A business inbox that reads for you
It reads your business email and your website's contact form, and sorts each message with AI: a new enquiry, a customer who needs help, an invoice, or spam. What matters comes first; the rest stays out of the way.
Answers new enquiries, with brakes
When a new enquiry comes in, Atrio can reply on its own to ask what the person needs, so nobody waits days for a first answer. Only to new enquiries, and always within the limits below.
A CRM that fills itself in
Contacts are created from the conversations, companies are grouped by email domain, and every deal moves through a pipeline in stages. Follow-up tasks appear on their own: a lead going cold, a message unanswered, a quote nobody replied to.
Quotes, invoices and payments
Quotes and invoices as PDFs, payments recorded against them and overdue invoices turned into a task. Recurring income from maintenance work is tracked apart, so you can see what comes in every month.
An agent you can talk to
Tell it “remind me to call Ana on Tuesday” and it creates the task. Ask about a customer and it looks at the whole history and suggests the next step, with a draft ready for you to review.
Reports that answer real questions
What you won each month, which services close and which don't, how deals actually move through the pipeline and where your customers come from.
On your iPhone and in the browser
A native iPhone app with notifications, and the full CRM in any web browser. The iPhone app is in private testing and not on the App Store yet.