Atlas had outgrown their spreadsheets. Deals lived in one file, customer notes in another, and the handoff between sales and operations meant re-typing context that was already getting lost.
Built around the pipeline
Off-the-shelf CRMs forced their process into someone else's shape. We mapped Atlas's actual pipeline first — their stages, their fields, their reporting — then built a CRM around it. The system conformed to the business, not the other way around.
One source of truth
Role-based views made sure everyone saw exactly what they needed: sales saw pipeline, operations saw fulfilment, leadership saw live reporting. Integrations pulled email and calendars in so nothing lived in a silo.
The result
Spreadsheets retired. Context stopped being lost at handoffs, and the company finally had one source of truth across sales and operations.
- Pipeline mapped before a single screen was designed
- Role-based views and live dashboards
- Email and calendar integrations that ended the silos
