Field-sales operating system
Run your entire field-sales operation on one sheet.
Leads, WhatsApp and calls, the after-sales handover, attendance, HR, payroll, and fleet, in one platform. Fully white-label, and built by the developers who will customise it to exactly how you work.
Built different
Not software you adapt to. Software that adapts to you.
Yours, end to end
It ships as your product, not ours.
Atlas is fully white-label. Your colours, your logo, your name, on every screen, every letter, and every message your team and your clients ever see. Nothing on the platform has to say Atlas.
Talk to the builders
The people on your demo built the platform.
You will not be handed to a sales team reading a script. You talk to the developers who wrote Atlas, so customisation is the default, not a change request that dies in a queue. A feature, a different workflow, a different layout: we build it.
The before
A sales floor running on memory and group chats.
Leads sit in a WhatsApp forward and an Excel sheet that three people edit. Nobody is sure who is following up. The booking paperwork lives in a register on someone's desk, and the manager finds out a deal stalled a week after it did.
Walkthrough
See Atlas run a real operation.
What's inside
Five systems your floor runs on.
Lead intake to fleet. Each one shaped to how Indian field sales actually works, not a generic template.
Leads land, balanced, the moment they arrive
Drop a CSV and Atlas spreads it across the floor by current load, not alphabetically and not all onto whoever is loudest. Duplicate numbers are caught before they double-book a salesperson.
- Round-robin allocation weighted by each rep's open count
- Duplicate resolution: keep, merge, or add as collaborator
- Source tags for 99acres, MagicBricks, website, referral, and DSM
Ten stages, one view, nobody slips
From New to Closed, every lead sits in a stage you can see at a glance in a board or a table. Follow-ups are scheduled inline and surface in a work queue before they go cold.
- Board and table views of the same pipeline
- Inline follow-up scheduling with due-date nudges
- A prioritised inbox of overdue follow-ups and upcoming visits
WhatsApp, SMS, and calls, without leaving the lead
Reach a lead on their channel from inside Atlas. Templates fire automatically on a status change, like a thank-you an hour after a site visit, in English or Hindi.
- Per-salesperson WhatsApp sessions over a self-hosted bridge
- 14 message templates, every one written in English and Hindi
- Click-to-call from a paired Android phone, with call history per lead
The handover your team actually runs, tracked
Booking to disbursement is a real ten-step process, and Atlas names every step: loan documents, stamp duty, registration, original documents, bank disbursement. Steps that go stale surface on their own.
- Ten structured steps, each capturing its own fields and documents
- Stale-step alerts so nothing stalls silently after booking
- One admin view of every open handover across the team
HR, payroll, attendance, and fleet, in the same place
Atlas is not only a CRM. Attendance is automatic from presence, no punch clock. Payslips, letters, insurance, and the vehicle log live alongside the pipeline instead of in three other tools.
- Presence-based attendance with break tracking and thresholds
- Payslips, six letter templates, and insurance reminders for HR
- Fleet records with trip logging for odometer, fuel, and cost
Book a demo
See it run against your own pipeline.
A short walkthrough on your numbers, not a slide deck. We will show you the lead-to-handover flow and answer the operator questions.