AtellierCRM

Atellier CRM puts your customer relationships in your pocket. Built for sign shops, print companies, design agencies, and made-to-order businesses running on the Atellier platform. SEE YOUR BUSINESS AT A GLANCE • Live dashboard with pipeline value, win rate, and revenue • Recent activity and upcoming deadlines, always current MANAGE CLIENTS & COMPANIES • Full client book with profiles, deals, projects, and invoices in one place • Create and edit clients and companies on the go • Activity timeline on every client and deal — see every call, email, and note WORK YOUR PIPELINE • Deals organized by stage with values and expected close dates • Move deals through your pipeline from anywhere • Log calls, meetings, and notes right from a deal STAY ON TOP OF TASKS • Your task list with due dates, overdue flags, and one-tap complete • Projects, invoices, proposals, and vendors in the More tab Atellier CRM connects to your Atellier workspace. A staff account on an Atellier organization is required to sign in.