ATLAS
CRM Hub Flow

Contact pipeline, call tracking, AI analysis, and Blueprint automations for contractors. The command center for every customer relationship.

1 Hub
2 Contact
3 Call
4 Blueprints
1 Contacts & Calls
2 Blueprints & Automation
1 CRM Dashboard
CRM Hub
Empty State
9:41
CRM Hub
Pipeline
Close Rate
Repeat
Response
Welcome to Your
Command Center
Every call, every lead, every deal — tracked and automated from one place.
Get Started
1
Activate Your CRM
Contacts from calls and forms automatically appear here
2
Set Up Your Phone
Get a tracking number so every call is logged and recorded
3
Make Your First Call
AI scores leads and suggests the best next action
How It Works
Calls come in → AI scores the lead → You close the deal. Blueprint automations handle follow-ups automatically.

CrmHub — contacts.length === 0

useQuery(api.calls.contacts.list), useQuery(api.calls.contacts.getStats)

Populated Hub
9:41
CRM Hub
Contacts
87
Close Rate
34%
Repeat %
22%
Response
1.2h
Search contacts, phone, email…
All (87) New (12) Contacted (23) Qualified (18) Proposal (8) Won (19) Lost (7)
Needs Attention
See All
MG
Maria Gonzalez
(330) 555-0182
New
3 calls Referral 2h ago
JW
James Wilson
(330) 555-0294
Qualified
5 calls Google Ads 2d ago
RC
Robert Chen
(216) 555-0347
Proposal
2 calls Thumbtack 5d ago

CrmHub — populated, pipeline filter + search

useQuery(api.calls.contacts.list), crmWidgets.getCustomerCount / getRepeatCustomerRate / getEstimateConversion / getResponseTime

Contact & Call Detail
Contact Detail
9:41
Contact
Maria Gonzalez
(330) 555-0182
maria.gonzalez@email.com
New
3
Calls
1
Notes
2
Reminders
Calls
Notes
Reminders
Inbound
Booked
Today 2:14 PM · 3:42
Scheduled furnace inspection for Thursday
Inbound
Info
Feb 22 10:30 AM · 2:18
Initial inquiry about AC replacement
Missed
No Answer
Feb 21 4:05 PM · 0:00

ContactDetail — tabbed layout (Calls / Notes / Reminders)

useQuery(api.calls.contacts.getById), useMutation(api.calls.contacts.update)

Call Detail
9:41
Call Detail
(330) 555-0182
Maria Gonzalez
Appointment Booked
Direction
Inbound
Date
Feb 24, 2026 · 2:14 PM
Duration
3:42
Contact
Maria Gonzalez
AI Analysis
Lead Score
8/10
Sentiment
Positive
Summary
Homeowner inquired about furnace inspection. Has intermittent heating in upstairs bedrooms. Booked for Thursday 2/27. Mentioned interest in seasonal maintenance plan.
Suggested Next Steps
1. Confirm Thursday appointment via SMS
2. Prepare seasonal maintenance plan quote
3. Follow up after inspection with upsell
Keywords
furnace inspection heating issues maintenance plan upstairs
Transcript
Full Transcript
Agent: Hi, this is Sarah from Midwest HVAC Pros. How can I help you today?
Caller: Hi, I need to get my furnace checked. The upstairs bedrooms aren’t getting warm…
...12 more turns

CallDetail — AI analysis with lead score, sentiment, keywords, next steps

useQuery(api.calls.queries.getById)

Blueprint Automations
Blueprint List
9:41
Blueprints
4
Active
312
Total Runs
47
This Week
Search blueprints…
All Active (4) Paused (2) Drafts (1)
New Lead Follow-Up
Active
Trigger: New Lead
89 runs
Last: 2h ago
Post-Job Review Request
Active
Trigger: Job Completed
134 runs
Last: 1d ago
Missed Call Recovery
Paused
Trigger: Call Missed
56 runs
Last: 3d ago
Unlock More Blueprints
Upgrade to Pro for unlimited automations, advanced triggers, and priority execution.
Seasonal Re-engagement
Draft
Trigger: Schedule
0 runs

BlueprintList — stats, search, filter, FAB to create, locked upsell state

useQuery(api.automations.queries.listAutomations), getContractorAutomationStats

Blueprint Detail
9:41
Blueprint
New Lead Follow-Up
Automatically nurtures new leads with email and SMS sequence
Active
89 Total Runs
92% Success
Last: 2h ago
Trigger
New Lead Created
Fires when a contact is added via call, form, or import
Steps
1. Send Email
Welcome email with service overview and booking link
2. Wait
Wait 4 hours
3. Send SMS
Follow-up text with direct scheduling link
4. Condition
If no response after 24h → continue
5. Voice Call
AI agent calls lead with personalized pitch
Recent Runs
2h ago
Maria Gonzalez
Completed
5h ago
James Wilson
Completed
1d ago
Robert Chen
Step 4
1d ago
Unknown (330...)
Failed

BlueprintDetail — info card, trigger, numbered steps, run history timeline

useQuery(api.automations.queries.getAutomation), RunTimeline component

Builder & Templates
Blueprint Builder
9:41
New Blueprint
Save
Blueprint Name
Bid Accepted Celebration
Trigger
Bid Accepted
Fires when a poster accepts a contractor’s bid
Steps
Send Email
Subject: “You’re booked! Here’s what’s next”
Wait
Wait 1 day
Send SMS
“Looking forward to your project! Questions? Reply here.”

