Atlas CRM
A CRM where the customer record becomes the workspace.
Atlas CRM manages accounts, contacts, leads, opportunities, activities, notes, and reports inside the same workspace as projects, marketing, knowledge, and AI actions.
Most CRMs become a reporting database because the real work happens somewhere else. Sales conversations live in the inbox. Follow-ups become tasks in another system. Projects move to a separate tracker. Marketing attribution gets lost after the form submission. Atlas keeps the customer record connected to the work around it.
Operating model
How Atlas CRM works inside Atlas
Example workflow
- 1Capture a lead from a form, import, integration, or manual entry.
- 2Enrich the record with source, campaign, company, qualification, and product-interest context.
- 3Convert qualified leads into contacts, accounts, and opportunities.
- 4Track calls, emails, meetings, tasks, notes, and project links on the same record.
- 5Use NyLi to summarize the relationship and propose the next step.
- 6Log every update for review and accountability.
Records it uses
- •Accounts
- •Contacts
- •Leads
- •Opportunities
- •Activities
- •Notes
- •Projects
- •Email messages
- •Meetings
- •Lead forms
- •Campaign and source fields
- •Audit logs
What AI can do
- •Summarize a lead or account
- •Draft follow-up emails
- •Recommend next steps
- •Identify stale opportunities
- •Help qualify or disqualify leads
- •Prepare account briefs before meetings
What requires review
- •AI can propose CRM updates, but write actions should route through permission and approval controls where required.
- •Updates are logged with actor, timestamp, source, and before/after state.
What gets logged
- •Lead creation
- •Lead conversion
- •Activity creation
- •Field updates
- •Approval decisions
- •Agent tool activity
Connected products
- •Sites
- •Comms
- •Projects / Forge
- •Marketing
- •Insights
- •NyLi
- •MCP Boss
- •Atlas Audit
API / MCP / import surface
- •REST API routes
- •CRM MCP tools
- •Tenant-scoped database records
- •Audit events
What you get with Atlas CRM
Full pipeline model
Accounts, contacts, leads, and opportunities — modeled correctly, not bolted on.
Activity timelines
Every call, email, meeting, and note in the right order, on the right record.
Lead capture & enrichment
Forms from Atlas Sites drop in as leads; NyLi enriches them before you see them.
One-click conversion
Lead → opportunity with a single tool call, fully audited.
Cross-entity search
Find any record in milliseconds, across every entity type.
Built-in analytics
Pipeline, lead, opportunity, and activity analytics with no second product to buy.
Every write action in Atlas CRM is logged with actor, timestamp, source, and before/after state — approval-gated through MCP Boss, and reversible. No silent edits, ever. See our security model →
Start with Atlas CRM today.
One workspace for your team. Start free — no credit card required.
MCP approvals · Audit logs · MFA · Bring your own LLM