1,171
Customers have installed this app in at least 1,171 active instances.
1,171
Customers have installed this app in at least 1,171 active instances.
1,171
Customers have installed this app in at least 1,171 active instances.
    by Avisi B.V.for Jira Cloud, Jira Server 7.7.0 - 8.12.2 and Jira Data Center 7.7.0 - 8.12.2
    Supported
    Avisi B.V. supports this app.

    Get support

    Jira Service Desk
    This app is compatible with Jira Service Desk.
    Supported
    Avisi B.V. supports this app.

    Get support

    Jira Service Desk
    This app is compatible with Jira Service Desk.
    Supported
    Avisi B.V. supports this app.

    Get support

    Jira Service Desk
    This app is compatible with Jira Service Desk.

    Gain customer insight by enriching Jira Issues and Jira Service Desk requests

    Gain customer insight by enriching Jira Issues and Jira Service Desk requests

    Gain customer insight by enriching Jira Issues and Jira Service Desk requests

    Work efficiently

    Gain customer insight

    Increase conversion

    You no longer need to leave your Atlassian tooling to access information. Record and store your interaction with every customer so you can make business decisions that satisfy both the business and your customers.

    Integration between your customer data and Atlassian tools, to save you from duplicates or outdated information. Gather Jira issues and Jira Service Desk requests to gain more customer insight.

    Create sales linked to companies and contacts. Address all linked issues belonging to one sale. Manage the work you are doing to win sales. Convert more leads by tracking them in your customizable sales funnel.

    Work efficiently with CRM in Jira

    Gain customer insight

    Increase conversion

    You no longer need to leave your Atlassian tooling to access information. Record and store your interaction with every customer so you can make business decisions that satisfy both the business and your customers.

    Integration between your customer data and Atlassian tools, to save you from duplicates or outdated information. Gather Jira issues and Jira Service Desk requests to gain more customer insight.

    Create sales linked to companies and contacts. Address all linked issues belonging to one sale. Manage the work you are doing to win sales. Convert more leads by tracking them in your customizable sales funnel.

    Work efficiently with CRM in Jira

    Gain customer insight

    Increase conversion

    You no longer need to leave your Atlassian tooling to access information. Record and store your interaction with every customer so you can make business decisions that satisfy both the business and your customers.

    Integration between your customer data and Atlassian tools, to save you from duplicates or outdated information. Gather Jira issues and Jira Service Desk requests to gain more customer insight.

    Create sales linked to companies and contacts. Address all linked issues belonging to one sale. Manage the work you are doing to win sales. Convert more leads by tracking them in your customizable sales funnel.

    More details

    More than 9000 companies are using Avisi Apps like Atlas CRM to improve their productivity. Atlas CRM offers a simple solution to manage customer information inside Jira and Jira Service Desk. It is also available for Confluence. Work smarter by keeping your customer information inside your project management tools.

    • Stay up-to-date with customers, requests, and issues
    • Manage your sales
    • Sync with Service Desk
    • Attach files
    • Easy access to customer information
    • Use templates to easily set up your Atlassian CRM
    • JQL Integration
    • Import and export customer data and sales

    We are building the app for you. Tell us how we can improve on our Roadmap! We offer premium support. Did you run into an issue? Contact us and let us help you.

    Start using the one-month free evaluation and see how it will benefit your organization!

    Website | Documentation | Roadmap

    More details

    More than 9000 companies are using Avisi Apps like Atlas CRM to improve their productivity. Atlas CRM offers a simple solution to manage customer information inside Jira and Jira Service Desk. Work smarter by keeping your customer information inside your project management tools.

    • Stay up-to-date with customers, requests and issues.
    • Manage your sales.
    • Automatically link customers to issues.
    • Sync with Service Desk
    • Filter JQL with customer information.
    • Create JSD Automation rules with Atlas CRM.
    • REST API to connect with other systems.
    • Available in German, French and Dutch.

    We are building the app for you, tell us how we can improve on our Roadmap! We offer premium support. Did you run into an issue? Contact us and let us help you.

    Start using the one-month free evaluation and see how it will benefit your organization!

