval
  • ✓ Response-time tracking
03

Keep proposals from going quiet

Monitor proposals and conversations for missing actions. The system highlights opportunities that need attention and prepares a useful follow-up based on what has already happened.

  • ✓ Proposal follow-up
  • ✓ Stale-deal detection
  • ✓ Recommended next steps

CONTINUE EXPLORING

Take the next step