CRM for Consultants & Coaches

Your smart assistant for managing clients and projects effortlessly.

Let Atlas CRM do the busywork, so you can sell more and stress less.

14-day free trial. No credit card required.

Trusted by world-class Consultants & Coaches

Caerus Logo

Tired of spending a fortune on multiple tools to run your business?

Still using spreadsheets and Outlook to manage clients and projects?
Do traditional CRMs feel too complex for your needs?
Wasting time setting up the same project structure over and over?

Does it sound familiar?

For every $1 invested in CRM, businesses see an average return of $8.71.

Source: Nucleus Research

atlas users cut manual tasks by up to 50% by automating admin work.

CRM users report a 29% increase in sales and 34% higher productivity.

Source: Forrester Research

Did you know that...?

Experience Atlas in Action

Watch Our Co-Founder Demonstrate How Easy It Is to Use Atlas

Features

One tool to manage your entire consulting business.

CRM, project management, and client collaboration—finally in one platform.

atlas

Keep your consulting business organized in a tool designed for you.

atlas

Import contacts from LinkedIn with one click using our Chrome Extension

atlas

Sync your contacts, calendar, and email by connecting Outlook or Google

atlas

Turn your services into reusable project templates for streamlined execution.

atlas

Provide a secure and organized client portal to deliver everything in one place.

Don’t just take our word for it

Hear from some of our amazing customers.

“The time I spend on organization and administration has reduced by 50% since using Atlas”.

Dr. Peter Zoller

Leadership Training, Coaching, and Mentoring

Support

F.A.Q.

All you need to know about Atlas.

Still not sure if Atlas is the right choice for you?
Talk to our support team.

Atlas is a software that combines CRM and project management features, specifically designed for independent consultants, coaches, and solopreneurs.

Unlike other tools in the market, our focus is on simplicity and a beautiful and minimalistic design, making it easier for our customers to manage their projects and clients in one place.

Atlas is intended for consultants, coaches, and solopreneurs who need a simple and intuitive tool to manage their projects and clients. Our software is ideal for those who want to streamline their workflow and save time while maintaining a professional image.

You get full access to all features of Atlas CRM for 14 days, completely free. No limitations, no hidden fees—just a chance to experience how Atlas can simplify your client and project management.Toggle Content

Yes! Atlas CRM allows you to invite clients to a secure workspace where they can view project updates, access shared files, and communicate with you—all in one place.

Absolutely! Atlas seamlessly syncs with Google and Outlook, allowing you to connect your contacts, emails, and calendars for a smooth workflow.

Not at all! Atlas is designed to be simple and intuitive—no complex configurations needed. You can get started in minutes and focus on what truly matters: your clients and projects.

Yes! Atlas lets you create and save custom project templates, so you can quickly set up new projects without starting from scratch. Perfect for standardizing your processes and scaling your consulting business.

Yes, security is our top priority. Atlas CRM uses enterprise-grade encryption and secure cloud storage to protect your data. Your client information, project details, and communications are always safe.

Definitely! Atlas is built for solopreneurs, independent consultants, and small consulting teams. You can work solo or collaborate seamlessly with your team inside the platform.

After your 14-day free trial, you can choose a pricing plan that fits your needs. We offer flexible options for solo consultants and small teams. You’ll see all pricing details inside your account before the trial ends—no surprises! 

You can cancel your subscription at any time by logging into your account and selecting the cancel option – but we doubt that you will want to.