    Website | Documentation | Roadmap | Support

    More details

    More than 9000 companies are using Avisi Apps like Atlas CRM to improve their productivity. Atlas CRM offers a simple solution to manage customer information inside Jira and Jira Service Desk. Work smarter by keeping your customer information inside your project management tools.

    • Stay up-to-date with customers, requests and issues.
    • Manage your sales.
    • Automatically link customers to issues.
    • Sync with Service Desk
    • Filter JQL with customer information.
    • Create JSD Automation rules with Atlas CRM.
    • REST API to connect with other systems.
    • Available in German, French and Dutch.

    We are building the app for you, tell us how we can improve on our Roadmap! We offer premium support. Did you run into an issue? Contact us and let us help you.

    Start using the one-month free evaluation and see how it will benefit your organization!

    Website | Documentation | Roadmap | Support

    Reviews for cloud

    (59)
    Sign in to write a review
    by Scott Althouse on 2020-03-13
    The linkage between Jira tasks and activities was too limited for our needs. We also wanted to import existing sales transactions which is currently not possible. We liked the workflow and reporting which should be valuable to many potential customers.
    1 out of 1 found this review helpful
    Was this review helpful?YesNo
    by Patrick Wilke on 2019-09-09
    the app looks good but dont give the functionality I am looking for.
    1 out of 1 found this review helpful
    Was this review helpful?YesNo
    Avisi B.V.

    Hi Patrick, feel free to contact us about the functionality you're missing. https://avisi-support.atlassian.net/servicedesk/customer/portal/10

    by Alan Maggi on 2019-04-29
    Atlas CRM looks like a great app! But I have a doubt. How can I manage payments in installments? If I move a card to "won" the whole value will be considered at the date.
    Was this review helpful?YesNo
    Avisi B.V.

    Hi Alan, thank you for your review! We have created a support ticket and we sent you an email to answer your questions.

    by Claudia Haarman on 2019-04-09
    We recently started using Atlas CRM and are very happy so far. Both the software and the level of support are great! The team even implemented our feedback within a short notice. Thanks a lot!
    Was this review helpful?YesNo
    Avisi B.V.

    Dear Claudia, thank you very much for the kind words. If there is anything we can help you with, feel free to contact our support.

    by tamim saied on 2018-12-09
    We would give 5 rating and pay extra subscription if add the following : 1 - Can create multiple Projects , so be able to isolate data. 2 - Additional roll for users who can delete the company is must !. Please Make specially point number 2 !!!!!!!!
    Was this review helpful?YesNo
    Avisi B.V.

    Hi Tamin, thank you for leaving your feedback. We're aware of your first point and are working on adding projects to Atlas CRM. We plan to build this functionality in Q2 of 2019. We would love to get more information on your second point of feedback. Please contact us through our support channel.

    Reviews for server

    (59)
    Sign in to write a review
    by Ярослав Карпов on 2020-06-11
    A good plugin for if you need basic CRM functionality. We hope that developers will further develop this tool.
    Was this review helpful?YesNo
    Avisi B.V.

    Thanks for you review! We are constantly improving, if you have specific requests you can raise them in our Service Desk.

    by Anita Laughter on 2020-06-05
    So happy we've found this app - makes SD so much better with the enriched contact information!
    Was this review helpful?YesNo
    Avisi B.V.

    Hi Anita,

    Thank you for your kind words! We are really happy that Atlas CRM suits your needs.

    If there is anything else we can do for you, do not hesitate to contact our Service Desk.

    by Nick Cobley on 2020-05-20
    I had a brief play, functionality-wise it's okay, but for the price? No way, not even close. We are are a 2 user team, here, there is no planet on which this is worth it for the price, such a shame. Update: Since my review, they have updated the pricing, very impressed with how quickly they responded here. This did highlight another issue as I had not fully trialled it before due to the pricing. When importing your contacts, to my surprise you are not able to link your Contacts to the Companies your importing. The documentation suggests this is possible but it's listed as coming soon in the importer, so my guess is the Server version is somewhat behind the Cloud version in functionality. I consider this pretty much an essential feature really, as unless your a new startup or have a very small list of contacts, that's a lot of work to go through and manually link them all.
    Was this review helpful?YesNo
    Avisi B.V.

