A place for the
whole story.
Organise accounts, contacts, leads and opportunities. Keep linked tasks and customer notes close to the relationship.
Lead→Opportunity→Customer
A CLEARER WAY TO WORKBig relationships.
Big relationships.
A clearer
picture.
Your customers, conversations and commercial work — connected in one thoughtful workspace.
↳ Less searching. More moving things forward.
ATLAS / CUSTOMER WORKSPACE
atlas.OverviewCustomersOpportunitiesProductsQuotationsInvoicesONE CONNECTED WORKSPACE
Northstar Studio
Example customer accountOverviewPricingQuotesCommunications
OPEN OPPORTUNITIES£24,500Across 3 opportunities
QUOTATIONS04Everything on the account
Your next stepsThis week
✓Prepare renewal quotationUse the customer’s agreed price listToday
○Follow up with the teamKeep the conversation connectedThu
Illustrative workspace · Example data
✦
Know the customer.See the whole relationship.
ONE WORKSPACE. MORE CONNECTED.
Customers ↗ Products ↗ Pricing ↗ Quotations ↗ Conversations
Atlas brings the core of customer relationship management into a straightforward, easy-to-use workspace.
Keep track of customers and opportunities, find the right product and price, prepare a quotation and follow up with the context you need. The essential work stays connected around the customer.
When comparing CRM providers, look at how naturally your team can complete those daily jobs. Atlas is designed to make them clear and accessible, with a focus on the tools people need to get work done.
01Useful at the core
Customer records, sales work, pricing and documents.
02Straightforward by design
Clear navigation and customer-centred views.
03Ready for your team
Workspace roles and customer access controls.
(opens in a new tab)THE COMPANY BEHIND ATLAS
Atlas is a product from Sussex Technology Solutions.
Meet Sussex Tech (opens in a new tab)MAKE ROOM FOR THE WORK THAT MATTERSEverything starts
Everything starts
with the customer.
You shouldn’t have to piece a relationship together from disconnected records and spreadsheets.
Atlas brings account details, customer pricing, quotations, invoices, notes and communications into the same customer view. Pick up where you left off, with the context to take the next step.
Take a closer lookA place for the
The right price.
For this customer.
Build a rich product catalogue, share price lists and apply customer agreements when preparing a quotation.
Customer agreementIllustrative example£1,000 £90010% agreed discount
Shared workspace.
Clear access.
Give people the right workspace role and control which customer accounts they can read or edit.
KHAMJPWorking together.
With the right permissions.
With the right permissions.
FROM FIRST CONVERSATION TO NEXT ORDERA more connected
A more connected
working day.
Follow the relationship through the work, with fewer gaps between the customer and the commercial details.
Meet your next workspace- 01
See who you’re working with
Open the customer account for people, opportunities, tasks and notes.
- 02
Bring the right offer together
Use products and customer pricing to prepare a quotation, then issue a saved PDF.
- 03
Keep the next step in sight
Track quote acceptance, create an invoice and record the conversation on the account.
A workspace that makes
room for your connections.
▦ Microsoft 365✉ SMTP email☁ Salesforce Webhooks
Available by plan. Connections require configuration and provider approval.
Explore the connectionsDEMO TESTIMONIALSA clearer working day,
A clearer working day,
from every seat.
Different roles. Connected customer work.
Demo testimonials: fictional people, AI-generated portraits and example reviews.Atlas keeps our customer details, agreed prices and quotations together. I can pick up the next conversation without piecing the account history together.
Sarah BennettSales DirectorDemo profile · Fictional review
Bringing a colleague into the workspace feels straightforward. I can give them the right role and customer access, then get them started on useful work.
Daniel BrooksWorkspace AdministratorDemo profile · Fictional review
From choosing a product to preparing a quotation, the information stays connected. It’s clear which customer agreement sits behind the price we’re offering.
Priya ShahCommercial ManagerDemo profile · Fictional review
Example 1 of 3
A LITTLE CLARITY ON PRICE, TOOStart with your team.
Start with your team.
Find your fit.
Three tiers. Clear allowances. A price calculator that shows how your team size changes the total.
THE NEXT CHAPTER STARTS HEREBring the relationship
Find your Atlas plan