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    Atlas
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    1. Atlas
    2. Use cases
    3. Project management and CRM

    Use case

    Project management and CRM in one app

    When the deal and the delivery live in separate tools, context dies at the handoff. Atlas keeps the CRM pipeline and the project board on one data model: so the moment a deal closes, it becomes the project that ships, with the same customer, owner, and history attached.

    Get startedSee pricing
    • CRM that feeds delivery
    • Projects that know the customer
    • One report across the funnel

    In one app

    How the pieces fit together

    • CRM that feeds delivery

      Accounts, contacts, deals, pipeline, and forecast live next to the projects they fund.

    • Projects that know the customer

      Every project carries its CRM record, so delivery teams see the deal context, not a blank brief.

    • One report across the funnel

      Analytics span pipeline and delivery, so you see revenue and the work that earns it in one view.

    Why one app beats two

    One record beats an integration

    Integrations sync data after the fact. One data model means there is nothing to sync.

    • No handoff gap

      Closed-won becomes a project in a click: no re-keying the customer into a second tool.

    • One source of truth

      Sales and delivery edit the same record, so status, owner, and notes never drift apart.

    • Forecast meets capacity

      Pipeline sits beside workload, so you can staff the deals you are about to win.

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    • Pricing

    FAQ

    Questions, answered.

    Does Atlas connect CRM deals to projects?
    Yes. Atlas includes both a CRM (accounts, contacts, deals, pipeline, forecast) and projects on one data model, so a closed deal becomes a project carrying the same customer record.
    Can I report across sales and delivery in Atlas?
    Yes. Analytics span the CRM pipeline and project delivery, so revenue and the work behind it appear in one set of dashboards.

    Ready when you are

    Do it all in one app.

    Start free and bring these workflows into one workspace: no integration glue, no copy-paste between tools.

    Get started freeSee pricing
    AtlasWork, planned itself.

    The AI-native, all-in-one work platform. Tasks, projects, CRM, contracts, and analytics in one calm workspace.

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