Jira Data Center 8.0.0 - 8.3.5
Contacts & Companies
Organize information in one place
Connect Jira tickets with your Customers
Store your CRM records right inside Jira and see all issues related to specific company and contact. Transform issues to deals.
Cloud version is limited, some features are into development process.
Organize your Customers' or any information in multiple types —including String, Numbers, List, Table List, and split them into different Tabs to make it more structured.
From the issue, you can directly add reporters into the existing Company or create a new one.
You can search for issues with specific Companies by the JQL.
People & Companies
Money Inside
Reports
Store your CRM records right inside Jira and see all issues related to specific company and contact. Transform issues to deals.
Add incomes and expenses to every deal. Check plan and fact transaction and your profit of course.
Use special reports and gadgets to control your metrics by clients, services and more.
People & Companies
Money Inside
Reports
Store your CRM records right inside Jira and see all issues related to specific company and contact. Transform issues to deals.
Add incomes and expenses to every deal. Check plan and fact transaction and your profit of course.
Use special reports and gadgets to control your metrics by clients, services and more.
More details
CRM for Jira add-on built by Teamlead, Atlassian Gold Solution Partner.
Key highlights:
- You can create a directory of contacts, companies, and any custom type. Companies will be available in a custom field and a web-pannel.
- Keep all essential information about your customers, users, assets in one place.
- Customize how your contacts and companies will be displayed.
- Cloud version is limited, some features are in the development process. Check our Roadmap.
Try out Calendar for Jira to plan meetings and sales activities with your clients.
Need more? Please, contact us using our feedback form.
More details
CRM for Jira add-on built by Teamlead, Atlassian Gold Solution Partner.
Key highlights:
Fully customizable directories of contacts, companies, transactions and products.
Mechanism that prevents creating doubled records
API that allows you to integrate CRM for Jira add-on with external CRM or BI systems.
Create an issue from any comment whether it is a new deal or technical question
Set permissions for access to specific company issues only for people from this company
Integrate with Help Desk for Jira to manage Service Level Agreements (SLA) with your clients
Integrate with Calendar for Jira to plan meetings and sales activities with your clients
Our team is ready to customize CRM for Jira in accordance with your requirements
Ready to get closer with CRM for Jira – request online presentation with our expert.
More details
CRM for Jira add-on built by Teamlead, Atlassian Gold Solution Partner.
Key highlights:
Fully customizable directories of contacts, companies, transactions and products.
Mechanism that prevents creating doubled records
API that allows you to integrate CRM for Jira add-on with external CRM or BI systems.
Create an issue from any comment whether it is a new deal or technical question
Set permissions for access to specific company issues only for people from this company
Integrate with Help Desk for Jira to manage Service Level Agreements (SLA) with your clients
Integrate with Calendar for Jira to plan meetings and sales activities with your clients
Our team is ready to customize CRM for Jira in accordance with your requirements
Ready to get closer with CRM for Jira – request online presentation with our expert.
Reviews for cloud
(73)Sign in to write a review
Hi Levent,
We are really happy that you use our app and that you find it useful. We always do our best to make it better with every version, so we appreciate that you share your ides and needs with us. It will be great if you contact us on our Customer Portal, so we can discuss what exactly you need and how we can implement it.
Kind Regards,
Teamlead team
Hi Marc!
We are really sorry, that our plugin didn't meet your needs. We will appreciate if you give us an information, which features you expected to see and use, so we can make our product better. Could you please create a ticket on our Customer Portal so we can discuss this?
Best Regards,
Teamlead team
Thank you for your feedback! We are sorry that you had some issues with our addon. For now, sync up to 1000 users works in an appropriate way.
Dear Paul,
Thank you for your feedback. We are working on new features for Cloud version but for now, the number of features far from Server version. We will very appreciate for you if you send us information about core features for you. Please use Feedback form on our site: https://www.teamlead.ru/display/EN/Contact+Us
Stay tuned.
