What it does
Cards don't wait for someone to drag them. When a call ends booked, a quote sends, or a job completes, the pipeline agent moves the opportunity itself — and tells you which stalled deals deserve a human push today.
Stages advance on events, not memory.
Call ends booked? Card moves. Quote sends? Card moves. Job completes? Card moves and the revenue posts. The board reflects reality because reality is what moves it.
- Auto-advance on real events
- Win/loss reasons captured
- Works from calls, texts, and jobs
Stalls get surfaced, not discovered.
The pipeline agent knows how long deals normally sit in each stage — and flags the ones that have sat too long, with a suggested next touch that's one click to send.
- Stall detection tuned to your cycle
- Suggested next touch attached
- Daily 'deals needing a human' list
A forecast you can take to the bank.
Stage-weighted forecasting from your actual close rates — by source, service, and season — so 'what's coming next month' is a number, not a mood.
- Close rates learned from your history
- Forecast by stage, source, service
- Explains its math in plain language
All of it, done right
What's in the box.
- Stages advance on real events
- Stalled-deal surfacing
- Quote follow-up sequences
- Revenue forecast per stage
- Win/loss reasons captured
- Works from calls, texts, and jobs
- what a deal that will close looks like in your business
- where deals stall, and which nudge un-stalls them
- your real close rates by source, service, and season
- which follow-up timing wins the quote
One shared memory
It doesn't work alone.
Every agent on Atlas writes to one shared memory per business. What the pipeline agent learns here makes every other agent smarter — and what they learn makes this one sharper. That's the operating system part.
Put the pipeline agent to work.
14 days free. It starts learning your business on day one.