CRM for Jira (Customers & Sales)

by TeamleadGold Marketplace Partner
for Jira Cloud, Jira Server 9.0.0 - 9.12.14, Jira Data Center 8.20.0 - 9.16.1 and more
886 installs
  • Supported
  • Jira Service Management
  • Jira

Make customer support in Jira more efficient: store and access info, link customer data with Jira tasks

YouTube's thumbnail image for the video.

Store any clients data

Keep any info about Contacts and Companies to win your deals. The Contacts directory is filled automatically when a customer creates a request using JSM. You can add the data and link the directories manually as well.

Customers’ contacts are right in issue

The power of a contact management system is in Jira. Observe data about the Contacts and Companies directories, and change them right in issues.

Visualize your sales

Use gadgets to demonstrate reports on the dashboard. Visualize deals you have and their status. Check which manager has the most wins. Analyze the reasons for "lost"s to change your strategy. Get the report in real-time.

More details

🔝 Check the latest release notes and roadmap.

👉 Get a free demo

This app allows users to store information about customers and to track sales in Jira.

Key highlights:

  • Get directories of contacts, companies and create custom directories (i.e. assets, products) to store additional information. Interlink them to mirror the structure of your data.
  • Use Jira issues for tracking sales with some extra sales functionality provided.
  • Link issues with CRM information in a manual way or, in case of communicating with customers directly in Jira, – automatically.
  • Easily import your data from CSV file to fullfill the directories using our master import.
  • Export data from the Companies and Contacts lists.

Try out Calendar for Jira to plan meetings and sales activities with your clients.

Create Reminders to never forget planned communication with a customer.

đź’ˇ Seeking a particular feature? Contact us via support@teamlead.one

Privacy and security

Privacy policy

Atlassian's privacy policy is not applicable to the use of this app. Please refer to the privacy policy provided by this app's partner.

Partner privacy policy

Resources

Integration Details

CRM for Jira (Customers & Sales) integrates with your Atlassian product. This remote service can:

  • View email addresses of users
  • Act on a user's behalf, even when the user is offline
  • Administer the host application
  • Delete data from the host application

Gallery

Configure companies and contacts directories, add attributes of different types.