Know which deals to push, and which to park with your customizable
AI BD assistant
Your BD assistant scores deals based on real interactions with prospects and alignment to your go-to-market playbook. It highlights the signals that matter so your team can prioritize active outreach, forecast the pipeline more accurately, and focus on the deals most likely to close.
Your time is too valuable to waste on bad deals
Spot real pipeline, not false signals
Atlas analyzes how each prospect interacts with your outreach, from email opens to meeting responses, and filters those signals through your own BD playbook. Instead of relying on gut feel or scattered notes, you get a probability score grounded in real engagement and proven patterns. No more chasing deals that look promising but go nowhere.
Turn activity noise into actionable insight
Not all activity is progress. BD assistant reads between the lines of your candidate and client interactions to identify momentum. Or lack of it. It flags the deals that are moving, stalls that need re-engagement, and patterns that signal likely drop-off. With clear visibility into what’s working, your team knows exactly where to act next.
Apply your BD playbook at scale
Your team already knows what a good deal looks like. Atlas takes that knowledge and builds it into your workflow. You define the signals, stages, and outcomes that matter most. The BD assistant then scores opportunities based on how well they align to your proven approach, so your whole team benefits from your best thinking on every deal.
Spend time where it actually pays off
With clear deal scores and momentum signals, your team can prioritize outreach that drives results. Atlas helps you avoid wasting cycles on prospects who are unlikely to convert. Whether you’re filling a pipeline or trying to close the quarter strong, it keeps your focus on the opportunities with the highest return.
Customer testimonials
Rec tech is the wild west of the industry. Overly complex workflows, the need to buy multiple pieces of software, expensive and slow to innovate. Atlas has solved all of the above problems with an AI infused platform that eliminates ‘tech stack bloat’, spiraling costs and cutting edge innovation. Add to this direct access to the founder (Jordan) and you have a recipe for the best CRM that listens to its customers and iterates faster than any of its competitors.
Never has a CRM changed the game so much when it comes to recruitment. Jordan and the team at Atlas are building something truly incredible with the sole focus of allowing recruitment consultants to focus on what they are incredible at, being consultants. If you are a recruitment company and you’re not using Atlas, be prepared to be left behind in the dust.
We moved over to Atlas in the summer with a very tight migration timeframe. The Atlas team have been super responsive to all our queries; it’s been really refreshing to have a genuine two way engagement where suggestions and requirements are acknowledged and acted upon. The new Opportunities BD pipeline is a game changer. The pace of their innovation is incredible and genuinely exciting!
Having Atlas is worth two VAs - the amount of time I save by not having to fill in data fields, parse CVs manually, retrofit processes to archaic systems, take notes & actually do something with those notes - like, the whole thing's done for me!
In my 15 years in recruitment, I’ve never experienced such a genuine game changer as Atlas! Everything has improved, admin is non existent, and productivity has increased 10x compared to our old CRMs (Bullhorn and Vincere). If you are in recruitment, you absolutely HAVE to try it!
We moved from Zoho over to Atlas. The decision has been overwhelmingly positive. The basic premise alone to actually capture all of the data points for candidates and clients alike has been a game changer. Adding in everything else like campaigns, reports, and the new opportunities release for BD, we couldn’t be happier. Feature development has been rapid, with actual useful features being released. Support is extremely fast and very helpful. Highly recommended!
BD Assistant FAQ
How does the Atlas BD assistant determine which deals are most likely to close?
Atlas scores each opportunity based on real prospect engagement and alignment with your agency’s go to market playbook. It analyzes signals such as email engagement, meeting responses, and ongoing communication patterns, then filters them through the deal stages and criteria you define.
How is this different from standard CRM activity tracking?
The BD assistant flags stalled deals, highlights momentum shifts, and surfaces patterns that indicate likely progression or drop off. For enterprise agencies managing high deal volume, this distinction helps eliminate false positives in the pipeline and reduces time spent chasing low value opportunities.
Can we tailor the Atlas scoring model to match our agency’s BD process?
Yes. Atlas is built around your existing BD playbook. You define the signals, stages, and outcomes that represent a strong opportunity within your organization. The BD assistant then applies those criteria consistently across every deal. This ensures that scoring reflects your agency’s strategy, sector focus, and historical win patterns rather than a generic model.