    Hi Nick, thank you for your honest feedback. It's good to hear that functionality-wise it's ok, we're constantly improving the functionality to make it even better.

    We understand your feedback on the pricing of the 10-user tier, it's unusually high. We're going to lower it so that smaller teams can also use Atlas CRM.

    Update: That's a good observation. The Server version is indeed much younger than the Cloud version and we've been working on catching up functionality-wise.

    We're currently redesigning the import based on feedback we got on the Cloud version. It'll be easier and provide more options such as the linking of companies and contacts during the import.

    We are fully transparent about this in our documentation, however, where we have added a warning that we're working on this functionality.

    by Jiri Kanicky on 2019-10-25
    Does not work with Service Desk as they claim. It cannot sync Organizations which are extremely important for sharing tickets between customers. Does not link existing tickets with Company/Contact. It will link only newly created tickets. They don't provide any solution to link existing tickets. REST API to connect with other systems is there, but what they don't tell you is that its completely manual. You have to write code from scratch to manage the sync. For the price they are asking, I think this app should have much more.
    1 out of 1 found this review helpful
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    Avisi B.V.

    Hi Jiri, thanks for letting us know what you’re missing. We’re constantly working to improve Atlas CRM. We will keep your feedback in mind when we plan for new functionality.If you’re missing anything else, let us know by opening an issue in our support channel: https://avisi-support.atlassian.net/servicedesk/customer/portal/10.

    by Cody Riddell on 2017-07-14
    Excellent Product and great service. Helps with overall organization of companies to contacts and their linked issues. A key feature missing from JIRA Help Desk.
    Was this review helpful?YesNo
    Avisi B.V.

    Dear Cody,Thank you for your review. We are more than happy that you are enjoying the experience working with Atlas CRM.

    Reviews for Data Center

    (59)
    Sign in to write a review
    by Cody Riddell on 2017-07-14
    Excellent Product and great service. Helps with overall organization of companies to contacts and their linked issues. A key feature missing from JIRA Help Desk.
    Was this review helpful?YesNo
    Avisi B.V.

    Dear Cody,Thank you for your review. We are more than happy that you are enjoying the experience working with Atlas CRM.

    by Admin Manager on 2017-02-21
    Es una excelente aplicación. Para nuestra empresa en particular, nos hace falta la posibilidad de crear sedes a una compañía creada, para que no aparezcan como compañías separadas o independientes. De tal forma como se agrega un contacto a una compañía, así debería ser para crear una sede de una compañía. Muchas gracias por la atención a esta sugerencia. Fernando Palacios Ing. Ip Technologies.
    Was this review helpful?YesNo
    Avisi B.V.

    Thank you for your review Fernando!

    And thank you for creating an issue in our Service Desk about the feature request. We will continue the conversation there.

    by Hannu Mikkola on 2016-11-09
    Nice addition to limited JIRA Service Desk contact management. This one can do much more than just group customers (individuals) into organizations/companies. Their customer service also works really nicely.
    Was this review helpful?YesNo
    Avisi B.V.

    Hi Hannu,

    Thank you for your kind words. We're always more than happy to help you out.

    You know where to find us iIf there is anything else we can do for you.

    by Closson, John on 2016-10-21
    Currently starting to use this CRM plug in for our Sales team to track leads and interactions and meeting notes for prospects and clients. Not sure if this is the best use case. Not the most intuitive and having to jump between Atlas, Jira and Confluence to add an opportunity, meeting notes, activities and next steps is a bit cumbersome at best. Not sold on it as a good sales crm, might be better for service and support side. Time will tell.
    Was this review helpful?YesNo
    Avisi B.V.

    Hi John,

    Thank you for your review and your feedback, it seems to be spot on.

    When we started building Atlas CRM we mainly focused on the service and support side of CRM. Our main focus was JIRA, but has recently expanded to Confluence with the new add-on there. We are still learning on how to bring the two together even better.

    We are now shifting towards the sales side of CRM, for which we are currently designing new functionality. The two main themes we are working on are: logging communication with the customer and providing a better sales workflow. We are currently interviewing users about what their sales workflow looks like, so we can build a fitting solution for everyone. And if you are interested, we would love to have a short video-call to learn about your sales workflow as well.

