Every Discovery, On Track.
OnTrack Atlas guides your reps through customer discovery one step at a time, measures customer samples from a photo, and sends every review to your experts for approval. You get a complete, accurate picture before anything is quoted.
Customized to your products and process. Works on laptops, tablets and phones, online or off.
Northwind Mutual · Review SavedApplications
Every job the customer runs today, one at a time.
Discovery Shouldn't Live in a PDF
Fillable forms, notes and phone photos get scattered across inboxes. Details go missing, specs get guessed, and engineering finds out after the order is signed.
Without a Guided Process
- Each rep asks different questions, and skips different ones
- Customer samples are described, not measured
- Reviews are emailed around with no record of who approved what
- Updating the questionnaire means re-sending files to everyone
With OnTrack Atlas
- Every rep follows the same guided steps, with required details enforced
- Samples are measured from a photo and tied to the jobs they belong to
- Experts approve and lock reviews, with the history kept
- Publish a new version once and every rep gets it automatically
From First Meeting to Approved Review
One route, four stops. Reps always know what's next, and managers always know where each opportunity stands.
- 1
Discover
A guided review walks the rep through the customer, their current process and every job they run.
- 2
Capture Samples
Photograph a customer sample. OnTrack Atlas finds it, measures it and links it to the right jobs.
- 3
Review
Send it to a service manager or solutions engineer, who checks it, adjusts it and approves it.
- 4
Recommend
Hand off a complete, approved summary the whole team trusts, ready for configuration and quoting.
Measure Samples From a Photo
Lay the customer's sample on the table and take a picture. OnTrack Atlas finds its edges and measures it, so your team works from real dimensions instead of guesses.
- Finds the sample automatically, with progress shown while it works
- Measures size, flap and throat, and checks them against your equipment limits
- Reps can fine-tune any point; approvers can compare the rep's placement with their own
- Each sample is linked to the applications it belongs to and appears in the review summary
Your Experts Sign Off Before You Quote
Reps send a review to a service manager in one tap, along with its samples. Managers review it, make changes that flow back to the rep, and approve it when it's right.
- Approving a review locks its samples and measurements for everyone
- Only managers can unlock an approved item, which also clears the approval
- The rep sees who approved it and when, and can still export and print
- The lock is enforced on the server, not just on the screen
Everything a Pre-Sales Team Needs
Built for reps in the field, the experts behind them and the admins who run the program.
Guided Reviews
Step-by-step discovery with progress, required fields and a clean summary at the end.
Photo Measurement
Measure customer samples from a picture, with automatic detection and adjustable points.
Approvals and Locking
Managers approve reviews and lock their samples. Changes after approval need a manager.
One Dashboard
Every review and sample in one list, with status, customer and what's waiting on whom.
Works Offline
Keep working with no signal. Everything saves on the device and syncs when you're back online.
Any Device
Runs in the browser on laptops, tablets and phones, and installs to the Home Screen like an app.
Share With Experts
Send a review and its samples to service managers. Their changes go straight back to the rep.
Export and Print
Print a polished summary, or export encrypted files for backup and hand-off.
Admin Controls
Add reps, choose which tools each one sees, set their defaults and manage storage.
Your Products. Your Questions. Your Process.
OnTrack Atlas isn't a generic form builder. Each module is tailored to the products you sell and the way your experts evaluate a fit, then published to your team in one step.
- Discovery reviews shaped around your product lines and qualification criteria
- Sample measurements checked against your equipment's real limits
- Turn each module on or off per rep, and roll out new versions when you're ready
- Publish an update once; every rep's app picks it up automatically, with older versions kept for rollback
Customer Details Stay Private
Pre-sales work is full of customer information. OnTrack Atlas encrypts it everywhere it's stored.
Encrypted on the Server
Reviews, samples and photos are stored with AES-256 encryption, including customer names in lists.
Encrypted on the Device
Work saved for offline use is encrypted in the browser and unlocked only after sign-in.
Invite-Only Access
Admins create every account. Managers see what's sent to them; reps see their own work.
Global Infrastructure
Hosted on Cloudflare's global network, with exports protected by the rep's password.
Built for Teams That Sell Complex Solutions
If getting the details right before the quote matters, OnTrack Atlas fits. It started with mailing and document-finishing equipment and is growing to cover the full pre-sales process for hardware and software.
See OnTrack Atlas With Your Own Process
Tell us what you sell and how your team runs discovery today. We'll show you how it would look in OnTrack Atlas.