Reviews for server
(73)Sign in to write a review
Dear Nikolas,
CRM for Jira is compatible with Jira Software, Jira Service Desk and Jira Core as well.
Hi, Santiago. Yes, CRM for Cloud is much poorer in functionality than CRM for Server currently, we work hard on it.
You may send us your suggestions about CRM for Cloud. What would you want to see there most?
Hi Thomas Horna, thank you for your review, we are happy to hear that our add-on can help you! We can try to work on German Localization, but we need a bit more information about your needs, can you please use our form to create a ticket in our JIRA, so we can contact with you about your needs
Dear Nick,
Sorry for inconvenience. Please contact our support team to solve this problem.
Reviews for Data Center
(73)Sign in to write a reviewHi, Santiago. Yes, CRM for Cloud is much poorer in functionality than CRM for Server currently, we work hard on it.
You may send us your suggestions about CRM for Cloud. What would you want to see there most?
Hi Thomas Horna, thank you for your review, we are happy to hear that our add-on can help you! We can try to work on German Localization, but we need a bit more information about your needs, can you please use our form to create a ticket in our JIRA, so we can contact with you about your needs
Dear Nick,
Sorry for inconvenience. Please contact our support team to solve this problem.
Hi, Mattew.
We're sorry for your unsuccessful experience. It would be helpful for us to know exactly the problem. In case you have time, please, write to our support team.
Cloud Pricing
Server Pricing
Data Center Pricing
| 10 users$10 | 25 users$160 | 50 users$300 | 100 users$550 | 250 users$1,100 | 500 & upAdditional pricing details |
| 50 users$500/year | 100 users$1,000/year | 250 users$1,500/year | 500 users$2,000/year | 750 users$2,100/year | 1000 & upAdditional pricing details |
Pricing FAQ
- How does cloud app pricing work?
Cloud apps are sold as a monthly or annual subscription. You are eligible for support and automatic version updates as long as your subscription is active.
When your subscription renews each month, you are automatically billed for apps based on the number of users in your instance.
If app pricing changes after your initial purchase, there's a 60-day grandfathering period during which you can renew based on the old pricing.
- How do I determine my cloud pricing?
Apps are billed based on the number of users in your Atlassian product. Jira Cloud apps are priced based on the maximum users of the Jira products on your instance. For example, if you have Jira Software (50 users) and Jira Service Desk (10 agents) on the same instance, you pay the 50-user price for apps.Note: While this app has features specific to Jira Service Desk, the app is technically available across the whole Jira instance. Therefore the above guidelines for licensing across maximum users still apply.
The pricing structure for cloud apps is as follows:
- Monthly subscriptions with up to 10 Atlassian product users are billed at a flat rate price.
- Monthly subscriptions with more than 10 users are billed per user, starting at the first user.
- Monthly subscriptions with more than 100 users are billed per user. The table above provides example pricing at various user levels.
Annual subscriptions may offer a discount depending on the number of users purchased.
- Do you offer academic, community, or open-source licenses for cloud apps?
Academic, community and open source licenses are not available for cloud apps.
- Can I extend my free trial?
For cloud apps, you cannot extend your free evaluation period. All cloud apps are immediately subscribed by a user, and we provide a free evaluation period. This is a minimum of 30 days and ends on the second billing cycle after you first subscribe to the app.
Pricing FAQ
- How does server app pricing work?
Server products and apps are hosted on your servers. This app is sold as a perpetual license, and the purchase price includes 12 months of maintenance (support and version updates).
You can renew maintenance after 12 months at 50% of the current purchase price. You can upgrade the tier of your Atlassian product and app licenses at any time. Upgrade prices are calculated based on Atlassian's formula (view example).
If app pricing changes after your initial purchase, there's a 60-day grandfathering period during which you can renew based on the old pricing.
- How do I determine my server pricing?
