CRM for Jira - Customers & Sales
- Jira Service Management
- Jira Software
Make customer support in Jira more efficient: store and access info, link customer data with Jira tasks
Linking tickets and companies
Keep any info about Contacts and Companies right in Jira. Adding multiple contacts to 1 company, to know what kind of support requests the clients from this company had, and to solve this customer's problems quickly.
Access additional customer data
Show any helping customer's info inside ticket. Let assignee use individual workflow based on data.
Storing and fast retrieving information
Store data in built-in related directories. Set up sync with JSM project and Jira users to have all information about customer. The company will be autopopulated based on reporter.
CRM for Jira add-on built by Teamlead, Atlassian Gold Marketplace Partner.
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.
Searching issues by Company