Bodic Atlas
Your management company's memory and project steering, at the heart of the CRM. Your business processes, internal projects and meetings live in the same place as your funds, investors and opportunities. No more forgotten wiki or tracking spreadsheet: Atlas links what you know how to do with what you are doing.
Document your processes, and keep them up to date
LP onboarding, capital calls, valuation, compliance, tools: every process has its page, filed by family.
- Clear pages: text, tables, callouts, images and attachments, with an automatic table of contents.
- An owner for every page: each page has an owner. A colleague can request an update in one click, and a task is immediately assigned to the owner.
- A review status: up to date, to review, draft or archived. A page can switch back to "to review" automatically on the date you set.
- A version history: every change is kept, and an earlier version can be restored.
From process to project, in one click
This is what sets Atlas apart from a wiki: the page describing how to do it becomes the project that does it, with no re-entry and without losing the link to its origin.
You document the process
The page describes the steps, the people in charge and the points to watch.
You launch the project
The process steps become phases or tasks, which you adjust before confirming. The project keeps its link to the process it came from, and the page shows how many projects it has spawned.
You capture the learning
When the project closes, Atlas invites the process owner to fold in what was learned along the way.
Steer your internal projects
Raising a new fund, switching tools, a regulatory programme: every project has its record.
- A visual plan: phases and milestones on a timeline, with each phase's progress.
- Tasks that don't get lost: project tasks are CRM activities, so they appear in the activities of the person they are assigned to, with their due dates and delays.
- A single calendar: milestones, due dates and meetings on one chronological view.
- Budget tracking: budget, committed amounts and remaining amounts, visible only to authorised people.
- An overview: the project list shows progress, the current phase, the next milestone and overdue tasks.
Every project has its team
Add the colleagues who work on a project, and choose each one's access level.
Editor
Moves the project forward.
Reader
Follows the project without changing it.
Visible to its team
A project is visible only to its team. Managers who need an overview can see every project.
One person per task
Each task is assigned to a specific person, who joins the team if not already in it. External providers and advisers also appear in the team, without CRM access.
Track, approve, prioritise
Atlas's latest features, to keep several projects on schedule at once.
Approved tasks
The assignee marks the task as done, then the project owner approves it or sends it back.
Discussion on every task
A comment thread for each task.
A plan of all your projects
Every project on one filterable view, to set priorities.
Everyone's workload
An estimate in days or hours for each task, and each person's workload week by week.
Meetings that produce decisions
Prepare the agenda, write the minutes on the project record, then turn each decision into an assigned task. Minutes useful beyond the project can be published as a documentation page.
With Bodic Meeting, an assistant joins your video calls, writes the minutes and suggests next steps to turn into tasks.
Everything is linked to your CRM
That's the difference from a generic project management tool: Atlas knows your accounts, funds and opportunities.
Links both ways
A page or project links to an account, contact, fund or opportunity, and the CRM record in turn shows the documentation and projects concerning it.
Processes that apply to a whole type
A process can apply to every fund, and then appears on each of them.
One single search
Pages and projects are found through the CRM's global search, alongside your contacts and funds.
Discuss where the topic lives
Not one more messaging tool: comments anchored to a page, a project or a record.
Mention a colleague
With @, they are notified, and one click takes them to the right place.
Turn a comment into a task
Assigned, without retyping anything.
Connected to the whole Bodic platform
Atlas builds on your existing data and enriches it with what your team knows.
Bodic CRM 360°
Project tasks are CRM activities, visible in each relationship's timeline. Explore Bodic CRM 360°
Bodic Meeting
An assistant writes the minutes of your video calls and suggests the tasks that follow from them. Explore Bodic Meeting
Bodic Capture
Captured emails and project tasks line up in the same activity timeline. Explore Bodic Capture
Bodic LP Pipeline
A fundraise is run as a project, linked to the LP opportunities. Explore Bodic LP Pipeline
Bodic Deal Flow
Pages and projects link to the Deal Flow's transactions. Explore Bodic Deal Flow
Bodic Data Room
Reference documents stay in the Data Room, with its fine-grained rights. Explore Bodic Data Room
What our clients ask us
How is this different from Notion or Confluence?
A general-purpose wiki knows nothing about your data. In Atlas, a page attaches to a fund or an account, a project links to the opportunities it concerns, and a task is an activity in your CRM. Documentation stops being a folder on the side and becomes a layer of your information system.
How do I know a process is still valid?
Each page carries a status — up to date, to review, draft or archived — and an owner. It switches back to "to review" automatically on the date you set, and any colleague can request an update in one click.
Who sees which projects?
A project is visible only to its team, where each person is an editor or a reader. Managers who need an overview see every project. External contributors appear in the team without CRM access.
Can we follow several projects without opening every task?
Yes. The project list shows progress, the current phase, the next milestone and overdue tasks. The planning view brings every project together in one filterable view, and each person's workload reads week by week.
Where is this data hosted?
In France, like the rest of the Bodic platform, on Clever Cloud infrastructure.
See Atlas in action, on your own processes
In 30 minutes, let's look at how your procedures, notes and projects can stop living beside your CRM.