Objects and fields
Start with accounts, contacts, leads and opportunities. Add custom objects, fields and relationships.
Your institution is the blueprint.
Start with your purpose. Map how your people work. Shape the data, access and workflows around them.
Scope and rollout are agreed for each deployment.
Your language. Your structure.
Access
Define roles, profiles and permission sets. Share the right records and fields with the right people.
Stages and views
Configure stages, list views and each profile’s Home.
You don’t have to start from zero.
Atrium works with what your teams already use. Each connection is scoped with your deployment.
- SpreadsheetsCSV import of leads, contacts and accounts, with duplicate checks and an error file
- WhatsAppThrough Meta’s Cloud API, on your own business account
- EmailEach member connects Gmail or Outlook, and mail to known people joins the timeline
- Calls and SMSThrough a provider agreed for your deployment
- Your own systemsAPI access in the Basilica edition
One example: Sthara Cohort.
University admissions, built on Atrium: enquiries, counselling, applicants and fees, on one foundation shaped to one purpose.
Cohort is one example, not the limit. The same foundation can be shaped around a different kind of institution.
Build your institution’s shared centre.
Tell us what your institution wants to achieve.