
Define the objects that matter to your business. Contacts, companies, properties, cases, projects. You name them.
Create relationship types between any two entity types. "Client of," "opposing counsel in," "listed by." Whatever your workflows require
Log calls, emails, notes, and tasks against any entity. Full history, always accessible.
Track opportunities through custom stages that match your actual sales or engagement process.
Users who belong to multiple Atlas organizations can access CRM data across all of them from a single login.
CRM data connects natively to Communications (call logs, email threads) and Documents (contracts, files) within the Atlas platform.
