GROWTH · CLIENT LIFECYCLE
Manage the whole client lifecycle.
From first contact to active client, Atlas tracks the relationship — prospect, onboarding, active — with email outreach campaigns and a sales-quote pipeline alongside the work you already run.
Growth and delivery usually live in different tools, so context is lost the moment a prospect becomes a client. In Atlas they share the same client-entity graph.
Track prospects, run outreach, win the work, onboard cleanly, and carry every record forward — no re-keying between a CRM and your practice system.
LIFECYCLE
Prospect to active, in one record.
Each relationship moves along a clear status — prospect, onboarding, active — and the same entity carries forward into delivery, so nothing is re-entered.
- Prospect → onboarding → active lifecycle
- Onboarding forms that populate the client record
- The same entity flows into compliance, billing and the inbox
OUTREACH & SALES
Campaigns and a quote pipeline.
Run email outreach to contacts and lists, and manage a sales pipeline with quotes and proposals — converted into signed engagements when you win.
- Email outreach: campaigns, contacts and lists
- Sales pipeline with quotes and opportunities (opt-in)
- Proposals that convert to signed engagements
Replaces the bolt-on CRM
How teams put it to work.
A prospect is nurtured by email, sent a proposal, signs, and is onboarded — the same entity then appears in compliance and billing automatically.
Donor relationships are managed in the non-profit Donor CRM edition, tailored to giving history and segmentation.
CRM & Outreach — your questions, answered.
Is the sales CRM included by default?
The sales pipeline is an opt-in module a practice can switch on. Email outreach is available to most verticals, and a dedicated Donor CRM ships for non-profits.
Does Atlas find leads for me?
Atlas manages the relationships you bring in — prospects, outreach and lifecycle. It is a CRM, not a third-party data-enrichment or lead-scraping service.
What is the Donor CRM?
For non-profits, Atlas includes a Donor CRM with donor profiles, giving history and segmentation — the mission-focused edition of the lifecycle tools.
Explore what else Atlas does.
Grow and deliver in one system.
See the client lifecycle, outreach and sales pipeline in Atlas.