Sales CRM

Accounts, contacts, deals, activity, forecasting, imports, and customer timelines.

Overview

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.

Highlights

Account, contact, deal, and activity records with native Atlas ownership
Searchable CRM Action Catalog for records, pipeline, activity, forecast, playbooks, imports, duplicate governance, and optional handoffs
Pipeline, probability, weighted forecast, stale-deal rescue, and next-best actions
Import dry-runs, conflict review, merge, rollback, duplicate suggestions, and saved queues
Field validation for money, required names, bounded text, object pickers, and expected close datetime
Each cataloged CRM action names its user control, validation rule, app API route or standalone module boundary, and MCP target
Role-aware governance with custom roles, audit logs, approvals, and delegated access

Important to know

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.

How to use it

Open /crm and search the CRM Action Catalog for the task you need.
Use Dashboard for pipeline posture or Records for account/deal work.
Create an account first when a deal needs customer context.
Create a deal with a name, amount, account, and expected-close datetime.
Use Import to dry-run CSV-like rows, review conflicts, and commit only after validation passes.
Use Merge to preview survivor/duplicate behavior before applying governed changes.

FAQ

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 button or API action?

Use the CRM Action Catalog on /crm. Search by task, field, validation rule, API route, MCP tool, or optional handoff such as PDF Studio.

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