
For sales teamsFor B2B sales teams
From web form to live customer, with no lead left behind.
3 ready-made processes with bases and dashboards: lead intake with round robin, a deal funnel with customer acceptance by link, and the implementation of every sale. Free for 14 days, no card.
Ready in 2 minutes, right in the browser, nothing to install.
Sales in progress
Atlas Software · B2B sales kit
- Brightside AcademyLead Intake and QualificationLog the leadin 3 h0/3MS
- Northwind LogisticsB2B Sales FunnelCustomer acceptance2/5SC
- Andrews MetalworksB2B Sales FunnelSend the proposal1/5RP
- Greenvale GroupLead Intake and QualificationQualify the lead1/3SC
- Alpha BuildersB2B Sales FunnelNegotiate the terms3/5RP
- Wellspring ClinicCustomer implementationRun the kickoff1/4DP
- HubSpot
- Salesforce
- Pipedrive
- Spreadsheets
- Gmail
The kit
Everything sales needs, already in your account
It arrives in its own folder, as a starting point. Adjust the steps, fields, deadlines and owners to the way your team sells.
Contact form
Every submission becomes a lead in the queue.
A public link for your website or bio. Every submission becomes a lead in the team's queue, with the company saved to the base.
Public form
Lead Intake and Qualification
Round robin, 4-hour first contact, qualification.
Round robin across the sales team, 4 hours for the first contact, and budget, decision maker and timing before a deal opens.
3 steps
B2B Sales Funnel
Proposal, acceptance by link, close with a reason.
Discovery, a proposal with discount approval, customer acceptance by link, negotiation, and a close with its reason.
5 steps
Customer implementation
Starts on its own when the deal is won.
Starts on its own when the deal is won: sales handover, kickoff, follow-up and go-live.
4 steps
Companies, contacts and interactions
Your accounts update at every step.
Your accounts update at every step, from lead to customer, with the owner, the last interaction and a stalled follow-up alert.
3 bases
Pipeline and accounts
Forecast, funnel, win and loss reasons.
Weighted forecast, funnel by stage, why deals are won and lost, deals won by rep and leads waiting past the deadline.
2 dashboards
In practice: one lead from form to go-live
No handoff left hanging

1
The lead lands in the right queue
The prospect fills in the form. The lead goes to the next rep in the rotation, with 4 hours for the first contact, and the company is already in the base.

2
The customer accepts by link
The proposal goes out with its value, discount and expiry. A discount above 10% goes to the manager first. The customer accepts, asks for changes or declines on the phone, with no account.

3
Won, the implementation starts
When the deal is marked as won, the implementation opens on its own with what was sold and what the customer wants to achieve. The two runs stay linked.
Sales pipeline
Last 180 daysOpen deals
14
Value in the pipeline
$512K
Weighted forecast
$238K
Won (180 days)
$346K
Value by stage
- Discovery$164K
- Proposal$142K
- Customer acceptance$118K
- Negotiation$88K
Why deals are lost
- Price36%
- Competitor27%
- No budget18%
- Timing19%
When the manager asks, the pipeline answers.
The dashboards build themselves from what the team records at each step. No side spreadsheet, no asking for updates in the chat.
- Weighted forecast based on each deal's stage
- Value in the pipeline and funnel by stage
- Why deals are won and lost, over the last 180 days
- Deals won by rep, credited to whoever closed them
- A company with no interaction in 14 days becomes a follow-up task
Questions
Questions sales leaders ask
Do I have to replace the CRM I already use?
No. The kit covers the process: who takes the lead, what must be ready before the proposal, who approves the discount and what happens after the sale. If your team uses a CRM, it can stay there; if it runs on spreadsheets, the kit brings bases for companies, contacts and interactions.
Does the customer need an account to accept the proposal?
No. They get a link, see the proposal PDF, the value, the discount and the expiry, and answer on the phone or the computer: accept, ask for changes or decline. The answer goes back to the deal right away.
How much is it after the 14 days?
The trial asks for no card: you only pay if you stay. After that, pick the plan that fits your team.
See plans and pricingCan I change the funnel, the fields and the deadlines?
All of it: steps, fields, deadlines, approval rules and owners. The discount limit, the rotation and the dashboards adjust too. The kit is a starting point.
How does a website lead reach the team?
Through the kit's form, which has a public link for your website, bio or a campaign. Every submission opens the lead intake with the details filled in and hands it to the next rep in the rotation.

Put your next lead on rails.
The sales kit in your account in 2 minutes. Free for 14 days, no card.
Start free with the kit