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Meet Atlas, your AI teammate for sales

The CRM That Runs Your Sales Day

Meetings, Gmail, tasks and deals in one place for small teams that sell software. Atlas, the AI built in, writes the notes and drafts the replies. Nothing changes until you confirm.

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Opening in small groups. 14-day free trial, no credit card.
Heed companies list with Atlas answering which three deals need attention this week

Your Day in One Place

My Day is the first page you see each morning: today’s meetings from Google Calendar, the customers waiting on a reply, tasks due and the deals that need a push.

  • Wrap Up After Every Call

    Type a few rough lines when a meeting ends. Atlas turns them into meeting notes, next steps, a deal update and a follow-up email for you to check.

    Learn More About My Day

  • Your Gmail, Inside the CRM

    The full inbox, read live from Gmail. Every thread shows its company and deal, Needs Reply shows who is waiting, and Atlas drafts answers in your voice.

    Learn More About Inbox and Email

  • Tasks the Whole Team Can See

    Calls, emails and follow-ups with an owner and a priority. A reminder when one is due, a digest at 8am and a board on every deal.

    Learn More About Tasks
My Day after a 10am call. Atlas wrote the wrap-up from three lines of notes, and nothing is saved until you press Save and Send.

An AI Teammate That Asks Before It Acts

Atlas is built into every page. It knows your company, your deals and your team, coaches each deal against your stages, and never edits a record on its own.

  • Ask Anything About Your Pipeline

    Press ⌘J on any page and ask which deals need attention this week. Atlas answers from your own records and links every deal, company and contact it mentions.

  • It Knows Your Company

    Setup reads your website and drafts what you sell and who you sell to. Admins edit it, reps suggest changes, and Atlas works from it.

  • It Writes Like You

    Replies, follow-ups and booking confirmations come back in your voice. Learning from your sent mail is opt-in.

  • It Proposes, You Confirm

    Ask it to move a stage, log a call or add a task. Each change arrives as a card, and one card can update up to 200 records.

Nothing changes until you press Confirm. Each proposal runs once, and only after you approve it.

Learn More About Atlas AI
Atlas prepared this change. It runs only when you press Confirm.
Atlas Brief on a deal page marking the deal Off Track, with risks, next steps and the evidence it used
Atlas Brief on a deal: health, risks, next steps and the evidence behind them.

Heed in Claude and ChatGPT

Ask about your pipeline, log a call or update a deal without leaving Claude or ChatGPT. They use the same CRM tools as Atlas, with your permissions.

  • Connect in a Minute

    In Claude or ChatGPT, add Heed as a connector and sign in. Claude Code, Cursor and other tools can use a personal token.

    Learn More About Atlas AI

  • Your Permissions, Nothing More

    The tools act as you. Every change goes through the same checks as the app and shows in the record’s history.

  • Gmail Stays Out

    AI tools can’t search or read your Gmail, send email or enroll contacts in sequences.

A rep updates a deal from Claude. The change goes through Heed’s own checks and shows in the deal’s history.

Know What Each Deal Needs Next

A rep with 23 open deals can’t remember which ones still need pricing. Heed keeps track for them, and every Monday it tells each person what changed.

  • A Checklist for Every Stage

    Admins decide what done means for each stage, or keep the defaults. Atlas checks every open deal against it and shows the evidence behind each answer.

    Learn More About Deals and Coaching

  • What’s Missing, Then a Plan

    Each gap before the next stage comes with an Add Task button. Atlas drafts a dated close plan that the rep edits and saves.

  • This Week and the Monday Brief

    See what moved, slipped, closed and appeared since last week. At 8am on Monday, reps get their own deals by email and managers get the team.

    Learn More About Forecast and Reports
Coaching on one deal, and the week across the whole pipeline.

A Forecast You Can Defend

Every number traces back to a deal, a rep’s call or a manager’s adjustment, so you can explain it to your team and your board.

  • A Category on Every Deal

    Owners and managers mark deals Commit, Best Case, Pipeline or Omitted. Left empty, a deal follows its probability.

  • A Weekly Call From Each Rep

    Reps submit their commit and best case for the quarter every week. Managers adjust a call when they know more, and everyone sees what changed since last week.

  • Quotas That Keep the Past

    Quotas are set per rep and quarter. Changing this quarter never rewrites last quarter’s attainment.

  • Win/Loss and CSV Exports

    Win rate, deal size, sales cycle and lost reasons for each rep. Managers can export any report as CSV.

Learn More About Forecast and Reports
A manager adjusts one rep’s call. The team total uses it, and the rep’s own call stays on record.
Forecast page with the past due callout, quarter totals and Atlas Summary
Commit, best case and attainment for the quarter. Deals past their close date are called out instead of quietly counted.

Every Meeting Lands in Your Pipeline

Heed reads your Google Calendar, logs customer meetings on the right company and gives each rep a booking page. Guests get reminders a day and an hour before, and can reschedule from a link.

