Keep client conversations connected to proposals and billing.
Organize client records, quotations and invoice details so your service team can follow the commercial side of its work.
- Client context is scattered
- Proposals are inconsistent
- Billing handovers are unclear
- Customer records with notes and contacts
- Quotations with your own terms
- Invoices and recurring invoices
Product walkthrough
A client enquiry becomes a quotation, then an agreed order if needed, then an invoice.
Illustrative example with sample records
Project management, time tracking and scheduling are not part of Atlas.
Clear answers before your next step.
Does Atlas manage projects?
No. Atlas covers the commercial side: clients, quotations, invoices and payments. Recurring invoices are available for retainers.
Keep client conversations connected to proposals and billing.
Organize client records, quotations and invoice details so your service team can follow the commercial side of its work.