A New Chapter in ATARIA CRM: Leads & Sales Are Coming

Exciting times are ahead for ATARIA CRM users! We’re rolling out two powerful features—Leads and Sales.

These upcoming features are designed to bring more structure to what happens before and after a prospect becomes a client. For brokers, the journey does not begin when someone becomes an active client. It starts with a sign-up, a follow-up, a conversation, and eventually a decision.

With Leads and Sales coming to ATARIA CRM, that part of the journey is set to become more visible and organized.

Introducing the Upcoming Leads Feature

The new Leads feature is all about capturing and organizing your potential customers effortlessly. No more juggling spreadsheets or losing track of promising contacts.

Capture leads quickly: Get all the info you need in one place.
Organize with ease: Segment, tag, and prioritize leads for smooth follow-ups.
Track progress: Know exactly where each lead stands in your sales funnel.
Boost conversions: Timely, personalized engagement means turning more leads into customers.

Introducing the Upcoming Sales Feature

Coming right after leads, our Sales feature will give you full control over your pipeline. This means less guesswork and more winning:

Pipeline visibility: Clear stages that show where every deal stands.

Forecasting tools: Smart predictions to plan your next move.

Performance insights: Data-driven reports to sharpen your sales strategy.

Deal management: Keep everything organized and accessible, so you can focus on what matters—closing deals.

This feature is designed to speed up your sales cycle, helping you close deals like a pro.

Get Ready for the Big Launch

The addition of Leads and Sales represents more than two new sections in a ATARIA CRM. It reflects a broader approach to brokerage operations, where different stages of the client journey can be managed and understood within the same platform. We’re putting the finishing touches on these features, and they’ll be ready soon. Here’s how you can prepare: