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ATW One

CRM

Sales teams run inbound and outbound pipeline in one CRM app. Records stay tied to accounts and deals as opportunities mature—so finance and delivery see the same customer story.

CRM — ATW One product screenshot

Representative UI; your org's data and enabled apps may differ.

What you get in this app

  • Leads with search, filters, CRM history, converted leads, and one-click conversion
  • Sales sidebar: AI Lead Agent, leads, contacts, accounts, and deals
  • Touchpoints and KPI views to keep follow-ups visible
  • Same org and permissions as finance—no duplicate customer directories

Explore other modules

  • Dashboard — Your home base—apps, shortcuts, and one consistent launch point for every role.
  • Finance — Invoices, AR, customers, vendors, and purchasing aligned with CRM.
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