Apps are billed based on the number of users in your Atlassian product. For Jira 7.0 or later, the app tier should match the maximum tier of the licensed Jira products on your instance. For example, if you're running Jira Software (500 users) and Jira Service Desk (25 agents) on the same instance, you should purchase the 500-user tier for apps. For versions of Jira prior to 7.0, the app tier should match the licensed user tier for Jira. Even if fewer users want to use the app than your Jira license, the two licenses should match exactly. Note: While this app has features specific to Jira Service Desk, the app is technically available across the whole Jira instance. Therefore the above guidelines for the license tier still apply.
- Can I install this app in a Data Center product?
Yes, this app has a Data Center approved version. If you're using a Data Center product, you should install the Data Center version of the app.
- What type of license do I need if I'm using this app in a Data Center product?
Because this app has a Data Center approved version, you should purchase a Data Center license for the app.
If you already own a server license for this app, you can continue using the server license in your Data Center product for a limited period of time.
- Do you offer academic, community, or open-source licenses for server apps?
For server apps, academic licenses are available at a 50% discount if you have an academic license for your Atlassian product.
Community and open-source licenses are available for server apps. Learn more about community and open source licenses.
- Can I extend my free trial?
For server apps, you can extend your app trial up to 5 times - in other words, for up to six months. Extend your trial by generating a new evaluation license key from Atlassian Marketplace. Click Try it free and you'll be directed to generate a new license. Paste this license key into the app listing in UPM from your Atlassian product, and you're all set.
- How can I buy apps for my legacy Jira Server or Confluence Server license?
If you own a legacy Jira Server Unlimited (100+ users) or Confluence Server Unlimited (2000+ users) license purchased in 2012 or earlier, legacy app pricing is no longer available. You have two options for app purchasing:
- Purchase the app at the non-legacy Unlimited (10000+ users) tier.
- Renew your Jira or Confluence license at a non-legacy tier, then purchase the app at the same tier.
Pricing FAQ
- How does Data Center app pricing work?
Data Center apps are sold as an annual subscription. You are eligible for support and version updates as long as your subscription is active.
If app pricing changes after your initial purchase, there's a 60-day grandfathering period during which you can renew based on the old pricing.
- How do I determine my Data Center pricing?
Apps are billed based on the number of users in your Atlassian product. For Jira 7.0 or later, the app tier should match the maximum tier of the licensed Jira products on your instance. For example, if you're running Jira Software (500 users) and Jira Service Desk (25 agents) on the same instance, you should purchase the 500-user tier for apps. For versions of Jira prior to 7.0, the app tier should match the licensed user tier for Jira. Even if fewer users want to use the app than your Jira license, the two licenses should match exactly. Note: While this app has features specific to Jira Service Desk, the app is technically available across the whole Jira instance. Therefore the above guidelines for the license tier still apply.
- Can I install this app in a Data Center product?
Yes, this app has a Data Center approved version. If you're using a Data Center product, you should install the Data Center version of the app.
- What type of license do I need if I'm using this app in a Data Center product?
Because this app has a Data Center approved version, you should purchase a Data Center license for the app.
If you already own a server license for this app, you can continue using the server license in your Data Center product for a limited period of time.
- Do you offer academic, community, or open-source licenses for Data Center apps?
For Data Center apps, academic licenses are available at a 50% discount if you have an academic license for your Atlassian product.
Community and open-source licenses are not available for Data Center apps. Learn more about community and open source licenses.
- Can I extend my free trial?
For Data Center apps, you can extend your app trial up to 5 times - in other words, for up to six months. Extend your trial by generating a new evaluation license key from Atlassian Marketplace. Click Try it free and you'll be directed to generate a new license. Paste this license key into the app listing in UPM from your Atlassian product, and you're all set.
Teamlead is a Top Vendor, committed to providing support for their apps at least 8 hours a day, 5 days a week.
Teamlead is a Top Vendor, committed to providing support for their apps at least 8 hours a day, 5 days a week.
