CRM
Centralize client data, communication, and history
Keep every client detail in one place, from contact information to past interactions. ATOM makes it easy to view history, track updates, and manage relationships without digging through emails or spreadsheets.
With ATOM’s CRM, you can:
Complete Client Profiles
Every detail, always up to date
Keep everything you need to know about your clients in one place — contact info, tax history, documents, notes, and communications. ATOM’s CRM gives your team instant access to the right details without digging through folders or inboxes.
Smart Filtering & Search
Find what you need in seconds
Search clients by name, year, service type, or any custom field. With intelligent filters, you can pull lists for renewals, follow-ups, or upcoming deadlines in just a few clicks.
Notes & Activity Tracking
Always know where things stand
Log phone calls, emails, and updates directly to each client’s record. Every interaction is saved automatically, giving you a complete communication history across your team.
Know Every Client, Inside and Out
Build Stronger Client Relationships
ATOM’s CRM helps your team deliver a personalized experience at scale. Whether it’s remembering client preferences, tracking prior returns, or setting reminders for next year’s outreach, you’ll always have the context you need to serve each client better.
From Client Intake to Completion
Connected Across Your Workflow
Because ATOM’s CRM is integrated with the rest of your practice tools, you don’t need multiple systems. Update a client’s contact info, and it syncs everywhere — billing, document management, and the Client Portal. It’s one database powering your entire firm.
How ATOM’s CRM Makes Your Work Easier
Centralized Information
Keep client data, history, and notes in one secure system accessible to your whole team.
Improved Follow-Up
Set reminders and alerts so no client slips through the cracks — from renewals to check-ins.
Enhanced Collaboration
Everyone on your team can see the same client data and communication trail, ensuring a seamless handoff between staff.
Data Accuracy
Update client records once, and ATOM automatically syncs changes across all connected modules.
Custom Fields
Track the details that matter most to your firm — from service type to referral source.
Client Insight & Reporting
Run reports on client activity, engagement, and performance to make smarter business decisions.
The # 1 Practice Management Solution designed with your Office in mind
Your gateway to office productivity excellence.