The pipeline that lives with the work.
CRM keeps contacts, accounts, and deals beside the tasks, contracts, and meetings they drive. Two-way Gmail sync puts email on the deal timeline, AI summaries catch anyone up on an account, and the forecast is weighted from the stages and values your team sets. CRM is on paid plans.
Five things, and only five.
CRM is built on one belief: the record should sit next to the work it drives, so keeping it current is part of the job instead of a separate chore.
Calls, emails, meetings, and tasks on one timeline per deal. Two-way Gmail sync brings email in without copy and paste.
Run several pipelines, each with its own stages. Lead, Qualified, Proposal, Negotiation, and Closed Won or Lost to start.
Every contact and deal has an AI summary of its history, so whoever picks up the account starts from context instead of a blank page.
Open deals are weighted by probability and value into a forecast per pipeline, with aging and win-loss records beside it.
Quotes, proposals, and contracts sit on the deal record. Contracts and eSign handles approvals and signatures. Tasks carries the follow-ups.
Three steps. One record.
Sales work already happens in email, meetings, and tasks. CRM puts all three on the same deal, so the record stays close to what happened.
Bring the activity in
Connect Gmail with two-way sync, import contacts from CSV, and log calls and meetings on the deal. It all lands on one activity timeline.
Move stages, start the next step
Owners move deals one at a time or in bulk, with a reason. A stage change can trigger an automation that creates a task, calls a webhook, or sends an email.
Forecast from the pipeline
The forecast weights open deals by probability and value. Aging, win-loss, source attribution, and rep performance reports read the same records.
Six features that compound.
Each below is in CRM today, with no separate tool to bolt on. CRM is on paid plans.
Accounts and contacts
Accounts, contacts, and deals with custom fields per object. Merge duplicate accounts and import contacts from CSV.
Playbooks and sequences
Write sales playbooks inside CRM and enroll deals in sequences, one deal or a whole list at a time.
Lead scoring
Scores on contacts and accounts, recomputed when you ask, show the team where to spend time first.
Quote and sign inline
Quotes, proposals, and contracts on the deal. Contracts and eSign covers approvals and signatures.
Roles and access
Role and module permissions apply to every record and API call. SAML SSO and custom roles are on paid plans.
Pipeline reports
Pipeline, win-loss, source attribution, rep performance, and activity volume reports, plus saved views.
Wired into revenue.
CRM shares one workspace with the rest of Atlas. Six modules read from it or write to it.
Six surfaces all read the same deal
A mention or assignment on a deal lands in Inbox. Meeting action items become tasks. The contract on the deal runs through Contracts and eSign. Tasks carry the follow-ups. Analytics reads the same rows, and Docs hold the account plan.
Programmatic pipeline.
Create deals from your own systems and move them through stages with the REST API and a personal access token. TypeScript shown.
// Create a deal, then move it to Proposal. Requires the crm:write scope. const API = "https://api-atlas.wrxstack.com/v1"; const headers = { Authorization: `Bearer ${process.env.ATLAS_TOKEN}`, // atlas_pat_... "Content-Type": "application/json" }; const res = await fetch(`${API}/crm/deals`, { method: "POST", headers, body: JSON.stringify({ name: "Acme renewal", pipelineId: "pl_...", accountId: "acc_...", stage: "Qualified", amount: 48000, currency: "USD" }) }); const deal = await res.json(); await fetch(`${API}/crm/deals/${deal.id}/transition`, { method: "POST", headers, body: JSON.stringify({ toStage: "Proposal", reason: "Pricing sent" }) });
CRM vs. Salesforce.
Salesforce is a deep, highly configurable CRM platform. wrxstack CRM shares one workspace with your tasks, docs, and contracts.
wrxstack CRM vs. Salesforce
| Capability | Salesforce | wrxstack CRM |
|---|---|---|
| Tasks and projects | Separate tool or app | Same workspace, same record |
| Contracts and eSign | Add-on or third-party app | Built-in module, on paid plans |
| Email activity | Varies by edition and setup | Two-way Gmail sync |
| AI summaries | Varies by edition | On every contact and deal |
| Customization depth | Custom objects, code, app marketplace | Custom fields, pipelines, automations, API |
| Setup | Often needs an admin or partner | Turn on the module, import a CSV |
Common questions.
Six things heads of revenue ask first.
Can we move over from Salesforce or HubSpot?
Yes, through CSV. Export contacts from Salesforce or HubSpot and import the file into Atlas CRM, or create records through the REST API. Salesforce and HubSpot connectors are in development, so for now plan on a file import rather than a live sync.
Do deal stages move by themselves?
Stages change when a person moves the deal, or when an automation or API call you set up moves it. A stage change can also trigger an automation, for example to create a task or call a webhook.
What about custom fields and workflow logic?
CRM has custom fields per object, saved views, and custom pipelines with their own stages. Automations adds triggers, conditions, and actions, and the REST API and webhooks cover the rest.
How is the forecast computed?
Open deals are weighted by probability and value to give a forecast per pipeline. Aging shows how long deals have sat in each stage, and win-loss records capture why deals closed the way they did.
How do we control who sees which deals?
Role-based access and module permissions control who sees and edits CRM records, and the same rules apply to API calls. Custom roles and SAML SSO are on paid plans. There is no territory or quota management module.
What happens with duplicate or outdated records?
Merge duplicate accounts from Atlas or the API. Accounts, contacts, and deals can be archived and restored, and bulk update changes many deals at once.
Pairs well with.
CRM is sharpest with Inbox, Meetings, and Contracts in the same workspace.
Who this is not for.
CRM keeps your pipeline next to the work it drives. If you need a full sales-engagement platform with a built-in dialer, high-volume outbound sequencing, and territory and quota management, a dedicated sales platform will fit better. CRM is for teams of any size, up to large organizations, that want deals on the same record as the work. For custom terms, ask about the Enterprise plan through contact sales.
Keep deals next to the work.
Atlas is free to start, no credit card. CRM is on paid plans. Connect Gmail and import your contacts from CSV.