Jira Data Center 8.0.0 - 8.3.5
Store customer information
Define a company by reporter or manually
Get various sales reports
The app provides special sections to keep structured information about your customers: Companies (organizations) and Contacts (particular persons). You can use them both or separately according to business needs.
In case of contacting your customers via Jira, set the auto-population of the reporter's company. Or, just select a company manually to link it with issues. Use regular Jira search (~select list) to find all the links.
Using issues as sales allows the workflow to be adjusted as you prefer, with no limitations. The sales team can use regular dashboards and a variety of gadgets to get sales statistics. Smooth integration with other apps!
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
🔝 Check the latest release notes and roadmap.
This plugin allows users to store information about customers and to track sales in Jira. Customers might be either particular persons (contacts), companies, or contacts organized to companies, according to your needs.
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.
- Customize the templates of the CRM directories.
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 our Customer Portal.
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
(88)Sign in to write a review
Hi Diego,
Stay in touch, we have planned a lot of work for Cloud CRM for this year. You can check our roadmap here. And in case there are particular features you seek please let us know via support channels.
Cheers!
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
Reviews for server
(88)Sign in to write a review
Hi Alexey,
We aware of the bug and it will be fixed soon.
Sorry to hear about your bad experience with our app. The CRM functionality does not imply the complex cascading you've tried to set up and our support just couldn't help you on that point. However, the lack of functionality you need doesn't mean the support was bad.
We are now actually working on the solution to complex cascading cases and hope it will be available soon.
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?
Reviews for Data Center
(88)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.
Hi, we plan to release CRM for Cloud to the end of this year. Or you already can use full version of CRM now on Teamlead Cloud.
Cloud Pricing
Server Pricing
Data Center Pricing
| 10 users$10 | 25 users$160 | 50 users$300 | 100 users$450 | 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 Management (10 agents) on the same instance, you pay the 50-user price for apps.Note: While this app has features specific to Jira Service Management, 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?
Yes. Academic, community, and open source licenses are available to qualifying organizations. See our Purchasing & Licensing FAQ for more information.
- 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 Management (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 Management, 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 Management (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 Management, 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 provides support for this app.
Teamlead provides support for this app.
Teamlead provides support for 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.
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 2021-02-19
Summary
Minor improvements
Details
Minor UI bugfixes and improvements.
Versions
Version 1.14.10 • Jira Server 8.4.0 - 8.16.1 • Released 2021-03-30
Summary
Jira 8.16 compatibility, bugfixes
Details
Improvements
- Compatibility with Jira 8.16 was added.
Fixed Bugs
- Contacts synchronization: bug with new contacts duplicate when "Jira User" field is marked as "is title" was fixed.
- CRM doesn't interfere Jira "Look and Feel" configuration anymore.
- CRM custom directory field: bug with field values being depended on Company field even if "Custom directory source" is disabled was fixed.
Versions
Version 1.14.10 • Jira Data Center 8.4.0 - 8.16.1 • Released 2021-03-30
Summary
Jira 8.16 compatibility, bugfixes
Details
Improvements
- Compatibility with Jira 8.16 was added.
Fixed Bugs
- Contacts synchronization: bug with new contacts duplicate when "Jira User" field is marked as "is title" was fixed.
- CRM doesn't interfere Jira "Look and Feel" configuration anymore.
- CRM custom directory field: bug with field values being depended on Company field even if "Custom directory source" is disabled was fixed.
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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