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.
There are many reasons why you should use Atlas’ client resource management features to run your small business!
Manage all of your clients in one place. You can access client-specific projects, tasks, forms, and invoices from one place.
Keep your project related details, tasks, documents, invoices, and notes organized in one place. Once finished, you can mark it as complete.
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.
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.
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!
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!
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!