ClientLogix

ClientLogix

UNAPEN
+
+

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About

Atrium is an AI-powered communication and relationship management platform designed to help users organize, understand, and nurture their professional network by combining an intelligent inbox with a personal CRM into a single system. It brings together email, contacts, and calendar data into one unified interface, where information is automatically enriched, grouped, and prioritized to surface the most important relationships and interactions. It acts like a “relationship studio,” using AI to triage incoming communications, filter out irrelevant messages, and provide contextual insights such as recent company updates, prior conversations, and relevant notes before meetings. It allows users to ask questions about their network, track relationship depth and growth, and access detailed profiles with historical interactions and key information. Atrium also automates follow-ups and reminders, helping users maintain consistent communication without manual effort.

About

One solution that is built to handle the very distinct differences in the types of relationships, distribution channels, interested parties and intermediaries in each of these lines of business. One central portal to quickly find all client, prospect and 3rd party information, streamlined portfolio setup and maintenance with a bi-directional interface to many portfolio accounting systems, plus flexible import from sponsor platforms. Heads-up CRM data and document library keeps you informed without leaving Outlook, quickly set up meetings, review/take meeting notes, view history and reminders and much more. User adoption soars when people can arrange the interface to meet their personal preferences, both in the office and on their mobile devices. Insight into social interaction helps drive client relationships and referrals.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Founders, investors, sales professionals, and operators who want to manage and strengthen their professional relationships using an AI-powered inbox and personal CRM

Audience

Companies in need of an CRM solution

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Atrium
United States
www.atrium.me/

Company Information

UNAPEN
Founded: 1991
United States
unapen.com

Alternatives

Alternatives

Heads-up

Heads-up

WattsNet
AiEngage CRM

AiEngage CRM

AiTrillion
MomentumTRUST

MomentumTRUST

Momentum3

Categories

Categories

CRM

CRM Features

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Integrations

No info available.

Integrations

No info available.
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