Atellier CRMClose more deals, lose fewer leads
A full-featured sales pipeline and client management system. Track every lead from first contact to closed deal with automations, scoring, and relationship insights.
Part of the Atellier Suite · $7/app/user/mo or $28/user/mo for all 13 apps · billed annually
Inside the app
Your whole pipeline on one board
Every deal, from first quote request to install day — with values, owners, and next steps visible at a glance.
Product UI preview — illustrative data.
What's inside CRM
How It Works
From first touch to closed deal in three steps
Capture the lead
Web forms, phone calls, Instagram DMs, and referrals all funnel into a single inbox. Every lead gets a contact record instantly — no copy-pasting between tools.
Score & route
Leads are automatically scored using your custom BANT criteria and routed to the right rep. Hot leads surface immediately; nurture sequences handle the rest.
Close & track
Move deals through your custom pipeline with stage-specific checklists. When a deal closes, commissions calculate automatically and follow-up sequences kick off.
Deep Dive
Built for products, not just contacts
Custom fields for product specs
Generic CRMs give you "Company" and "Revenue." Atellier CRM lets you track sign dimensions, material types, backing options, and power configurations — right inside the deal record.
- •Unlimited custom fields per deal, client, or project
- •Required-at-stage validation prevents incomplete handoffs
- •Dropdown, number, currency, date, and boolean types
Lead scoring engine
Not every inquiry deserves the same urgency. Configurable BANT-based scoring weighs lead source, project type, budget, timeline, and engagement to surface the deals most likely to close.
- •Hot / Warm / Cool / Cold badges on every lead
- •Scoring rules fully editable per organization
- •Auto-triggers nurture sequences for lower-scoring leads
Pipeline
A pipeline that matches how you actually work
Stage-triggered automations
Each pipeline stage has configurable automation rules. When a deal moves to "Proposal Sent," follow-up tasks auto-create at day 3, 7, and 14. Move to "Delivered" and commissions, warranties, and review requests fire automatically.
- Auto-create follow-up tasks on stage entry
- Generate factory orders when production begins
- Calculate commissions on closed-won
- Create warranty records on delivery
// Pipeline stage automation rules
"Proposal Sent" → {
follow_up: [day 3, day 7, day 14]
}
"Delivered" → {
calculate_commission: true
create_warranty: 24 months
follow_up: [day 1, day 7, day 14, day 30]
}
Pricing Engine
Instant quotes from product specs
Formula-based pricing
Area-based, per-unit, linear-foot, or custom formulas. Conditional add-ons like RGB color-changing (+15%), premium acrylic (+30%), or USB power (-25% for small signs). Everything stored in the database per organization.
- Area-based, per-unit, linear-foot, and custom formulas
- Conditional add-ons with percentage or fixed-price modifiers
- Installation tier pricing (Basic $99, Complex $199+, Commercial $2K+)
- Apply calculated price to deal with one click
Price Breakdown
Team Tools
Keep your team aligned and your clients close
Follow-up sequences
Configurable sequences that fire at the right moments. Post-delivery: day 1 thank you, day 7 review request, day 14 referral ask, day 30 satisfaction survey.
- Proposal follow-up: Day 3, 7, 14 check-ins
- Post-delivery: thank you, review, referral, survey
- Win-back: 12+ months no activity re-engagement
- VIP quarterly: proactive relationship touchpoints
Role-based permissions
Six configurable roles ensure every team member sees exactly what they need — nothing more, nothing less.
Admin
Full system access
Manager
Team oversight + reports
Sales
Own deals + commissions
Designer
Design + production files
Installer
Schedule + checklists
Read-Only
Dashboard viewing
Who It's For
Every role in your sales org, covered
Sales Reps
Own your pipeline, see your commission in real time, and never forget a follow-up. Your deals, your clients, your dashboard.
Sales Managers
Full visibility across your team's pipeline. Reassign deals, monitor conversion rates, and export commission reports for payroll.
Business Owners
High-level dashboards showing revenue, lead source ROI, and sales cycle length — without digging through individual deals.
Works great with…
CRM is even more powerful when paired with these apps.
Learn more about CRM
Guides, comparisons, and insights to help you get the most out of CRM.
Atellier CRM vs HubSpot for Custom Product Businesses
HubSpot is great for SaaS and B2B sales, but custom product businesses need spec-based pricing, factory order management, and commission tracking. Here's why Atellier is purpose-built for that workflow.
7 min read5 Pipeline Stages Every Sign Shop Needs (And 5 Most Are Missing)
Most sign shops run a 4-stage pipeline and wonder why things fall through the cracks. Here are the 10 stages that give you complete visibility from lead to delivery.
5 min readAutomating Follow-Ups After Every Delivery
The most profitable moment in your customer relationship is right after delivery. Here's the automated sequence that turns one-time buyers into repeat customers and referral sources.
5 min readThe Pricing Calculator That Eliminates Quoting Errors
Every misquoted order costs you money and trust. Here's how formula-based pricing eliminates calculation errors and gives your team instant, accurate quotes.
5 min readLead Scoring for Custom Product Businesses: A Practical Guide
Not every lead deserves the same response time. Here's a practical guide to scoring leads by budget, timeline, project type, and source — so your team focuses where it matters.
6 min readManaging Client Communications
How to use Atellier's communication tools to maintain professional client relationships and never lose context.
Get CRM and 12 more apps
The full Atellier Suite — 13 apps starting at $28/user/mo, billed annually.
Or get CRM standalone starting at $7/app/user/mo, billed annually.
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