Atlas CRMATLAS CRM
OPERATIONS
✓
Governance activePRINCE2 · ITIL service operations
SECURE COMPANY WORKSPACE
V0.4.0 · PARENT CONTROL PLANE
Atlas CRM
Workspace/Overview
MANAGING ⌄
Secure workspace
ASG GROUP · BUSINESS CONTROL CENTRE

Clarity across the business.
Control across every commitment.

A unified view of commercial performance, governed delivery and service health.

—

Needs your attention

Items that may affect a commitment or gate

Pipeline by stage

Open opportunity value · ZAR

Open pipeline value —

Priority opportunities

Next decisions and close dates

OPPORTUNITYSTAGEVALUENEXT ACTION

Project governance

Gate progress and delivery health

REVENUE MANAGEMENT

Sales pipeline

Move opportunities forward only when the next gate's entry criteria are satisfied.

⌕
— opportunities
OPPORTUNITY / ACCOUNTSTAGEEST. VALUEPROBABILITYOWNEREXPECTED CLOSENEXT ACTION
No opportunities match this filter.
i
Stage governance is active

Stage advancement is validated on the server. Missing decision details, technical fit, commercial approval or contract evidence will prevent an unauthorised progression.

DELIVERY GOVERNANCE

Projects & stage gates

PRINCE2-aligned stage control, mandatory checklists and auditable approvals.

✓ Stage-gate control
EXECUTION & DEPENDENCIES

Work queue

Tasks, approvals and prerequisites. An item cannot be completed while a required dependency remains open.

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— work items
WORK ITEMSOLUTION / PRODUCT SETSTATUSPRIORITYOWNERDUE DATEDEPENDENCIESRELATED TOACTION
No work items match this filter.

Dependency register

Prerequisites which can block downstream work

CUSTOMER MASTER DATA

Accounts

One record per customer, partner or prospect. Duplicates are caught when you add an account or import a list.

⤓ Export CSV
⌕
— accounts
ACCOUNTINDUSTRYOWNERLOCATIONSTATUSACTIVITY
No accounts match this search.
RELATIONSHIP MANAGEMENT

Contacts & role players

Track sponsors, decision-makers, technical evaluators, procurement and delivery stakeholders.

⌕
— contacts
CONTACTACCOUNTROLE / INFLUENCEEMAILPHONENOTES
No contacts match this search.
ITIL-ALIGNED SERVICE OPERATIONS

Incident command

Restore service quickly. Prioritise by impact and urgency. Track ownership, escalations, communications and SLA commitments.

01Log & classifyImpact · urgency · service
02Prioritise & restoreOwnership · escalation · workaround
03Resolve & closeEvidence · communication · learning
ITIL-PRACTICE ALIGNED
⌕
— incidents
INCIDENTPRIORITYSTATUSASSIGNED TORESPONSE SLARESOLUTION SLAUPDATED
No incidents match these filters.
i
ITIL-aligned controls are enabled

Incidents retain a timestamped event history, impact/urgency assessment, priority, service/configuration context, assignment, escalation, workaround and resolution details. SLA scanning runs once per minute while the local server is open. The priority matrix and clock-stop rules are ASG policy defaults that must be agreed with each tenant's service commitments.

OPERATE · BILLING

Subscriptions across ASG products

Trials and paid plans from every product that charges, starting with Seal. Payments arrive from PayFast.

CUSTOMERPRODUCTPLANSTATUSMONTHLYRENEWS / TRIAL ENDSSINCE
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Recent payments

Every PayFast notification that was accepted.

WHENCUSTOMERSTATUSAMOUNTPAYFAST REF
IDENTITY & TENANT GOVERNANCE

IAM & company administration

Role-based access, company memberships and a separate portal for each company.

Tenant portfolio

The parent company is the control plane. Tenant records stay centrally governed and operational data remains isolated by company.

PARENT
Central data stewardship

Parent-company administrators can switch into any tenant's data scope, govern users and policies, and onboard additional entities. Tenant users only receive their own company's records.

User memberships

Each tenant is isolated. Parent-company administrators can administer all current and future entities from this control plane.

— memberships
USERCOMPANYROLESTATUSACCESS
No user memberships are available.
Platform role catalogueFive roles, identical in every company. The Global Super Administrator is an extra role that exists only in the parent company.5 roles · Expand
PROACTIVE CONTROL

Alerts & deadlines

Approaching dates, overdue actions and gate deadlines. Scans also run automatically while the local server is running.

Overdue Due within 3 days Due within 7 daysIn-app only in this prototype

Notification centre

One alert per rule and due-date occurrence, with repeat-safe scanning

— alerts
ACCOUNTABILITY & TRACEABILITY

Audit history

Recorded stage changes, checklist updates, approvals, ownership changes and workflow actions.

◷ Append-only in normal UI

Recent events

Most recent 100 events in this local database

— events
Atlas CRM · Business Control Platform v0.4.0 Central group data store · —PRINCE2 governance · ITIL-aligned service operations
Atlas CRMATLAS CRM
ASG ATLAS · THE CRM FOR THE GROUP

Visibility where it matters.
Control where it counts.

Customers, pipeline, projects and the service desk in one CRM, for every company in the group.

PARENT GOVERNANCE · TENANT-ISOLATED OPERATIONS
Atlas CRMSECURE COMPANY WORKSPACE
SECURE WORKSPACE

Sign in to your company portal

Access is managed by your company role and membership.

▦Continue with Microsoft→ GContinue with Google→
Configure provider credentials in the local environment to enable federated sign-in.
or use your email and password
Your password is temporary. Choose your own to continue: at least 10 characters, with letters and a number.
LOCAL TEST ACCESS

Development-only shortcut. Disabled automatically in production mode.

ASG Atlas CRM · Secure company workspace
CRM RECORD

Create record