Smart mail and AI
Conversation summaries, reply preparation and extracting information useful to your CRM.
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Every customer.
XAFLO ATLAS · Intelligent CRM
Every customer.
The next action.
Xaflo Atlas is the intelligent CRM connecting customers, opportunities, teams and territory. Plan activities and visits, follow proposals and feedback and shape AI and smart mail integrations around your work.
XAFLO ATLAS · CRM
Your team knows where to start.
The starting view brings together tasks, overdue work, activity status and opportunities nearing completion. Each action stays connected to the team’s work.
The need
Work moves forward.
Context stays connected.
A business relationship spans contacts, appointments, proposals and team activities. Atlas brings these steps into one workspace: every opportunity has a stage, an owner and a next action.
A CRM that follows the work
From the team overview to the customer record, the system connects work to the information it needs. Planning, territory and history help organize visits and follow-up.
XAFLO ATLAS · CRM
One opportunity. A clear path.
Follow opportunities by stage, value, owner and next activity. The board makes steps and requests needing follow-up visible.
XAFLO ATLAS · CRM
The customer, with context.
Contacts, organization information, activities, next interaction and attachments in the same record.
XAFLO ATLAS · CRM
The next action, assigned.
The detail connects proposal, deadline, owner and history. Teams can follow the opportunity without losing earlier steps.
XAFLO ATLAS · CRM
Planning the team can read.
The calendar brings appointments and activities together. Team views help coordinate calls, visits, meetings and follow-up.
XAFLO ATLAS · Territory
Customers have a location, too.
The map shows organizations, areas and record status. Practical support for planning visits and field activities.
XAFLO ATLAS · Reports
Understand the flow. Improve follow-up.
Reports on trends, ongoing value, stage transitions and lost opportunities help interpret commercial work and collected feedback.
XAFLO ATLAS · CRM
New work, in the same space.
Projects, activities, goals, notes and contacts share a starting point. The workspace adapts to the company’s workflow.
Intelligence where it helps.
Inside your workflow.
Atlas can be configured with AI modules and smart mail integrations. We define features, data sources and review steps for your project.
Quotes and proposals
Preparing quotes from customer data, service items and defined commercial rules.
Tasks and feedback
Organizing next steps, supporting follow-up and interpreting customer feedback.
The screenshots show the CRM workspace. AI modules, smart mail and quote configuration are defined around the project.
Names, conversations, dates and indicators in these images are illustrative and show how the workspace works.
Your commercial process.
A workspace that follows it.
Tell us how you manage customers, visits, quotes and activities. We design your Atlas configuration around those steps.
XAFLO ATLAS · XAFLO
1 of 8 · Screens shown with illustrative data