PUBLIC DEMO • CORE v1.9.2No login required. Changes stay in this browser and never affect real customers or payments.
Agency Control CenterAtlas Local Marketing
View Sales Rep Portal ↗Preview Website ↗Demo Mode

ONBOARDING & SERVICE

See every customer from payment through active service.

The live portal ties onboarding, Google access and service lifecycle to the same customer record.

PD

Peachtree Dental Studio

Monica Reed

PaymentPaid
OnboardingComplete
GoogleConnected
ServiceActive
Next renewalNov 6
NM

North Metro Roofing

James Cole

PaymentPaid
OnboardingComplete
GoogleAccess Needed
ServiceSetup
Action neededGoogle access