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In-house ProductsExcel CRM – Atom

A full sales CRM, in the Excel you already know

Excel CRM – Atom gives your sales team leads, pipeline and reports inside Excel. No new platform to learn, and nothing to migrate.

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What Atom does

The essentials, without the platform

Not every business needs a full cloud CRM platform. Atom covers the essentials in Excel:

Leads and contacts

Manage leads and contacts in one place, in views your team understands.

Pipeline tracking

Track sales pipelines and monitor progress deal by deal.

Sales reports

Report on sales performance and team efficiency.

Your process

Customize workflows to match how your team actually sells.

Free download

Download Atom, free

Atom ships as a single Excel workbook. Leave your details and the download starts.

Built for small and medium sales teams

Who it fits

Made for teams that run on Excel

Small and medium teams

Atom is made for SMB sales teams that need structure, not another platform subscription.

Start the same day

It is an Excel workbook. Open the file, add your leads, and the pipeline exists.

A path to more

When your team outgrows Excel, we consult on the platforms. That said, Atom may carry you a long way.

Next step

Try Atom on your own pipeline

Download the workbook and try it on your leads. If you want a second opinion first, tell us how your team sells.

Download Atom freeRequest a Demo