One connected view of customers, sales and operations.
Atlas brings related business records into a shared workflow, so your team can follow the work from an enquiry to the next operational step.
A disconnected day
Customer details in one place, quotations in another, and stock questions in a spreadsheet make handovers harder.
A connected workflow
Capture the customer context. Prepare a quotation. Follow the order. Review the invoice and operational records.
A connected workflow
- 1
Customer
Contacts, terms and the history of what you sent.
- 2
Quotation
Items, prices and tax, with a printable document.
- 3
Order
Accepted quotes become orders that reserve stock.
- 4
Invoice
Issued from the order, with payments recorded against it.
- 5
Books & reports
Postings, balances and reports from the same records.
Views for each role
Sales
Follows customers, quotations and orders.
Operations
Follows orders, stock and warehouses.
Managers
Review the dashboard and available reports.
Product walkthrough
The screens below show the Atlas app with sample records. They are illustrations to discuss in a demo, not a live account.
Illustrative Atlas dashboard with sales, orders and inventory views.
- 1
Business overview
Sales, receivables, collections and work that needs attention for the period you choose.
- 2
Customers
Every customer with their contact details and status, and the documents linked to them.
- 3
Quotation to invoice
A quotation becomes an order and then an invoice, keeping the link between them.
Invoice workspace
Find drafts, issued invoices, balances due and everything sent to the customer.
| Invoice | Customer | Status |
|---|---|---|
| INV-1042 | ABC Trading | Partly paid |
| INV-1043 | Global Mart | Paid |
| INV-1044 | Northstar Co. | Overdue |
Illustrative product view with sample data
Everything your business needs to stay connected.
Follow the relationship between your customers, sales documents and operations, with the modules available in your plan.
Explore All Features- CustomersKeep contacts and customer context together.
- SuppliersOrganize supplier details for purchasing conversations.
- QuotationsPrepare clear proposals and follow their progress.
- OrdersSee what has been ordered and what needs attention.
- InvoicingKeep invoice details connected to business activity.
- PaymentsUnderstand payment records and outstanding balances.
- InventoryGive your team a consistent view of stock records.
- WarehousesOrganize inventory by supported locations.
- ReportingReview the information that supports daily decisions.
- AutomationReduce repeat steps with supported workflows.
- Atlas AIGet help with supported questions and tasks.
- Team accessGive people the access appropriate to their role.
Plan scope and implementation
Review which modules your plan includes and what setup your team needs.
Clear answers before your next step.
Is the website offer part of the product?
No. Atlas is the business platform. The annual website offer is a separate service whose terms are confirmed in writing.
Which parts are available today?
Everything described on the feature pages is available today. Shopify and WooCommerce order and inventory sync is coming soon and is labelled that way everywhere.
See your business workflow in Atlas.
Atlas brings related business records into a shared workflow, so your team can follow the work from an enquiry to the next operational step.