Teamlead is a Top Vendor, committed to providing support for their apps at least 8 hours a day, 5 days a week.
Vendor support resources
Find out how this app works.
Collaborative documentation platform hosted by this vendor.
Atlassian-hosted discussions connect you to other customers who use this app.
Vendor support resources
Find out how this app works.
Collaborative documentation platform hosted by this vendor.
Atlassian-hosted discussions connect you to other customers who use this app.
Vendor support resources
Find out how this app works.
Collaborative documentation platform hosted by this vendor.
Atlassian-hosted discussions connect you to other customers who use this app.
Versions
Jira Cloud • Released 2020-04-24
Summary
New features and Bug fixes
Details
Versions
Version 1.14.2 • Jira Server 8.4.0 - 8.9.0 • Released 2020-06-05
Summary
Bugfixes
Details
- Value of "CRM Multiple Custom Directory" field can be edited on the view issue screen now.
- Transactions: the 'Company' filters bug was fixed
- Transactions: date fields were aligned with the global date format
- CRM doesn't affect Look&Feel section in Jira administration anymore.
- Values of "Related projects" fields in Companies directory are clickable now.
- Companies quick search (Shift + C) works more flexible now.
- "CRM custom directory" field's values search was improved.
- Options of "List of values" fields can be renamed and sorted manually in CRM administration now.
- Status Names in Transactions administration section are in English by default now.
Versions
Version 1.14.2 • Jira Data Center 8.4.0 - 8.9.0 • Released 2020-06-05
Summary
Bugfixes
Details
- Value of "CRM Multiple Custom Directory" field can be edited on the view issue screen now.
- Transactions: the 'Company' filters bug was fixed
- Transactions: date fields were aligned with the global date format
- CRM doesn't affect Look&Feel section in Jira administration anymore.
- Values of "Related projects" fields in Companies directory are clickable now.
- Companies quick search (Shift + C) works more flexible now.
- "CRM custom directory" field's values search was improved.
- Options of "List of values" fields can be renamed and sorted manually in CRM administration now.
- Status Names in Transactions administration section are in English by default now.
Installation
- Log into your Jira instance as an admin.
- Click the admin dropdown and choose Atlassian Marketplace. The Manage add-ons screen loads.
- Click Find new apps or Find new add-ons from the left-hand side of the page.
- Locate CRM for Jira - Customers & Sales via search. The appropriate app version appears in the search results.
- Click Try free to begin a new trial or Buy now to purchase a license for CRM for Jira - Customers & Sales. You're prompted to log into MyAtlassian. CRM for Jira - Customers & Sales begins to download.
- Enter your information and click Generate license when redirected to MyAtlassian.
- Click Apply license. If you're using an older version of UPM, you can copy and paste the license into your Jira instance.
To find older CRM for Jira - Customers & Sales versions compatible with your instance, you can look through our version history page.
- Log into your Jira instance as an admin.
- Click the admin dropdown and choose Add-ons. The Find new apps or Find new add-ons screen loads.
- Locate CRM for Jira - Customers & Sales.
- Click Free trial to download and install your app.
- You're all set! Click Close in the Installed and ready to go dialog.
- Log into your Jira instance as an admin.
- Click the admin dropdown and choose Atlassian Marketplace. The Manage add-ons screen loads.
- Click Find new apps or Find new add-ons from the left-hand side of the page.
- Locate CRM for Jira - Customers & Sales via search. The appropriate app version appears in the search results.
- Click Try free to begin a new trial or Buy now to purchase a license for CRM for Jira - Customers & Sales. You're prompted to log into MyAtlassian. CRM for Jira - Customers & Sales begins to download.
- Enter your information and click Generate license when redirected to MyAtlassian.
- Click Apply license. If you're using an older version of UPM, you can copy and paste the license into your Jira instance.
To find older CRM for Jira - Customers & Sales versions compatible with your instance, you can look through our version history page.
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