CRM by ATL

CRM keeps your team aligned in one place—whether you’re in the office or on the road. WHAT YOU CAN DO • Companies & contacts — keep accounts and relationships organized • Tasks — assign work, track status, and stay on top of deadlines • Sales & pipeline — follow deals without switching tools • Attendance — check in and out with location where your organization requires it • Leave — apply, track, and manage time off • Expenses — capture and manage spending with a clear workflow • Notifications — stay updated with timely alerts on your phone WHO IT’S FOR Teams that already use the CRM backend: sales, account managers, HR-style attendance, and anyone who needs mobile access to the same data as the web app. GETTING STARTED Sign in with the account your administrator provides. Features you see depend on your role and permissions. SUPPORT Use in-app Help & Support to reach your team, or the contact your organization lists for account issues. CRM is designed to work with your organization’s server and policies. An internet connection is required.