CRM

A simple CRM that turns won deals into projects.

Companies, contacts and deals in the same workspace as the work. When a deal closes, start the project from it and the customer comes along.

Free plan · no card · two seats included

atrix.dev/dashboard/customers

What it does

The pipeline, without the admin

The records a small team actually keeps, and nothing that needs a sales-ops hire to maintain.

Companies and contacts
Companies with domain and website; contacts with email, phone, title and the company they work for.
A five-stage pipeline
New, qualified, proposed, won and lost, on a board. Each deal carries an amount, currency, expected close date, owner and a lost reason.
Stage history in the notes
Every move between stages is written into the deal's notes next to what people wrote, so the story of a deal reads top to bottom.
Values by permission
Seeing deal amounts and pipeline totals is its own permission. Everyone else sees the deals without the money.
Won deal to project
Create a project from a deal in one step. The deal can also link to an idea or a prototype you showed the customer.
Meetings on the record
Calendar events can be linked to a deal and its contacts, so the last conversation is one click from the deal.

How it works

The deal and the delivery live in the same place.

Add the company and contact — Create them by hand, or have Claude or ChatGPT add them over MCP from a conversation.
Move the deal — Drag it across the pipeline, add notes as you go, and link the meetings where it moved.
Start the project — When it is won, create the project from the deal and hand it to the team.

atrix.dev/dashboard

Plans

No contact or deal limits on any plan. Plans differ in seats.

FAQ

Who can see deal values?

Only people with the deal-value permission. Others see deals and stages with the amounts and totals hidden, in the app and through the API.

Can I import contacts from a CSV?

Not today. Add records in the app, or through the Atrix API and MCP server with the CRM write scope.

Can I change the pipeline stages?

No. The five stages are fixed, which keeps reporting consistent across projects and people.

Does it read my email?

No. Atrix does not connect to your inbox. Notes are written in Atrix, and meetings come from the Atrix calendar.

Can an AI assistant see deal amounts?

Only if you grant the deal-value scope and you hold the deal-value permission yourself. A token can never see more than the person who created it.

The CRM is included on the free plan, with no record limits.