ATLAS CRM

ATLAS CRM puts your entire admissions pipeline on your phone. Built for counsellors at ATLAS SkillTech University, 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

Recent changes:
Add Opportunity on a lead — School → Program → Degree → Specialization cascade, optional Allocate-to (defaulting to Auto — by Lead Allocation Rule), and a Remark. Adding a program already on the lead records another attempt instead of duplicating it.