Integrations
Atlas
Sync contacts and companies with your CRM so commercial data matches.
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What Atlas does
Atlas keeps contacts, companies and opportunity data consistent between your CRM and commercial+, so quoting and delivery are working from the same customer truth.
What moves between the systems
Companies and contacts: matched on registration number or domain to avoid duplicates.
Opportunities: linked to the quote and job they became.
Won deals: handed to delivery with the commercial detail attached.
Setting it up
Connect Atlas and pick the objects in scope.
Choose the system of record for each field.
Run a dry-run match report before enabling writes.
Connections are configured by our team as part of onboarding. If you want to see it running against your own setup, book a demo and we will walk through it.