CRM software for sales teams
CRM software that gives your sales team an edge
Atut CRM keeps companies, contacts, deals and tasks in one place. Everyone knows what to do today, and you can see what you will close this month.
- 30-day free trial
- No credit card required
- Desktop, Android and iPhone
Screenshots come from a demo environment with sample data. The application interface is currently in Polish.
Why a CRM
Spreadsheets, notes and memory do not scale sales
As your customer base grows, data scatters across inboxes, spreadsheets and chat apps. Atut CRM gathers it in one place and keeps track of the next step for every deal.
Know what comes next
Every deal has a next step and a due date. Overdue steps show up in red, and the “Today” dashboard lists what needs your attention.
The full customer history
Notes, calls, meetings and emails land on the timeline of the company and contact. A new team member never starts from zero.
Your team sees what it should
Set permissions separately for each person and limit the scope of records to everything or only their own.
Features
Everything a sales team needs
Atut CRM covers the whole process: from the first contact, through the offer and negotiation, to the results report.
Sales pipeline
See every deal on a stage board
The sales pipeline in Atut CRM is a board of stages where you drag deals from first contact to a win.
- Your own stages and probabilities, deal values and a weighted forecast
- A next step and due date on every deal
- Won or lost with a reason that feeds the reports
- Drag cards on desktop; use the “Move to stage” button on a phone
Customer database
Companies, contacts and the whole history in one place
The customer database in Atut CRM links companies, contacts, deals and files, and the timeline shows every conversation.
- Notes, calls, meetings and emails on the company timeline
- Industry, city, tax ID, tags, source and owner for every company
- Attachments on companies, contacts and deals
- A Ctrl+K search across companies, contacts and deals
Tasks and the “Today” dashboard
Start the day with what really matters
The “Today” dashboard lists tasks due today and overdue, and shows the deals that have no next step planned.
- Tasks with a due date, linked to a company or a deal
- Notifications and task reminders
- Open deals and monthly wins on the first screen
- Undo for tasks and deal moves
Sales reports
Results and forecast without building pivot tables
The reports show win rate, pipeline value and a forecast weighted by the probability of each stage.
- Won, lost, win rate and average won deal
- Funnel by stage and reasons for lost deals
- Wins and losses over the last 12 months
- Team results by deal owner
Solutions
A CRM that fits your team
Whether one person sells or a whole department, Atut CRM organises the work the same way: one pipeline, one customer history, clear tasks.
Small businesses
Start without an implementation: import your customers from Excel and run sales in one place.
Sales teams
Pipeline, tasks and team reports, and each salesperson sees their own records or all of them.
Services and agencies
A customer timeline, offers as attachments and a next step on every project.
Connect organisations
Sign in with a single Connect account, and a named person manages the CRM team.
CRM on your phone
Your whole sales process in your pocket: Android and iPhone
Atut CRM works on Android phones and iPhones. You open it in the browser or add an icon to your home screen, with no app store needed.
- Bottom navigation, lists as cards and large touch targets
- The customer’s phone number as a “call” link
- A pipeline you swipe through, and one button to move a deal
- A home-screen icon and its own window without the browser bar
Getting started
Up and running in three steps
You create an account, add your data and team, then run your sales in one system.
Create an account
Enter your email and confirm it with a link. You get your own organisation and 30 days to try the system.
Add your data and team
Import companies and contacts from a CSV file (with a preview before saving) and invite your colleagues by email.
Run your sales
Add deals, plan steps and tasks, and let the reports show what really works.
Security
Your company’s data under control
Each organisation’s data is isolated, and you set access separately for each person.
Organisation isolation
Every data query is limited to your organisation. Automated tests check this.
Per-person permissions
Turn adding, deleting, reports, import, export and settings on separately, and limit the record scope to the person’s own.
Secure sign-in
Passwords stored as hashes, login attempt limits, sign-in with a Connect account or a QR code, and sessions that expire when idle.
Event log
Who changed what and when. The audit trail is available to people with the right permission.
Safe attachments
An allow-list of file types, random file names and downloads only through access control.
Your data is yours
People with the permission can export companies, contacts and deals to CSV at any time.
FAQ
Frequently asked questions about Atut CRM
What is Atut CRM?
Atut CRM is customer relationship management (CRM) software for sales teams. It brings companies, contacts, sales deals, tasks and reports together in one place, and works on a computer and on a phone.
Can I try Atut CRM for free?
Yes. After you create an account you have 30 days to try the system, with no credit card required. Licence details are on the pricing page.
Can I use the CRM on my phone?
Yes. Atut CRM works on Android phones and iPhones: you open it in the browser or add an icon to your home screen. The phone layout is separate, with bottom navigation and large buttons.
Can I import customers from Excel?
Yes, from a CSV file. Save your spreadsheet as CSV and load it in Settings, in the Import and export section. You see a preview of the data before it is saved.
How many people can work in one CRM?
The number of team seats comes from the licence. The person who manages the team adds users and sets their permissions. If you need more seats, contact us.
Is my data safe?
Each organisation’s data is isolated, you set access separately for each person, and changes are recorded in an event log. Details are on the Security page.
What language is the application in?
The application interface is currently in Polish. This website is available in Polish and English.
How is Atut CRM different from a spreadsheet?
A spreadsheet stores data but does not track the next step, has no customer timeline and no per-person permissions. Atut CRM does this automatically. See the comparison on the Features page.
Get your sales organised before your competitors do
Create an account and use Atut CRM free for 30 days. Your team can start working today.