Use case
When the deal closes in a CRM but the contract lives in a separate e-signature tool, the signed document ends up stranded from the deal it belongs to. Atlas runs the pipeline and the contract on one record: so a closed-won deal moves straight into a sent, e-signed agreement without re-keying or a second app.
In one app
Accounts, contacts, deals, pipeline, and forecast run in the built-in CRM.
A closed-won deal moves straight into a contract sent for e-signature, carrying the customer record.
The e-signed agreement attaches to the deal it closes, with an audit trail.
Why one app beats two
Integrations sync data after the fact. One data model means there is nothing to sync.
The deal record flows into the contract, so you do not retype the customer into a separate e-signature tool.
The signed agreement lives on the deal it closes, not lost in an email thread or another app.
Pipeline, contract, and signature share a workspace with permissions and an audit log.
FAQ
Ready when you are
Start free and bring these workflows into one workspace: no integration glue, no copy-paste between tools.