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Velora Marketing + Atlas CRM

Native bidirectional sync with the Velora-built broker CRM.

Atlas is Velora's own broker CRM — built broker-first, with primitives for enrolled lives, carrier appointments, renewal months, and producer book scoping that generic CRMs don't model.

When you run Velora Marketing on top of Atlas, every send, reply, voice transcript, and AI-classified intent writes into the contact and deal records natively. There's no field-mapping wizard because the schema is shared. Activity and ownership are source-of-truth in Atlas; sequence state and reply intelligence are source-of-truth in Velora Marketing.

Data flow

What moves between Velora and Atlas CRM.

Velora sends to Atlas CRM
  • Email/SMS/voice/voicemail/LinkedIn activities
  • Reply transcripts + AI intent classes
  • Booked meetings + suggested next steps
Velora receives from Atlas CRM
  • Contact + company + deal records
  • Producer ownership + license + appointment matrix
  • Renewal date + carrier + lives
Setup

How to connect.

If you're on Atlas, the integration is on by default — no setup required. The same agency tenant powers both products.