CRM solutions for your team
Whether one person sells or a whole department, Atut CRM organises the work the same way: one pipeline, one customer history and clear tasks for every day.
Small businesses and startups
CRM for a small business: start without an implementation
A small business needs one place for customers, offers and tasks. In Atut CRM you start by importing your contacts from Excel and run sales straight away.
- Import companies and contacts from a CSV file with a preview before saving
- One pipeline and one task list instead of a spreadsheet, notes and memory
- The “Today” dashboard: what to do today and what is overdue
- Access on Android phones and iPhones, also in the field
- Sign up with email and 30 days free
Sales teams
CRM for a sales team: control without micromanagement
When several people sell, you need to see who is working on what and how much is in the funnel. Atut CRM shows it in reports and gives each person the right scope of access.
- Deals assigned to owners, with a next step and due date
- Reports: win rate, funnel, weighted forecast and team results
- Per-person permissions, including an “own records only” scope
- A notification when a deal is assigned to someone
- Your own pipeline stages and lead sources
Service companies and agencies
CRM for service companies: every project has a next step
In services, sales is a series of conversations, offers and meetings. The customer timeline makes sure nothing gets lost, and the next step is visible on every deal.
- Company timeline: notes, calls, meetings and emails
- Offers and documents as attachments (PDF, Office files, images)
- A next step and due date on every project, overdue in red
- A Ctrl+K search across companies, contacts and deals
- Tasks linked to a customer or a deal
Organisations on Partnerit Connect
CRM for organisations that use Connect
If your organisation already has Partnerit Connect accounts, employees sign in to Atut CRM with the same account, and a named person, usually from HR, manages the CRM team.
- Sign in with a single Connect account (SSO), also with a QR code from the app
- The CRM team managed by a person named in the organisation
- Permissions, team roles and a seat limit matching the licence
- Organisation data isolated from other organisations
- Licence and limits agreed individually
Screenshots come from a demo environment with sample data. The application interface is currently in Polish.
Why Atut CRM
Four things we care about
A simple system that your team will actually open in the morning.
Simple
One obvious action per screen, and only the features that help you sell.
Android and iPhone
A full phone layout with bottom navigation, lists as cards and a “call” button.
Your data is yours
Export to CSV at any time, and the history of changes is in the event log.
In Polish
A Polish interface and company records with a Polish tax ID (NIP).
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.