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CRM & Sales Use Cases – Build, Own & Automate Your Sales Platforms with AT/20

Rethink CRM: Stop Renting, Start Owning

Traditional CRMs often come with hefty license fees, rigid features, and vendor lock-in that limit how sales teams operate. Businesses end up paying for functionalities they don’t use, while struggling to adapt workflows to their unique sales processes.
With AT/20, you can build a custom CRM and sales platform that perfectly matches your business needs — no recurring SaaS fees, no compromises, and full data ownership.
Contact Us Today
to start building your sales platform at 90% less than SaaS costs.

Use Cases for CRM & Sales Teams

Lead Management Tailored to Your Workflow

Stop trying to fit your sales process into someone else’s CRM. With AT/20, you can:
  • Capture leads automatically from web forms, campaigns, and integrations.
  • Qualify and prioritize leads using custom scoring rules.
  • Route leads to the right sales reps automatically.
Build a lead funnel that reflects how your team sells, not how a SaaS CRM forces you to.

Deal Tracking & Pipeline Management

Visualize your sales pipeline in a way that works for your business:
  • Custom deal stages to match your sales cycle.
  • Drag-and-drop dashboards for opportunities.
  • Automated follow-up reminders to reduce drop-offs.
  • AI-driven forecasting for accurate revenue predictions.
With AT/20, your pipeline evolves with your business — no restrictions, no hidden upgrades.

Automated Sales Workflows

Reduce repetitive manual tasks that slow down your team. AT/20 lets you:
  • Automate follow-up emails and reminders.
  • Trigger actions when deals move across stages.
  • Generate contracts, proposals, or invoices automatically.
  • Set alerts for stalled opportunities or big-ticket deals.
Free your sales team from admin work so they can focus on closing.

Advanced Sales Analytics & Reporting

Generic CRM reports rarely give you the insights you need. With AT/20, you can build:
  • Custom dashboards showing conversion rates, win/loss ratios, and sales velocity.
  • Forecasting tools to predict revenue and sales cycles.
  • Performance reports to track individual and team KPIs.
  • Campaign ROI dashboards to measure marketing-to-sales effectiveness.
With full data ownership, you can customize every report without vendor restrictions.

Advanced Sales Analytics & Reporting

Generic CRM reports rarely give you the insights you need. With AT/20, you can build:

  • Custom dashboards showing conversion rates, win/loss ratios, and sales velocity.
  • Forecasting tools to predict revenue and sales cycles.
  • Performance reports to track individual and team KPIs.
  • Campaign ROI dashboards to measure marketing-to-sales effectiveness.
With full data ownership, you can customize every report without vendor restrictions.

Data Security & Complianc

Sales teams in regulated industries (finance, healthcare, B2B tech) need more than SaaS security promises. With AT/20:

  • You own and control all customer data.
  • Compliance workflows can be built directly into the CRM.
  • No vendor dependency means no risk of third-party data leaks.

Benefits of AT/20 CRM & Sales Platforms

Build exactly what you need:

Own Your CRM Forever

No recurring licenses.

Custom Fit

Tailor every feature to your workflow.

Scale As You Grow

Add features and automation over time.

Cost Savings

Reduce SaaS spend by up to 90%.

Expert Support

We handle the last 20% of complexity.

Schedule a Call
to explore how AT/20 transforms sales operations.

Comparison: AT/20 vs Traditional SaaS Platforms

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  • Ownership of Platform
  • Recurring License Fees
  • Lead & Deal
    Customization
  • Automation Workflows
  • Reporting & Analytics
  • Integration Flexibility
  • Deployment Speed
  • Cost Savings
  • Expert Support

AT/20

  • 100% yours
  • None
  • Fully customizable
  • Build any workflow
  • Custom dashboards & KPIs
  • Works with any stack
 (APIs, frameworks)
  • Days to launch
  • Save up to 50%
  • Included

Traditional SaaS

  • Vendor-owned
  • High recurring costs
  • Limited to templates
  • Extra cost / limited
  • Pre-set templates
  • Limited
  • Weeks–Months
  • Expensive
  • Paid add-ons

Custom In-House Dev

  • Yours
  • High salaries & infra
  • Custom, but slow
  • Flexible, but resource-heavy
  • Custom, time-intensive
  • Complex integrations
  • Months–Years
  • High ongoing costs
  • Internal-only

Who Benefits from AT/20?

Build exactly what you need:

Startups

Launch MVPs without backend complexity.

Enterprises

Deploy secure, scalable AI workflows across departments.

Data Scientists

Deploy models without DevOps dependencies.

Business Teams

Build tools that fit your exact workflows, not someone else’s.

Future-Proof Your Sales Operations

With AT/20, sales teams are no longer locked into expensive, rigid SaaS CRMs.
You get a flexible, owned CRM platform that evolves as your business grows — at a fraction of the cost.
Contact Us Now
to build a CRM that actually works for your team.