Sales CRM

Sales CRM is the standalone customer operating surface. It manages accounts, contacts, deals, activities, forecasts, imports, duplicate resolution, timelines, playbooks, and governed write actions. Contract, signing, and PDF links are available only when they add useful context.

• Account, contact, deal, and activity records with native Atlas ownership
• Searchable action finder for accounts, contacts, deals, activities, forecasting, import, merge and rollback
• Pipeline, probability, weighted forecast, a stale follow-up queue and next best actions
• Import dry-runs, conflict review, rollback, duplicate suggestions with previewed merges, and saved deal queue filters
• Field validation for money, required names, bounded text, object pickers, and expected-close datetime
• Sales playbooks with a builder, so a playbook can be previewed before it is applied
• Role-aware access with custom roles, delegated access to individual deals, and imports and merges that you preview and approve before they apply

• Amount fields accept numeric currency drafts only and submit integer cents to the API.
• Expected close uses the Atlas datetime picker so users choose an instant rather than typing browser-native date strings.
• CRM does not own PDF Studio, Contract Hub, or Document Sign. Those modules can be opened independently.
• The rep-performance leaderboard names each rep rather than listing their user identifier, because the question the leaderboard is opened to answer is who is ahead. The CSV export carries both the name and the identifier: the name so a person can read it, and the identifier so the file can be joined against other data.
• A record detail page shows related contacts, deals, contracts and activity only once those links exist. Where nothing is linked yet, each panel says so rather than showing an example, so everything on the screen belongs to the record you opened.
• The import box starts empty and the example row is only a placeholder. Nothing is written until you paste your own rows, preview them, and commit.
• Sales CRM is a paid module. A workspace on a plan without it sees the upgrade page rather than the CRM screens.

1. 1Open CRM in the sidebar under Growth, or go to /crm. Its sub-areas (Overview, Accounts, Contacts, Deals, Pipelines, Activities, Forecast, Reports, Analytics, Capture and Settings) are nested beneath it. To find a task by name, open Find any CRM action and search for it.
2. 2Use Dashboard for pipeline posture, or Records for account and deal work.
3. 3Create an account first when a deal needs customer context.
4. 4Create a deal with a name, amount, account, and expected-close datetime.
5. 5Use Import to dry-run CSV-like rows, review conflicts, and commit only after validation passes.
6. 6Use Merge to preview survivor and duplicate behavior before applying governed changes.
7. 7Use the Dashboard to preview or apply a sales playbook. To change the playbooks themselves, open Sales playbooks under CRM in the sidebar and edit the label, priority, stage scope and sequence step of each playbook. Unsaved edits stay in your browser until you save the profile.

Can I type letters into amount fields?

No. The web control strips unsupported characters, and the API still validates bounded non-negative money in cents.

Can CRM work without Salesforce or HubSpot?

Yes. Atlas CRM is first-party. Provider connectors are optional sync and enrichment paths.

How do I find the right CRM screen for a task?

On the CRM home, open Find any CRM action and search by the task you want to do, such as import, merge or forecast. Each result opens the screen that does it. Routes and tool names for developers are listed at /docs/actions.