Small Business Client Resource Management (CRM)

Atlas is the perfect solution for small businesses and freelancers who want to manage all their client’s resources at their fingertips. You can organize your client’s data with projects, tasks, invoices, forms, and more.

Atlas by Ascenian Digital: All in One Small Business Management
Staying Organized

Organize Your Clients and Projects Simply and Easily

With Atlas, your data will generally fall under certain “Clients” and “Projects.” From there, you can assign tasks, invoices, forms, and more to those. This allows you to stay organized and track the lifetime value of your clients.

Create Tasks, Invoices, Forms and More

We wanted to build the most comprehensive, yet easy to use client resource management app available for small businesses. Atlas’ client resource management function features everything a small business owner needs to effectively run their business, whether it’s creating tasks and invoices or sending and receiving forms.

Being small business owners ourselves, we strove to build something that we would find joy in using. It goes without saying that we are very happy with Atlas.

All in One Small Business Management App

CRM Features

There are many reasons why you should use Atlas’ client resource management features to run your small business!

Client Management

Manage all of your clients in one place. You can access client-specific projects, tasks, forms, and invoices from one place.

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Project Management

Keep your project related details, tasks, documents, invoices, and notes organized in one place. Once finished, you can mark it as complete.

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Task Management

As a business owner, it is inevitable that you will have a list of things to do. You can create one-time or recurring tasks and assign them to projects.

Invoicing & Payments

Utilizing Stripe, you can send itemized invoices to your clients from Atlas and have them pay via hosted and secure payment portals.

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Forms & Templates

As a service-based business, you may have to send proposals or contracts. With Atlas, you can create forms and request approval or e-signatures from your clients.

Income & Expense Tracking

Tracking your income and expenses is important for staying financially responsible. Atlas allows you to do necessary accounting and export transactions.

Reviews

We think our mobile app is great, but you might want to hear from others too!

Atlas allowed me to save hours every month running my software development business. Instead of having to use multiple apps every day, now I only use one!

Dylan Wells

Owner, Ascenian Digital LLC

I am always on the go with what I do so I don’t have much time to sit at a computer. With Atlas by Ascenian Digital, I can run my entire business from my phone!

Ilsa Nelly

Owner, Wall Street Processing

Atlas saved me hours every day onboarding new clients. Being able to send forms and invoices from one place has made running my business a lot easier!

Richard Hardy

Owner, Blue Collar Pet Transport

Download Atlas

Atlas by Ascenian Digital is available on the Apple App Store and Google Play Store.