BlueprintBuilder — trigger picker, step cards with connectors

useMutation(api.automations.mutations.create), StepEditor, TriggerPicker

Templates Gallery
9:41
Templates
All Lead Nurture Reviews Sales Scheduling Re-engage
Lead Nurture
New Lead Welcome Sequence
Email + SMS + voice call over 48 hours. Converts leads while they’re warm.
5 steps
Reviews
Post-Job Review Request
Waits 24h after job completion, sends review link via email and SMS.
3 steps
Sales
Quote Follow-Up Drip
3-touch sequence after sending a quote. Increases close rate by 40%.
6 steps
Scheduling
Appointment Reminder
SMS reminder 24h and 1h before scheduled appointment. Reduces no-shows.
4 steps

TemplateGallery — category filters, step icons, clone action

useQuery(api.automations.queries.listTemplates), TemplateCard component

Automation Billing & Filters
Automation Billing
9:41
Automation Billing
This Month
Actions used 1,247 / 5,000
Cost $12.47
Per-Action Pricing
Email $0.005/action
SMS $0.02/action
Voice call $0.15/action
CRM update $0.001/action
Calendar $0.003/action

AutomationBilling — usage meter, per-action pricing, upgrade CTA

useQuery(api.automations.queries.getBillingUsage), Stripe upgrade flow

Template Gallery Enhanced
9:41
Blueprint Templates
All New Lead Bid Won Payment Appointment Follow-Up Onboarding Review Referral Seasonal Custom
Lead Nurture
Welcome Sequence
5-step onboarding flow via email and SMS. Converts new leads within the first 48 hours.
5 steps
Sales
Bid Follow-Up
3-step email drip after submitting a bid. Keeps you top of mind while the homeowner decides.
3 steps
Reviews
Post-Job Review
4-step sequence via email and push notification. Requests a review after job completion.
4 steps

TemplateGalleryEnhanced — 11 trigger-type filter pills, “Use Template” CTA

useQuery(api.automations.queries.listTemplates), triggerType filter param

Status Filters
9:41
Automations
All (12) Active (7) Paused (3) Drafts (2)
New Lead Welcome
Active
234 runs
Quarterly Check-in
Paused
89 runs
Holiday Promo
Draft
0 runs

StatusFilters — status chip filters, per-card actions (Pause/Resume/Edit)

useQuery(api.automations.queries.listAutomations, { status }), useMutation(api.automations.mutations.updateStatus)

Data Architecture
Schema Tables
contacts (calls module) — pipeline CRM
phoneNumber, name, email, status (new/contacted/qualified/proposal_sent/won/lost), source, totalCalls, customFields, isVip

callLogs — call records
direction, status, duration, recording, transcription, analysis (summary + leadScore), contactId

contactNotes / followUpReminders
Per-contact notes and scheduled reminders

automations — blueprints
trigger, steps[], status, tier, totalRuns

automationRuns — execution history
status (running/completed/failed), currentStep, stepResults[], costCents
Hooks & Queries
calls.contacts.list — pipeline list
calls.contacts.getById — detail + related
calls.contacts.getStats — counts
calls.contacts.update — advance stage
calls.contacts.addNote
calls.queries.getById — call detail

crmWidgets — 4 metric queries
getCustomerCount, getRepeatCustomerRate, getEstimateConversion, getResponseTime

automations.queries
listAutomations, getContractorAutomationStats, listTemplates
Step Types (Blueprint Engine)
email · sms · voice_call · wait · condition · crm_sync · calendar · job · tag · assign_team · contact · webhook
Contacts & Calls
Contacts & Calls
9:41
Contacts & Calls
Recent Contacts
1,247
Contacts
342
Active
89%
Reach Rate
24
Blueprints
Recent Contacts
Sarah Johnson
Homeowner — Akron, OH
Hot
Mike Davis
Homeowner — Canton, OH
Warm
Lisa Chen
Homeowner — Cleveland, OH
New
Blueprints & Automation
Blueprints & Automation
9:41
Blueprints & Automation
Details
Title
New Lead Follow-Up Sequence
Description
3-step email drip for leads who requested a quote but haven't booked.
Configuration
Auto-Tag New Leads
Duplicate Detection
Preview
Pipeline Overview
Deal stages from initial contact through signed contract with value tracking.
Performance
72%
Win Rate
+9%
MoM
$42K
Pipeline
CRM Dashboard
CRM Dashboard
https://app.3bids.io/contractor/crm
3Bids
Main
Contacts ⌘1
Calls ⌘2
Blueprints ⌘3
Templates ⌘4
Analytics ⌘5
MK
Mike Kowalski
Contractor
Settings ⌘,

CRM Dashboard

4,281
Total Contacts
847
Active Leads
92%
Reach Rate
$142K
Pipeline Value
Recent Activity
Sarah Johnson
Homeowner — Akron, OH
Mike Davis
Homeowner — Canton, OH
Lisa Chen
Homeowner — Cleveland, OH
Performance