Software for agencies to manage every client in one place.
The software an agency needs is project management and a client CRM on the same graph, so the pipeline, the retainer, the contract, and the deliverables all point at the same client record. Most agencies run a CRM for new business, a PM tool for delivery, a contract app for scope, and a spreadsheet to tie it together, and the seams between them are where scope creep and missed follow-ups live. Atlas is 16 modules on one platform with an assistant that keeps client work moving. Starter is free for up to 5 seats.
New business and delivery live in different apps, and clients feel it.
The handoff from "signed" to "started" is where agencies leak margin.
"By the time the project kicked off, half the scope from the pitch was lost."
An agency runs two motions at once: winning the next client and delivering for the current ones. When those motions live in separate tools, the pitch promises sit in the CRM, the scope sits in a contract, and the work sits in a PM board, and nobody owns the translation between them. A deliverable slips, a change request never becomes a change order, and the retainer quietly runs over budget because time and scope are tracked in different places.
Atlas keeps the whole client relationship on one graph. The lead in the CRM becomes the signed client, the contract's scope becomes the project plan, and every deliverable, meeting, and message hangs off the same record. When a client emails a new request, the assistant can draft the change order, log it against the account, and add the task, all under the permissions of the person running the account and written to the audit log.
One workspace per client, one graph across all of them, and an assistant that does the follow-up you keep meaning to.
A typical agency stack versus one platform.
Rough monthly cost for a 10-person agency. Prices are approximate and change often, so confirm each on the vendor's own site.
| Job to do | Typical separate tool | Rough monthly, 10 seats | In Atlas |
|---|---|---|---|
| New-business pipeline | Sales CRM | $150 to $500 | CRM |
| Client delivery | Project management app | $100 to $200 | Projects and Tasks |
| Scope and contracts | Proposal and e-sign tool | $50 to $160 | Contracts |
| Client intake | Forms builder | $25 to $60 | Forms |
| Shared client inbox | Team email tool | $120 to $250 | Inbox |
| Meeting notes and recaps | Notetaker | $100 to $200 | Meetings |
| Account reporting | Dashboard tool | $75 to $250 | Analytics |
| Total | Seven tools, one spreadsheet to reconcile | $620 to $1,620 | Team, $24 per seat |
The saving is real, but the bigger win is the handoff. When the CRM, the contract, and the project share one client record, scope does not fall through the gap between apps, and account leads stop copying data between tools. Atlas Team is $24 per seat per month with all 16 modules, and freelancers can turn a resume into a client-facing site with Portfolio.
Common questions.
What agency owners ask before moving client work onto one platform.
Can Atlas handle project management and CRM for a client services agency?
Yes, and doing both on one graph is the point. The lead in the CRM becomes the client, the client's contract becomes the project scope, and every task, meeting, and message hangs off the same account. You are not exporting from a CRM into a PM tool by hand, and the assistant can act across both because it is one system.
Can I keep each client's work separate?
Yes. You organize work by client account, and role-based access control lets you scope who on your team sees which accounts. Every action is written to the in-app audit log, so account leads and owners can see exactly what changed on a client and when.
How does it help with scope creep and change orders?
Because the contract, the pipeline, and the delivery board share one record, a new client request can be turned into a logged change order and a task in the same motion. The assistant can draft the change order from the email and file it against the account, so the "quick favor" becomes tracked scope instead of unbilled work.
Do you offer a client-facing portfolio or pitch site?
Yes. Portfolio turns a resume or case-study list into a clean site you can share to win the next engagement. It is a separate product that lives alongside Atlas. See the Portfolio page.
Can the assistant draft client updates and recaps?
Yes. Ask Atlas can draft a status update from the project's activity, summarize a client meeting into notes and action items, and draft the follow-up email in your voice for you to review and send. Every action runs under the person's own permissions and is logged. See the assistant page.
What does it cost for a small agency?
Starter is free for up to 5 seats, Team is $24 per seat per month with all 16 modules, and Business is $58 per seat per month. Most small agencies run on Team. See the pricing page.
When Atlas is not the right call.
A tool page you can trust has to say where it does not fit.
Look elsewhere if
- You bill by the hour and need deep time tracking and invoicing. Atlas is not a dedicated time-and-billing or invoicing system. If timesheets and invoices are the core of your operation, pair Atlas with a billing tool or choose an agency suite built around that.
- Your clients require you to hold a SOC 2 report or SCIM provisioning. Atlas does not hold a SOC 2 attestation and does not offer SCIM today. If an enterprise client's security review demands either, Atlas will not clear it yet. The trust page is explicit about this.
- You need a branded client portal with external logins. Atlas is a workspace for your team, not a white-label client portal with per-client external accounts. If clients need to log in to their own branded space, this is not it.
- You need data residency in a specific region. Atlas does not offer regional data residency. If a client contract requires data to stay in a named country, this is not for you yet.
If your problem is really "our client work is scattered across too many apps," that is exactly what Atlas fixes. Start with the CRM, the Contracts module, or the other team shapes.
Every client, contract, and deliverable on one graph.
Atlas keeps new business and delivery in the same system, so scope does not leak in the handoff and follow-ups do not get missed. Starter is free for up to 5 seats.