For consultants
Consultants live and die by utilization, scope, and trust. Atlas pairs a lightweight CRM for your engagements with project delivery, tracked hours, and signable engagement letters: so you spend your day on the client, not on reconciling five apps.
The bundle you need
These are real Atlas modules, on one data model: not separate subscriptions.
Track leads, referrals, and renewals across your engagement pipeline.
Run each engagement with deliverables, milestones, and client-ready status.
Log hours against engagements to protect utilization and bill accurately.
Send and sign engagement letters and renewals without a side tool.
For every role
Role
Your pipeline, your project, your hours, and your engagement letter live in one place instead of four browser tabs.
Role
See utilization and engagement health across the whole team, not per-spreadsheet.
Role
Deliverables, scope, and tracked time map back to the signed engagement letter.
Role
Billing inputs (hours, scope, signed contract) come from one record, not a reconciliation exercise.
Outcomes
Tracked hours against each engagement show where time really goes, so you price and staff the next one better.
The engagement letter, the deliverables, and the hours are linked, so scope creep is visible and documented.
A consistent pipeline, delivery, and signing flow makes a solo or boutique practice feel like a firm with an ops team.
FAQ
Ready when you are
Start free and bring your whole operation into Atlas: customers, work, people, and paperwork in one place.