The platform
Every part of the operation, on one sheet.
Nine modules over one source of truth. The core platform runs the full sales-and-operations lifecycle. The Communication module, plus Meta lead-ads streaming and GPS live tracking, are paid add-ons, each carrying an Add·on mark.
Module
Leads and pipeline
Capture, allocate, and move every lead from first touch to close.
Bulk CSV import
Upload a sheet, preview the split, and commit. Atlas balances new leads across available reps by their current open count.
Round-robin allocation
Load-balanced assignment that skips unavailable reps, with duplicate phone numbers resolved before they create double work.
Ten-stage pipeline
New, No Response, Not Interested, Follow Up, Details Sent, Other Requirement, Visit Scheduled, Visit Done, Booking Done, Closed. Board or table.
Work inbox
Overdue follow-ups, upcoming visits, and stale handover steps aggregated into one prioritised queue per person.
Meta lead-ads streaming
Add·onLeads from Meta lead forms flow straight into the pipeline and into allocation, with no CSV in between.
Module
Communication
Reach every lead on their channel, from inside the record.
Per-salesperson sessions over a self-hosted bridge, with project creatives attachable to any message.
SMS
Shared-device SMS that sends alongside WhatsApp, with delivery tracked per channel on every message.
Click-to-call
Place a call from a paired Android phone, watch live status, and keep duration and history on the lead.
Bilingual templates
Fourteen templates, each written in English and Hindi, sent manually or fired automatically on a status change.
Module
After-sales handover
The post-booking process, named and tracked end to end.
Ten-step process
Booking form, project documents, loan collection and processing, down payment, agreement, stamp duty, registration, originals, disbursement.
Structured per step
Each step captures its own fields, like loan amount, bank, sanction date, and registration number, plus remarks and document uploads.
Stale-step alerts
Steps that sit too long surface in the inbox as urgency items, so a handover never stalls quietly.
Module
Front desk
The reception layer between walk-ins and the pipeline.
Visit check-in
Scheduled and walk-in visits with arrival, no-show, and completion states, plus a separate logbook for non-lead visitors.
Petty cash ledger
Given and returned entries across ten categories, with receipt uploads, voids with reason, and a daily CSV export.
Module
Team operations
Attendance, breaks, and performance without a separate app.
Automatic attendance
Presence-based sessions that open, extend, and close on their own. Six hours marks a full day. No punch clock.
Break tracking
Typed breaks for lunch, training, huddle, and site visits, with a daily allowance threshold that flags overruns.
Performance view
Conversion, visits, and bookings by salesperson over any date range, on a dashboard that counts without scanning every row.
Module
HR and payroll
A full back office, not a bolt-on.
Employee profiles
Personal, banking, emergency, and employment details, with a seven-item onboarding checklist that accepts document uploads.
Letters and payslips
Six letter templates auto-filled from the profile, salary components with ten defaults, and payslips stored as PDFs.
Insurance and self-service
Insurance enrolment with renewal reminders, plus a self-service portal for salary certificates and other HR requests.
Module
Fleet
Vehicles and trips, logged against real cost.
Vehicle records
CRUD across six vehicle types and six fuel types, including temporary vehicles that expire on their own.
Trip logging
Driver, route, purpose, odometer start and end, and fuel filled and its cost, rolled up into utilisation per vehicle.
GPS live tracking
Add·onConnect a GPS device for live location, route history, and mileage verification across the fleet.
Module
Channel partners
A minimal portal for direct selling managers.
Lead submission
Partners submit leads attributed to them and watch each one move through the pipeline from a single status table.
Training and commissions
A seven-day onboarding track and a commissions ledger with balance, payout details, and per-project amounts.
Module
Access and roles
Seven roles, enforced where it counts.
Role-based access
Admin, salesperson, manager, DSM, HR, vehicle, and receptionist, guarded at the database layer, not just the UI.
Multi-role users
One person can hold several roles and switch the active one, while deactivated users keep their history but lose access.