Atlas CRM

Start your day inside Atlas CRM by connecting the tools your team already uses. Link Jira projects, Confluence spaces, and your Service Desk queue, then import contacts from spreadsheets, email, or APIs. Build your pipeline by naming stages that fit your motion (e.g., Discovery, Proposal, Legal, Won), define entry criteria, and assign owners by territory. Set up web forms, phone numbers, and social inboxes so new inquiries land directly as leads. Segment your database by behavior, lifecycle, or product interest, and apply lead scoring so reps know where to focus first. Real-time sync keeps records aligned across systems.

Work a deal without leaving the record. The AI Assistant flags stalled opportunities, surfaces similar wins, drafts a first-pass email, and proposes next steps based on past conversions. One click logs calls, schedules meetings, and creates follow-up tasks in Jira. Use automation to route fresh leads by region, auto-enrich firmographics, update probabilities when key fields change, and trigger reminders if no reply arrives in 48 hours. Generate quotes from your product catalog, attach documents, capture e-signatures, and track revisions. Every message, call note, and file is captured for the team—no chasing scattered threads.

Marketers run campaigns end to end. Create dynamic lists from filters (new signups, high intent visitors, dormant customers), design nurtures that branch on engagement, and push content offers. The system coordinates email, SMS, and social replies in one timeline. Predictive models score likelihood to buy and forecast pipeline by segment so you can prioritize spend. A/B test subject lines the AI suggests, publish landing pages, and sync responses back to contact timelines. Dashboards report influenced revenue, cost per opportunity, and channel performance, letting you tune programs weekly instead of guessing quarterly.

Post-sale, keep customers happy and renewals healthy. Convert support emails or IoT device alerts into Service Desk tickets and link them to the account for full context. Use playbooks to escalate high-severity issues, open Jira work for product fixes, and share Confluence articles the AI selects based on the case. Project managers plan onboarding in Jira with tasks tied to the customer record, while account managers track orders, referral sources, and expansion opportunities. Custom fields and layouts adapt to your industry, from SaaS to wholesale, so the workspace reflects how your team actually sells and serves.