ATOM B2B CRM

Fulcrix Limited

About this app

ATOM B2B CRM is the mobile companion to your organization's ATOM CRM, built for managers who need to review and act on approvals without being at a desk.
Stay on top of leads and change requests as they move through your approval workflow:
Approvals inbox: see everything awaiting your decision in one place, grouped by how long it's been waiting
Leads and Change Requests: browse, search, and filter items by segment, product, and status
Item detail view: full context on every item pricing, stage history, approval chain, and comments before you decide
Decisions on the go: approve, send back, or reject with a reason, right from your phone
Push notifications: get notified the moment an item is assigned to you or its status changes
Dashboard: commercial and engineering summaries so you can see trends at a glance
Sign in with your existing ATOM CRM credentials or your organization's Microsoft account. Your access and approval permissions carry over automatically based on your role.
ATOM B2B CRM is for existing ATOM CRM customers and requires an active account with your organization.

What’s new

Welcome to ATOM B2B CRM, the mobile companion for managing your team's leads and change requests on the go.

Review and approve leads and change requests wherever you are
Track approval status, stage history, and comments in one place
Get push notifications the moment something needs your attention.