Atlas CRM - Customers and Sales in Jira
- Supported
- Jira Service Management
- Jira
Gain customer insight with the #1 CRM in Jira. Relate issues in Jira to your customer information and sales in Atlas CRM for Jira
Effortlessly Manage Customer Data in Jira
Unlock the power of customer relationship management with our top-rated Atlas CRM app for Jira. Easily access customer information, interactions, work management and manage sales without leaving the Atlassian ecosystem.
Get More Deals with your Customer Information Hub
Quickly view all customer info in one place. Access contacts, sales, & issues and Confluence pages to better understand your customer. Add interactions, notes and reminders to manage leads and opportunities effectively.
Manage and Visualize your Sales Funnel
Elevate sales with client-focused strategies. Streamline your customer sales journey for optimal deal closure. Improve lead conversion rates by tracking and nurturing prospects in your custom sales funnel.
More details
Atlas CRM offers a solution to manage customer information inside Jira Software, Jira Work Management and Jira Service Management. It is also available for Confluence pages. Work smarter by keeping your customer information inside your project management tools.
- Stay up-to-date with customers, requests and issues.
- Manage sales in the customizable sales funnel
- Sync Jira users automatically
- Customizable company and contact overviews or filter on customer details
- Access management to CRM data with custom user roles
- JQL Integration
- Accelerate processes with automations
- Integration possibilities with REST API
Do you have a question about Atlas CRM or do you need help with the implementation? Please contact us via our support channel or attend one of our weekly demo sessions.
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🔒 SOC 2 declaration
🔑 ISO 27001:2022 & ISO 27701:2019 Certified
📋 We maintain all GDPR standards
Certification
This app offers additional security, reliability, and support through:
- Cloud security participation
- Reliability checks
- 24hr support response time
- and more.
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 policyResources
Integration Details
Atlas CRM - Customers and Sales in Jira 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
An overview of companies created in Atlas CRM. Companies are a main building block and can be linked to Jira issues.