Everything you need, built in.
The essentials for teams that want to move fast without giving up control.
See your pipeline the way you think.
Drag-and-drop Kanban, density-optimized list view, or embed your pipeline in any dashboard. Filter by owner, stage, region, product — anything.
- Drag cards between stages, instant updates
- Save filter presets for each rep and region
- Hide probability columns on forecast reviews
- Custom card fields, colors, and badges
Deals move themselves.
Configure rules to auto-advance stages when a proposal is signed, a contract is returned, or the opp scores hit a threshold. No more 'forgot to update HubSpot.'
- Auto-advance stages on e-signature events
- Alert owners when a deal stalls over N days
- Re-route cold deals to a nurture sequence
- Close-date nudges with context-aware reminders
Every metric, one click away.
Pipeline velocity, stage conversion, win rate by rep, lost reason analysis, coverage ratios — all built in. Export board-ready reports in one click.
- Win rate by rep / region / product
- Pipeline coverage ratio against quota
- Lost-reason analysis and trend detection
- Forecast accuracy tracked quarter over quarter
Teams ship revenue with this.
Real-world use cases across every revenue function.
Frequently asked questions
Can I customize pipeline stages?
Yes — add, remove, rename, and reorder stages from settings. Different pipelines can have different stages (e.g. new business vs. renewal).
How does AI probability scoring work?
Atlas analyzes stage, activity recency, decision-maker engagement, historical win rates in similar deals, and proposal signals. It updates in real time as deals progress.
Can multiple pipelines run at once?
Yes. Configure separate pipelines for new business, expansion, renewal — each with their own stages, fields, and automations.
Does it integrate with my existing CRM?
Native two-way sync with Salesforce, HubSpot, and Pipedrive. Import data, mirror updates, or migrate fully.