CRM

Your business isn't just contacts and companies.

Traditional CRM forces your data into a fixed mold: contacts belong to accounts, opportunities belong to contacts, cases belong to opportunities. That works if your business happens to be structured that way. Most aren't.

A law firm has cases, clients, opposing counsel, judges, and firms — all relating to each other in ways that a Salesforce contact record can't represent. A real estate agency has properties, buyers, sellers, listings, and transactions. A consulting firm has projects, engagements, deliverables, and client contacts.

Atlas CRM lets you define your own entity types and your own relationship types. Any entity can relate to any other entity. Your CRM reflects your business — not the other way around.

What you'll get.

• User-Defined Entity Types — Define the objects that matter to your business. Contacts, companies, properties, cases, projects — you name them.
• User-Defined Relationships — Create relationship types between any two entity types. "Client of," "opposing counsel in," "listed by" — whatever your workflows require.
• Activity Tracking — Log calls, emails, notes, and tasks against any entity. Full history, always accessible.
• Pipeline Management — Track opportunities through custom stages that match your actual sales or engagement process.
• Multi-Organization — Users who belong to multiple Atlas organizations can access CRM data across all of them from a single login.
• Atlas Integration — CRM data connects natively to Communications (call logs, email threads) and Documents (contracts, files) within the Atlas platform.