™Sales teams
Manage enquiries, maintain customer context and work through follow-ups.
ATLICH™ CRM · CUSTOMER RELATIONSHIPS
Know the customer.
Know the next step.
Keep leads, companies, contacts and deals together. Give every conversation a clear owner, preserve the context and make the next follow-up easier to find.
Sign in to use the tools available to your workspace.
WHAT IT IS
What is ATLICH™ CRM?
CRM is the customer relationship module in ATLICH™. It helps a team organise prospective customers, maintain contact and company records, and move deals through a visible pipeline. It connects the record of a customer with the work needed to move the relationship forward.
WHY IT MATTERS
A shared customer story.
A list of names tells you who a customer is. It rarely tells the whole team what happened last, who owns the next conversation or where an opportunity stands. CRM gives those details a shared structure, reducing the need to reconstruct the story from separate spreadsheets and messages.
WHO IT IS FOR
Built around real responsibilities.
Start with the part of the work your team needs to organise.
Business development teams
Organise companies and contacts while developing new relationships.
Sales managers
Review deal stages, ownership and the pipeline that needs attention.
WHAT YOU CAN DO
CRM, in more detail.
Explore the tools that support this workflow. Availability follows your workspace, role and configuration.
Leads and follow-ups
Keep lead records organised and coordinate the next action. Use the available lead views to find the people your team needs to contact.
Company records
Maintain business accounts so that contacts and deals can be connected to the organisation behind them.
Contact records
Store a contact’s name, email and company relationship, making it easier to identify the right person for a conversation.
Deal pipeline
Create opportunities with a deal title and value, link a company and move the deal between the configured pipeline stages.
Lead imports
Bring lead lists into the workspace through the import workflow. Review field mapping and duplicate handling before using an imported list.
Customer context
Use connected customer information and activity to prepare for follow-ups instead of starting each conversation from scratch.
HOW IT WORKS
A practical way
to get started.
Use a clear sequence, keep the information current and review the work with the people responsible for it.
Go to CRM- 01
Start with the record
Add a lead or import a reviewed list. Create the relevant company and contact records for business relationships.
- 02
Organise the opportunity
Create a deal when there is a defined opportunity. Record its value and select the appropriate stage.
- 03
Work the relationship
Use conversations, notes and follow-ups to keep the next action clear. Keep records current as the situation changes.
- 04
Review the pipeline
Look at the stages and activity with your team. Decide which opportunities need attention and update the records accordingly.
AN EXAMPLE IN PRACTICE
A small sales team handling incoming enquiries.
A prospect asks about a service. The team records the enquiry, connects the contact to a company and creates a deal when the scope becomes clear. After a conversation, the next follow-up is recorded and the opportunity moves to the relevant stage. A manager can then review the pipeline with the same customer context the sales team uses.
What this makes easier
The record, the opportunity and the next conversation stay connected.
Is CRM only for large sales teams?
No. The same record structure can help a small team organise enquiries and follow-ups. The useful starting point is the workflow you need to manage, rather than the size of the organisation.
Can I manage companies as well as individual contacts?
Yes. CRM includes company and contact records, and deals can be linked to companies.
Can I bring an existing lead list?
The workspace includes a lead import workflow. Check the available import format, map the fields and review the data before completing the import.
Does opening this page give access to customer data?
No. This is a public product explanation. The CRM application requires sign-in and the relevant workspace access.
ATLICH™ CRM
Bring the next step
into your workspace.
Open CRM and continue with your team’s account.