Great brokerages run on great communication. But when your team is split across email, Slack, Zoom, and a dozen other tools, context gets lost and deals fall through the cracks.
AtlasBrokers now brings collaboration directly into your workspace.
Team Chat with Channels
Organize conversations by what matters:
- #general for company-wide updates
- #deals for pipeline discussions
- #support for client escalations
- Deal-specific channels that auto-create when a deal reaches a certain stage
Every message is searchable, and you can mention colleagues, share files, and pin important messages.
Video Meetings
Start a video call directly from any deal, contact, or channel. No external links, no app switching:
- Powered by Jitsi — open-source and privacy-friendly
- Screen sharing, recording, and chat built in
- Meeting notes auto-saved to the associated deal or contact
Approval Workflows
For quotes, contracts, proposals, and high-value deals that need sign-off:
- Sequential approvals: Manager → Director → VP, in order
- Parallel approvals: Multiple approvers can review simultaneously
- Auto-escalation: If an approver doesn't respond within a set time, it escalates
- Audit trail: Every approval, rejection, and comment is logged
Why Built-In Matters
External tools create silos. When your chat, video, and approvals live inside your CRM, every conversation is connected to the deal it's about. No more searching through email threads or Slack channels to find that one approval.
Available now on all Professional and Enterprise plans.