Accounts and sites
Parent companies, plants, branches, and job sites modeled separately so coverage and history stay accurate.
Lifecycle CRM
The complete customer relationship lifecycle on one record
Generic CRMs end at closed-won. In industrial revenue, that is roughly the halfway point. Vector keeps the relationship intact through delivery, service, expansion, and renewal.
Object model
Your business objects, not repurposed software fields
Because the model matches reality, reporting requires no spreadsheet reconstruction.
Bid board
Invitations to bid with due dates, estimator assignment, bond and prequalification status, and go/no-go decisions.
Quote revisions
Every revision retained with configured line items, margin, and approval trail. No overwritten spreadsheets.
Projects and change orders
Awarded scope becomes delivery work, and change orders return to the pipeline as forecastable revenue.
Service agreements
Recurring coverage, asset lists, PM schedules, and renewal windows managed alongside new construction.
Assets and installed base
What you installed, where, and when — the foundation for aftermarket and replacement revenue.
Forecast
A commercial forecast finance will actually cite
Stages map to revenue recognition milestones, weighted by Atlas AI award probability and reconciled against the ERP order book each night.
- Bookings, backlog, and burn in one view
- Change order revenue forecast separately from new awards
- Recurring service revenue tracked with renewal risk
- Variance reporting between committed and Atlas-weighted forecast
Related
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