Everything You Need. Nothing You Don't.
AtomiCRM packs enterprise-grade features into a platform anyone can configure. Explore what's possible.
Your Data Model, Your Way
Stop forcing your business into someone else's data structure. Define any business object — leads, tickets, properties, patients, inventory, projects — with full control over fields, relationships, and computed values.
- 20+ field types: text, number, date, email, phone, URL, address, dropdown, reference, rating, priority, computed, AI-enriched
- Entity relationships with forward and reverse lookups
- Template syntax for display fields: "{data.firstName} {data.lastName}"
- Computed fields with expression formulas
- AI-enriched fields that auto-populate via GPT with optional Google Search
- CSV import with field mapping, export with column selection
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Custom Entity System
See Data the Way You Think
Every entity supports every view. Switch between them with a click — your data, your perspective.
- Table View: column visibility toggle, sort, filter, bulk selection, inline actions
- Board View: Kanban columns by status or any dropdown, drag-and-drop with WIP limits
- Calendar View: monthly/weekly/daily with drag-to-reschedule and color coding
- Map View: Google Maps integration for address fields with clustered markers
- Inbox View: 3-panel layout with real-time message streaming
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Five View Types
Automate Any Workflow
Build powerful state machines that model your exact business processes. Add rules, approvals, and SLAs without writing code.
- XState v5 state machines with visual stage indicators and transition buttons
- Guards prevent invalid transitions with required field validation
- Cascading side effects: update fields, send notifications, trigger webhooks, run AI agents
- json-rules-engine for event-driven business rules (max 5 cascade levels)
- SLA tracking with live countdown timers and breach alerts
- Approval workflows with multi-approver support and threshold configuration
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Process Automation
Every Conversation, One Place
A unified inbox that brings together every customer touchpoint. Your team stays in one interface while customers use their preferred channel.
- 7 channels: Email (SendGrid, Mailgun, SES, Gmail), SMS (Twilio, Vonage), WhatsApp, Telegram, Facebook, Instagram, Live Chat
- Smart routing: round-robin, least-busy, rule-based, with auto-reply templates
- Agent presence with online/away/busy/offline status and heartbeat
- Message templates with variable substitution and channel-specific formatting
- Internal notes invisible to customers, emoji reactions with bi-directional sync
- CSAT surveys with automated triggers, cooldown periods, and analytics
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Omni-Channel Inbox
AI That Works Inside Your Workflow
Pre-built AI agents that plug into your workflow stages. Score leads, classify tickets, enrich contacts, analyze sentiment — all automatically.
- 10 built-in agents: Lead Scorer, Ticket Classifier, Contact Enricher, Sentiment Analyzer, Opportunity Risk Assessor, Task Prioritizer, Customer Segmenter, Email Draft Writer, Meeting Prep Brief, Follow-up Generator
- Field slot system maps abstract slots to your real entity fields
- Auto mode (runs automatically) or review mode (requires human approval)
- Agent Marketplace to discover and install community-built agents
- Custom agent builder with template syntax and Google Search integration
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AI Agent Library
Get Paid Faster
A complete financial toolkit: invoices, estimates, credit notes, orders, recurring billing, and subscription management — all native to your CRM.
- Full document lifecycle with 10-state status machine (draft through paid/void/written-off)
- Recurring billing profiles with 7 frequencies and automatic proration
- Subscription management with trial periods, plan upgrades/downgrades, and cancellation policies
- 20+ currencies with tax management (inclusive/exclusive, compound tax support)
- 3 PDF templates (default, modern, minimal) with custom branding
- Payment recording with 8+ methods, refund tracking, and overdue reminders
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Invoicing & Billing
Understand Everything at a Glance
Build real-time dashboards with 20+ widget types. From simple counters to complex funnels and geographic heat maps — all without SQL.
- 20+ widget types: counters, charts (bar/line/pie), funnels, gauges, leaderboards, maps, tables, activity feeds
- Drag-and-drop 12-column CSS grid with flexible widget sizing
- Apache Superset embedded reporting with guest token flow
- PostgreSQL warehouse sync (real-time via Cloud Functions + bulk backfill)
- Tenant-scoped row-level security for all embedded reports
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Dashboards & Analytics
Enterprise Security, Zero Compromise
A hybrid RBAC + ABAC permission model that gives you fine-grained control over every action, every field, and every record.
- 5 built-in roles (Viewer through Owner) plus unlimited custom roles with hierarchy levels
- Entity-level CRUD with record scope: none, own, team, workspace, or all
- Field-level visibility and editability overrides per role
- Process transition restrictions, inbox channel access control, dashboard permissions
- Firebase Auth custom claims — zero Firestore lookups in security rules
- Immutable server-side audit logging with rate limiting on sensitive operations
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Permissions & Security
One Platform, Many Teams
Organize your business across multiple workspaces with independent entity configurations and hard data isolation boundaries.
- Multi-tenant architecture with complete data isolation per organization
- Multiple workspaces per tenant (Sales, Support, HR, Finance, etc.)
- Per-workspace entity configuration and data scoping (system vs. workspace)
- Custom claims with workspace keys for hard security boundaries in Firestore rules
- Workspace-level entity picking with scope badge indicators (Globe = system, Lock = workspace)
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Multi-Workspace
The Complete Toolkit
Forms for every purpose, document templates with digital signing, collaborative editing, tags, attachments, and bulk operations.
- SurveyJS forms with 10 purposes: survey, lead capture, intake, approval, checklist, request, registration, assessment, feedback, custom
- PDF document templates with dynamic fields, repeaters, and digital signatures
- Collaborative real-time editing with TipTap + Yjs
- Tags with color picker, file attachments with drag-and-drop, bulk operations
- Command palette search (Cmd+K), full audit log, English + Hebrew with RTL support
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Forms, Documents & More
See It All in Action
Start building your custom CRM today — no credit card, no code, no limits.