CRM for Jira - Customers & Sales

for Jira Cloud, Jira Server 9.0.0 - 9.12.7, Jira Data Center 8.20.0 - 9.14.1 and more
872 installs
  • Jira Service Management
  • Jira Software

We no longer offer sales and support for server apps. You can stay connected by exploring the migration options to either the cloud or Data Center version of this app.

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.

More details

CRM for Jira add-on built by Teamlead, Atlassian Gold Marketplace Partner.

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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.

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

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