Two-way sync with Atrix CRM

• Company, contact and deal. An interested lead creates all three in Atrix CRM, so nothing has to be typed twice.
• The right product. The deal is attached to the product the lead came from, which matters when you sell more than one thing.
• Stages, both ways. Move a lead in the pipeline and the deal moves in Atrix CRM. Move the deal in Atrix CRM and the lead moves here.
• Conversation summary. A summary of the WhatsApp conversation lands on the deal, so whoever picks it up knows what was said.

One-way exports go stale the moment someone updates the other system. With two-way sync, your prospecting tool and your CRM agree on where each deal stands, whichever one your team happens to be working in.

1. 1Sign in to Prime Leads Finder with your Atrix account.
2. 2Work leads as usual in campaigns, the inbox and the pipeline.
3. 3When a lead shows interest, it appears in Atrix CRM as a company, contact and deal on the right product, with a conversation summary.
4. 4Move the deal in either tool and the stage follows in the other.

Sync works with Atrix CRM today. For other tools, you can still work leads in the inbox and pipeline. See pricing for what is included, or request early access.

Many small companies sell two or three things to overlapping customers. In Prime Leads Finder, each product has its own brief, campaigns, research and leads. When sync creates a deal in Atrix CRM, it puts it on the product the lead came from, so a clinic interested in your booking software does not end up in the pipeline for your payroll service.

Leads are also de-duplicated by phone across all products, so one business appears once rather than as a separate contact for every product you pitched.