SHIPPED · BUILT AND RUN BY US
Atlas CRM: an AI operator who works the CRM for you.
Atlas CRM is the agency operating system we run our own firm on. 14-stage sales pipeline, proposals and contracts with typed e-signature, native booking, goals, and task automations. At the center is Atlas, an AI assistant with 36 tools across the whole CRM who reads leads, writes tasks, surfaces what needs attention, and lets a human confirm what matters. In production running our own firm today.
Illustrative. Shows the governance model: Atlas surfaces, a human decides. Deletes are never available to the AI by design.
Ask Atlas to prep your morning. Watch it work the CRM for you.
Click a prompt to send it to Atlas. Watch tool-call chips appear as Atlas reads the pipeline, tasks, and appointments. Then the briefing renders. Every tool call is logged in the audit tile.
36 TOOLS · READS AND WRITES CRM · HUMAN CONFIRMS WHAT MATTERS
Product recreation with simulated data. The build is real.
EVERY TOOL CALL TIMESTAMPED AND LOGGED
No tool calls yet. Send a prompt to Atlas.
Product recreation with simulated data. The build is real.
All names, lead data, and figures above are fictional and illustrative only. No real client or CRM data is shown.
The full agency operating stack, in one system.
Built and running inside our own firm. Every module below is in production use.
14-Stage Sales Pipeline
A pipeline built around how agencies actually sell, not a generic CRM default. Every stage is defined, every lead is tracked, and Atlas can read and update the pipeline on your behalf.
Proposals and Contracts with Typed E-Signature
Generate proposals from your service catalog, send them for review, and collect typed e-signatures. The full paper trail lives in the CRM, not in an external tool.
Native Booking
A public scheduling page that writes the contact, lead, and appointment directly into the CRM when a prospect books. No manual entry. No integration maintenance with a separate booking tool.
Goals with Live Progress
Set pipeline goals, revenue targets, and activity targets. Progress is live. Atlas can surface goal status when you ask.
Task Automations
Scheduled sweep rules that run automatically: follow-up reminders, pipeline stage nudges, task creation from trigger events. You define the rules; the system runs them.
Campaign Marketing Module
A built-in marketing module for running outbound campaigns to your contact list. Campaign Autopilot (the content calendar generator) lives here. See the Campaign Autopilot page for the full detail.
Atlas: AI Assistant with 36 CRM Tools
Atlas is the AI that lives inside the CRM. It has 36 tools across the whole system: read and write leads, read and create tasks, read proposals, read appointments, and more. Atlas has persistent memory and saved sessions. It surfaces what needs attention in plain English and lets you confirm what to act on. One safety rule is non-negotiable: deletes are never available to the AI.
The Oversight Layer
Every system we ship runs inside the Oversight Layer: approval inbox, audit trail, kill switch.
Atlas is not an autonomous agent. It reads and writes the CRM, but a human confirms what matters. Every tool call is logged in the audit trail with a timestamp. Deletes are never available to the AI by design. You can pause Atlas in one click at any time.
Read how we govern our AI →Want one like this in your operation?
Run your agency on a system that works the CRM with you.
Book a free fit call and we will map what Atlas CRM would look like for your operation.
Fixed-fee diagnostic. Written scope before any build begins.