Atlas

For business development professionals

Relationship intelligence that works while you’re between meetings.

Capture who you met, and Atlas researches the company, keeps the whole story in one place, and drafts your follow-up in your own style. You approve everything. Atlas sends nothing on its own.

1

Photograph a card

2

Atlas builds the profile

3

You approve

Why Atlas

Built for how business development actually happens

1

Ten-second capture

Photograph a business card, or add someone by name: ten seconds either way. Atlas reads it field by field, with a confidence rating on every field, and confirms with you before anything is saved.

2

Atlas works

It researches the company: the site, plus recent news and press, every finding sourced and dated. It transcribes voice notes and drafts a follow-up in your own style. All of it proposed, none of it final.

3

You approve

Review, correct, or reject anything. Nothing is sent, saved, or paired with your CRM without you saying so. Every time, not just the first time.

What’s inside

One page, everything about the relationship

Capture

Business card reading

Field-by-field OCR with a confidence rating on every field. You confirm before it’s saved.

Research

Company & contact findings

Cited and dated: the company’s own site, plus public news and press. Nothing is saved without your approval.

Notes

Voice & context capture

Talk through a meeting; Atlas transcribes it and flags anything it wasn’t sure it heard correctly.

Follow-up

Drafts in your style

Learned from a few emails you paste in once: never sent automatically, always yours to send.

CRM

Field-by-field CRM Preview

See each change, before and after. Approve or reject one at a time.

Privacy

Private by design

Every account fully isolated. Nothing you paste or capture ever trains a model.

CRM Preview

Every approved detail becomes a precise, reviewable change: never a silent sync

A new title, a corrected fact, a follow-up you actually sent: Atlas turns what you approve into a field-by-field change proposal, not a blind overwrite.

Every account starts in Atlas’s own CRM Preview, where you see the exact before-and-after and approve or reject each field on its own. Connect a real CRM (Pro) — HubSpot, Salesforce, Zoho CRM, Microsoft Dynamics 365, or Pipedrive — and the same approved changes write there instead, gated by the same field-by-field review, plus one more explicit switch for writing outside Atlas at all. One real connection at a time; nothing syncs anywhere until you turn it on.

Proposed CRM updateExample · J. Alvarez
TitleSales ManagerVP, Business Development
CompanyNorthline Fabrication
Next stepFollow up re: Q3 expansion
ApproveReject

Why this is safe to hand real relationships to

Atlas proposes, you approveNo password, everNothing trains on your dataEvery account fully isolatedEvery finding cited and dated

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