ATLAS CRM App

ATLAS CRM puts your entire admissions pipeline on your phone. Built for counsellors, it brings leads, follow-ups, events, calls and attendance into one app — so you can work from anywhere without going back to a desk. WORK YOUR LEADS • Browse, search and filter your assigned leads • Full lead profile: contact details, course interest, timeline and engagement history • Add a lead in seconds with quick-add • Update stage, reassign ownership, and add notes as you go • Advanced filters with AND/OR conditions, saved as reusable views NEVER MISS A FOLLOW-UP • See what is due today, what is overdue and what is coming up • Create follow-ups and events against any lead • Push reminders arrive even when the app is closed • Tap a reminder to jump straight to the lead CALLS, LOGGED AUTOMATICALLY • Calls are matched to the right lead and logged for you • A caller card shows who is calling before you pick up • Call history sits on the lead's timeline alongside everything else REACH OUT IN ONE TAP • Send email, SMS or WhatsApp from the lead screen • Use approved templates so messaging stays consistent YOUR DAY AT A GLANCE • Dashboard with your key metrics and daily schedule • Lead stage breakdown so you can see where your pipeline sits • Reports for leads, admissions, revenue and follow-ups ATTENDANCE • Check in and out, and set your availability • Monthly attendance calendar with worked hours ASK UNI • An in-app assistant that answers how-to questions about the CRM • Ask in plain language instead of hunting through menus WORKS THE WAY YOU DO • Dark and light themes • Fast, native performance • Your data stays scoped to you — counsellors see their own leads