- Client
- Atlas Commerce
- Industry
- E-Commerce · Retail
- Year
- 2025
- Services
- CRM Rebuild · Migration · AI Qualification
- Engagement
- Flat scope, 5 weeks
Atlas came to us with eleven years of CRM data nobody trusted, three sales reps logging deals three different ways, and a forecast the founder described as fiction. Leads were arriving faster than the team could reply, and the ones that went quiet stayed quiet. Nothing was technically broken. The architecture around it was.
A CRM the team worked around instead of inside
Our audit traced every lead from ad click to invoice. Average first response was six hours, and 38% of inbound never got a second touch at all. Deals sat untouched for eleven days with no rot alert, no escalation, and no owner. The data itself was worse: duplicate contacts, dead custom fields, and pipeline stages that had been renamed so often nobody could report on them. We put a number on it before quoting anything, roughly $41,000 a month in revenue that arrived and quietly left.
Rebuild the architecture, keep the platform
We did not replace their CRM. We rebuilt what sat around it. New pipeline architecture mapped to how they actually sell, a full deduplicated migration of eleven years of history with nothing lost, stage automation so a deal cannot go quiet without alerting its owner, and an AI qualification layer that scores and routes every inbound lead the moment it lands. Everything was built and tested in parallel with the live system, then cut over on a Friday night with no downtime.
Migrated live, documented in full, handed over
Eleven years of records moved without a single lost deal. The team got trained on the new pipeline in one afternoon because it finally matched how they already worked. Every automation was documented so their ops lead can extend it without calling us.
What changed
“First agency that understood the business before touching the tools. The forecast is finally something I can plan against.”
Founder · Atlas Commerce
Let's find your leaks
This build started with a free audit, and so can yours. Send us the process that frustrates you most and within 24 hours we map where it breaks and what each break costs you monthly. No commitment, and the map is yours to keep.