Keep customer context close to every conversation.
Organize customer records so your team can find the information behind an enquiry, quotation or follow-up.
When contact details and sales history are scattered, the next conversation starts with missing context.
A clearer customer record
Contact person, phone, email, address, tax number, payment terms and tags in one profile.
Connected sales context
Open the customer's quotations, orders, invoices and payments from their record.
Smoother handovers
Notes, contacts and an activity history help colleagues understand the next step.
How Atlas works
- 1
Create or find the customer
- 2
Review their linked quotations, orders and invoices
- 3
Prepare the follow-up
Customer records are available in every plan. Sales pipelines with stages are not part of Atlas today.
Included modules and limits depend on your plan. Compare plans or ask us before subscribing.
Clear answers before your next step.
Does Atlas include a sales pipeline?
Atlas keeps customer records with their quotations, orders and invoices, and tasks for follow-ups. It does not have pipeline stages; ask us to confirm the follow-up tools for your plan.
Can I import contacts?
We review your existing data during onboarding and agree how it is brought in; there is no one-click import.
Features
Keep customer context close to every conversation.
Organize customer records so your team can find the information behind an enquiry, quotation or follow-up.