← What we build

A CRM built aroundyour business.

Calls, texts, bookings, contracts, invoices, tasks and your ad performance, all in one place.

app.atlassupply.com Atlas Supply CRM
Pipeline Calls & texts Bookings Contracts Invoices Attribution Reports
New lead
Harbor Dental$3,600
J. Moreno$1,150
Quote sent
Stonebridge LLC$8,900
Ferris Clinic$2,400
Won
Birchwood Group$12,800Won
Atlas Supply$4,200
Texts · Dana Whitfield
Can you do 400 units by Friday? Yes. Quote coming over this afternoon. Delivered · 2:41 PM
Calls
Dana Whitfield4:12
M. OkaforMissed · called back
Reyes Roofing2:03 · quote to send
Thursday, Aug 14
9:0010:302:00 3:304:005:30
Booked by the customer, confirmation sent, on the calendar.
Dana Rivera
Signed2:41 PM · Aug 12
#148 · Birchwood Group$2,400Due
#147 · Nordica Gym$1,150Paid
#146 · Reyes Roofing$980Paid
#145 · Ferris Clinic$2,900Overdue
Google Ads
$48k
Meta
$27k
Referral
$9k
Won deals go back to Google and Meta, so the ads learn who buys.
Revenue$128,420
New leads46
Close rate31%
ReplacesHubSpot, Salesforce, Calendly, DocuSign, Asana, and the texting add-on
What's in it

Here's what can go in yours.

Most businesses run four or five separate tools to cover this list.

Contacts and deals
Calling and power dialing
Texting from your own number
Email from your own mailbox
Booking links
Contracts and e-sign
Invoices and card payments
Tasks and lists
Automations
Paid ads attribution
Reports and dashboards
An AI assistant

It's one system with one database, so nothing gets copied between tools. If something you need isn't on the list, tell us about it.

Custom work

Some of the custom things we've built.

The parts that are hardest to get anywhere else.

01

Power dialing.

Tick the contacts, press Call, and it dials them one after another. It skips anyone it's too late in the evening for, flags anyone who texted STOP, and one button drops a voicemail and moves to the next.

On a call 4 of 23
Atlas Supply
+1 (415) 555 0148
00:42
PauseSkipEndDrop voicemail
3 skipped, outside 9am to 8pm where they are
1 flagged, texted STOP in March
02

An AI assistant that does the work.

Ask it for a report and it builds the report. Ask for an automation and it wires one up, then waits for your OK before switching it on.

Made it. Grouped on first touch, last 90 days.

Won deals by source
GoogleMetaReferralDirectOther
Open report
03

The most accurate ads attribution you can get.

It's first-party tracking on your own domain, so it sees what the ad platforms miss. Every click, form and call lands on the customer's record, and won deals go back to Google and Meta so the ads learn who buys.

Revenue by campaignLast 30 days
Google · Brand terms5.2x$41,200
Meta · Retargeting3.4x$26,800
Google · Competitor2.1x$9,400
18 won deals sent back to Google and Meta today

And the ordinary things.

CompaniesWeb forms that build their own fieldsQuotes Bulk emailFile storageRoles and permissions Duplicate mergingImport from your old CRMRound-robin lead assignment Incoming webhooksAudit historyWorks on a phone

Tell us what you need built.

We need a name to reply to.
That doesn't look like an email address.
Something like yourcompany.com.
Tell us roughly what you're after.

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