Customers and contacts
Contacts, company information, notes and history in one context.
Xaflo Atlas
Intelligent CRM · A Xaflo solution from the Rocket Web group
XAFLO ATLAS · CRM & WORKSPACE
Customers, team and tasks. One connected workflow.
Customers, opportunities and tasks in one workspace. Plan visits, follow proposals and keep every customer relationship in context.
A Xaflo solution from the Rocket Web group. Custom configuration, integrations and AI modules.
FROM CONTACT TO NEXT ACTION
A CRM that follows your process.
Connect what you know about a customer to what your team needs to do, without losing the previous step.
Opportunities and proposals
Stages, owners, value and next actions make every deal clear.
Tasks and service requests
Organise requests, tasks and customer follow-up with clear deadlines and ownership.
Shared planning
A calendar, appointments and tasks help coordinate the team’s work.
Field visits
View customers and organisations on a map to prepare visits and organise territories.
Reports and feedback
Review trends, stage transitions and reasons for lost deals to improve follow-up.
OPPORTUNITIES IN VIEW
Every deal has a next step.
The board brings together status, value, owner and next action. Your team can see what is moving forward and which relationships need attention.
SCHEDULE AND TERRITORY
From schedule to visit. With the right context.
Plan shared work and locate organisations in the field. The screenshots show the workspace; names, dates and indicators are demo data.
AI & SMART MAIL
Intelligence where it helps. Inside your workflow.
We define AI modules around your project: data sources, integrations and review steps agreed with your team.
From conversation to CRM
Email summaries, reply preparation and extraction of information useful for customer records and tasks.
Quotes with your rules
Proposal preparation based on customer data, service items and defined commercial rules.
Connected tasks and feedback
Support for organising next steps, following up requests and interpreting collected feedback.
The screenshots illustrate the CRM. Availability of AI modules, smart mail and quotes depends on the project configuration.
GETTING STARTED
The process first. Then the configuration.
Understand the work
We map your current customers, tasks, roles and tools.
Build the workflow
We define views, stages, planning and integrations around your process.
Review with the team
We validate the configuration and AI features against agreed work scenarios.
Your work. A CRM that follows it.
Tell us how you manage customers, visits, quotes and tasks. We start there.