  • Meetings Log Themselves

    Customer meetings from Google Calendar land on the right company. Create and edit events with Google Meet without leaving Heed.

  • No Follow-Up Goes Missing

    A customer meeting with nothing logged since stays striped red until someone adds notes or wraps it up.

  • Booking Pages With Meeting Types

    Up to 10 meeting types on your own page, plus one-off links for a single deal. Set buffers, minimum notice, daily limits and intake questions.

    Learn More About Booking Links

  • Every Booking Becomes a Deal

    A booking creates the contact, the company and an Inbound deal. Atlas scores the fit, suggests an agenda and writes the confirmation in your voice.

A week in Heed. Meetings log themselves, the ones still missing notes turn red, and a drag across Friday becomes a booking link. The guest who books it arrives as a contact with an Inbound deal.

Everything a Small Sales Team Needs

Companies, contacts and deals in pipelines you shape, sequences from your own domain, and Atlas wherever it saves you a step.

  • Pipelines With Your Own Stages

    Each pipeline gets its own stages and default probabilities. Drag deals across the board as they move.

    Learn More About Deals and Coaching
    Deals board with Discovery, Evaluation and Procurement columns

  • Works on Your Phone

    Check a deal, update the stage or ask Atlas between meetings.

    Deal page on a phone with the deal details and the Ask Atlas bar

  • Paste Notes, Atlas Fills the Form

    Drop rough call notes into Log Activity. Atlas fills in the company, contact, deal and summary for you to check.

    Log Activity dialog filled in by Atlas from pasted call notes

  • Sequences From Your Own Domain

    Follow-ups go out from your company’s domain, with warmup, daily caps and an unsubscribe link. A reply stops the sequence, and Atlas sorts it.

  • Prospects Already in Your Inbox

    Companies you email or meet that aren’t in Heed yet, checked by Atlas against who you sell to. Add one in a click.

    Learn More About Prospects

  • ⌘K Search

    Jump to any company, contact or deal from anywhere in Heed.

    Command menu search showing matching companies, contacts and deals
Also in Heed
  • Deal Signals
  • Deal Suggestions From Email
  • Slipping Deals Report
  • Team Booking Links
  • Renewal Dates
  • AI Teammates (Beta)
  • Playbook and Cue Cards
  • Custom Fields
  • Manager and Rep Roles
  • Comments and @Mentions
  • Realtime Notifications
  • Hover Cards
  • Open and Click Tracking
  • Booking Page Embed
  • Workspace Currency
  • CSV and ZIP Export
  • Product Tour With Example Data

Switch in an Afternoon

Bring companies, contacts and deals over from HubSpot, Pipedrive or a spreadsheet. Owners and stages map on the way in, and Heed lists possible duplicates for you to merge.

  1. 01

    Join the Waitlist

    When your spot opens, your workspace starts a 14-day free trial, no credit card needed.

  2. 02

    Import Your Data

    Upload CSV exports of companies, contacts and deals. Map owners, stages and custom fields, then skip, update or overwrite duplicates.

  3. 03

    Connect Google

    Calendar works with any Google account. Gmail opens once your Workspace admin trusts Heed, which takes a minute.

  4. 04

    Invite the Team

    Records you gave to invited teammates move to them when they join. Each person gets a welcome and a short tour.

A deal import from HubSpot. Owners go to teammates or people you’ve invited, and stages go to your pipeline, won and lost included.

Your Data, Under Your Control

Sales email is sensitive and a pipeline is hard to rebuild. Heed only sees what each person chooses to share, keeps a record of every change and lets you take everything with you.

  • Gmail Is Opt-In

    Each person decides whether to connect Gmail. Nothing is read from an inbox until its owner turns it on.

  • Admins Can’t Read Your Inbox

    Nobody else can open your inbox in Heed, and that includes admins. Your mail stays yours.

  • Private Stays Private

    Exclude domains and labels, or mark a single thread private. Anything already logged from them is removed.

  • Atlas Asks First

    Changes arrive as cards and nothing is saved until you press Confirm. Atlas runs on Anthropic’s Claude through Amazon Bedrock, and AWS does not use Bedrock prompts to train models.

  • Every Change on Record

    Deals, companies and contacts show who changed what and when, including changes from Atlas, AI teammates, AI tools and imports.

  • Deleted Isn’t Gone

    Only managers delete records, and deleted ones wait 30 days to be restored. A restored company brings back its contacts and deals.

  • Isolated Workspaces

    Each team gets its own workspace. Your records never show up anywhere else.

  • AI Tools Get Your Access Only

    Claude, ChatGPT and other tools you connect act as you, can’t read your Gmail and lose access the moment you revoke them.

  • Export or Delete Anytime

    Download a CSV or the whole workspace as a ZIP. Delete your account or the workspace from settings, no support ticket needed.

How Heed Handles Your Data

See Which Deals Need You This Week

Join the waitlist and we’ll email you when your workspace is ready.

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