Work from canonical accounts
Reuse tenant-scoped AtlasData accounts and contacts instead of creating a parallel sales identity model.
Limited Beta
Turn account work into an audited opportunity and revenue trail.
AtlasLoop combines canonical account research, a human-controlled opportunity pipeline, append-only revenue evidence, and approval-gated outreach. It records what a workspace did and what evidence exists without silently moving stages, recognizing revenue, or contacting prospects.
Access requires an eligible organization entitlement. Provider-backed sending is available only when the deployed environment is configured.
Protect pipeline history
Version-aware updates reject stale writes, while creation and every stage transition produce append-only evidence.
Separate pipeline from revenue
Opportunity value, recognized revenue, collected revenue, refunds, and adjustments remain explicit, currency-safe projections.
Complete Beta workflow
- 1Select an entitled organization and workspace
- 2Create or review a canonical account and contact
- 3Create an opportunity with amount, close date, stage, and context
- 4Move the opportunity through the versioned kanban and inspect stage history
- 5Record expected, recognized, collected, refunded, or adjustment evidence
- 6Draft outreach and request a separate human approval decision
- 7Send explicitly through configured SendGrid and review signed provider evidence
Current Beta features
- Canonical AtlasData account and contact reuse
- Seven-stage opportunity kanban with drag/drop and selector fallback
- Optimistic concurrency, HTTP 409 conflict handling, and append-only stage history
- Currency-specific pipeline value, ageing, stale, overdue, and near-term metrics
- Append-only opportunity revenue events with separate recognized and collected summaries
- Human-governed outreach approval, explicit SendGrid sending, and signed delivery/bounce evidence
- Permission-aware read-only and write controls for entitled workspaces
Known Beta limitations
- AtlasLoop is a limited Beta, not a production service-level commitment or full CRM.
- SendGrid sending and provider feedback require deployment-specific credentials and webhook configuration.
- No opportunity movement, revenue recognition, outreach, or follow-up happens autonomously.
- Reply ingestion, generalized activity management, AI forecasting, and FX conversion are not included.
- Full PostgreSQL reset/upgrade, deployed multi-user, accessibility, live-provider, and negative-path evidence remain release-hardening work.
Human-governed outreach
Drafts are submitted for an explicit approval or rejection. Sending is a separate user action and provider events never create revenue automatically.
Evidence-qualified Beta
The release label means a real permissioned repository surface exists. It does not claim that every production-release checklist item or live-provider scenario has passed.
Create the first audited opportunity.
Create a canonical account-linked opportunity, move it through the pipeline, record revenue evidence, and keep outreach under human approval.
Start AtlasLoop Beta