CRMAtlas OS
Client intelligence
Manage revenue relationships, contact history, notes, tags, status, and client activity in one compact operating view.
Pipeline revenue
$72,500
+12.4%Active clients
1
+2Contact cadence
94%
healthyClients
Search and filter client records in real time.
| Client | Status | Tags | Revenue | Last contact | |
|---|---|---|---|---|---|
Northstar Labs Maya Chen - maya@northstar.dev | Active | retainerproduct | $42,000 | Today | |
Arc Studio Diego Ramos - diego@arc.studio | Lead | brandproposal | $12,000 | May 14 | |
Vector Works Elena Novak - elena@vector.works | Paused | opsautomation | $18,500 | May 10 |
Contact notes
High-signal relationship context.
Northstar Labs
ActivePrefers compact weekly updates and async review packets.
Arc Studio
LeadWaiting on final scope confirmation.
Vector Works
PausedPaused until Q3 budget is approved.
CRM activity
Recent operational movement across Atlas.
Atlas SaaS Foundation updated
Progress moved to 82%
6 minutes ago
Northstar retainer marked paid
$8,200 added to May revenue
1 hour ago
Arc Studio moved to lead
Proposal follow-up scheduled
3 hours ago
Archive credentials completed
Secure vault reference updated
Yesterday