Features

Pipeline, next steps, ownership (sales without chaos)

Deal boards by stage, lead capture, activity timelines, tags/custom fields, automation rules, and clear ownership—so the pipeline stays alive.

Deal stages

Pipelines that match how you sell: stages, probability, owners.

Lead capture + import

CSV import and fast lead-to-deal workflows.

Next-step tasks

Calls, emails, meetings—each tied to deals with due dates.

Activity timelines

Notes, files, and activities in the contact/deal timeline.

Tags + custom fields

Segmentation, filtering, and reporting using your own fields.

Automation rules

Auto-assign, reminders, and status updates based on rules.

Quote → invoice → payment (one flow)

Quotes/estimates/invoices, taxes/discounts, PDFs, payment tracking, and recurring flows—right in the deal context.

Quotes / proposals

Template-based quotes and fast customer delivery.

Estimates

Estimates and approvals before invoicing.

Invoices

PDF invoices with taxes/discounts and a clean audit trail.

Recurring invoices

Recurring billing for subscriptions and retainers.

Payment tracking

Payment status and history tied to customers and deals.

Exports for finance

Export billing data for finance and reporting.

Team collaboration + support

Tickets + SLAs, knowledge base, team messaging, assignments/mentions, and role-based access—linked to the customer.

Support tickets

Assignment, statuses, priorities, and SLAs—clear lifecycle.

Customer context

Tickets linked to contacts/companies/deals—no lost history.

Internal notes & handoffs

Internal notes, handoffs, and transparent ownership changes.

Knowledge base

Articles and internal docs so answers scale with your team.

Team messages

Fast discussions without losing customer context.

Roles & permissions

Role-based access control to keep data clean and safe.

Company hierarchy & entity type

Start simple today. Evolve into a holding structure later — with guardrails and approval.

At signup: choose your company type

When signing up for AtlanticBell, you can choose whether you are registering as Independent or Holding.

Allowed types at signup: Independent or Holding only.
No cross-company linking at signup: you cannot set a parent company during public signup.

Later: request a hierarchy change (approval workflow)

As your business grows, you can request changes (e.g., become a holding company) from your workspace. A SuperAdmin reviews and approves the request before it is applied.

Open Account → Hierarchy → Change Requests and submit the requested type/parent.
SuperAdmin reviews the request (pending → approved/rejected).
On approval, the system updates your company record and enforces safety checks.

Safety checks: prevents self-parenting, prevents hierarchy cycles, and keeps changes scoped to your root company tree.