    If you (or anyone else reading this review) are interested, please send an email to Maarten at addons@avisi.nl.

    by Sherri W on 2016-10-18
    This add-on provides the absolute basics of managing a contacts database along-side JIRA. It's a start, but is missing some of the most useful features. You can't keep a log of your interactions with the contact, unless you put it in the Description field. You have to link a company to individual issues, you cannot say that an entire Project belongs to a specific contact. Linking issues becomes tedious, and sometimes you forget. I just want the entire project to belong to the client. Finally, while you can link contacts to an issue, it is unclear if that actually DOES anything besides being an information field. Does it email that contact updates when the issue is updated? Does it allow them to log in and SEE those issues? I don't think so, unless I haven't found it. All in all, it is indeed a list of contacts but not much else. A steep price tag (doubling your Jira Cloud Basic monthly fee) for something that just maintains a list of contacts. I will continue to use my internal wiki, until I have a use-case for this add-on, or until my # of contacts becomes larger. Good start, but needs more useful features.
    1 out of 1 found this review helpful
    Was this review helpful?YesNo
    Avisi B.V.

    Hi Sherri,

    Thank you for your review and valuable feedback.

    We are aware of our shortcomings regarding the logging of interactions with customers. The good news is that we are working on a solution. We have finished our research and most of the design for this feature and have the implementation planned in the near-future.

    Linking a company to all issues of a project is something we've heard before. We're looking into this and might add it in the future.

    To answer your question about linking contacts to issues: Atlas CRM does not open up issues to your contacts. It is purely meant for internal use and does not share any information with your customers. We do understand your use case here, but this is not in the scope of our add-on at this moment.

    We're working hard on adding more useful features to cater everyone's needs. We currently have a very widespread customer base and see that everyone uses the add-on differently. It's our goal to build a CRM add-on that is useful for all the different teams and use cases.

    If you have any additional feedback or feature requests, we would love to hear about it.

    Cloud Pricing

    Server Pricing

    Data Center Pricing

    10 users$10025 users$60050 users$1,150100 users$2,000250 users$4,000500 & upAdditional pricing details
    50 users$900/year100 users$1,650/year250 users$3,300/year500 users$4,800/year750 users$6,000/year1000 & upAdditional pricing details
    Up to 10 users
    $10
    monthly flat fee
    Free 30 day trial
    11 - 100 users
    $2.5
    per user/month
    Free 30 day trial

    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?

    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 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.

    Learn more about Data Center approved apps

    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.

    Learn more about Data Center licensing

    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.

    Learn more

    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.

    Learn more about Data Center approved apps

    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.

    Learn more about Data Center licensing

    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.

    Avisi B.V. provides support for this app.

    Avisi B.V. provides support for this app.

    Avisi B.V. provides support for this app.

    Vendor support resources

    Documentation

    Find out how this app works.

    Community

    Community discussions connect you to the vendor and other customers who use this app.

    See existing Q&A in Atlassian CommunityAsk a question in the Atlassian Community

    Atlassian-hosted discussions connect you to other customers who use this app.

    Vendor support resources

    Documentation

    Find out how this app works.

    Community

    Community discussions connect you to the vendor and other customers who use this app.

    See existing Q&A in Atlassian CommunityAsk a question in the Atlassian Community

    Atlassian-hosted discussions connect you to other customers who use this app.

    Vendor support resources

    Documentation

    Find out how this app works.

    Community

    Community discussions connect you to the vendor and other customers who use this app.

    See existing Q&A in Atlassian CommunityAsk a question in the Atlassian Community

    Atlassian-hosted discussions connect you to other customers who use this app.

    Versions

    Jira Cloud Released 2020-09-22

    Summary

    Minor version update

    Details

    Minor version update

    Versions

    Version 1.3.6 Jira Server 7.7.0 - 8.12.2 Released 2020-09-07

    Summary

    Bugfix for pagination and performance improvements.

    Details

    Bugs fixed in this release

    • [ACSD-427] Pagination is odd when going back and forward

    Performance improvements

    We have increased the startup performance of Atlas CRM. As a result, the initial loading time of the application has decreased significantly.

    Versions

    Version 1.3.6 Jira Data Center 7.7.0 - 8.12.2 Released 2020-09-07

    Summary

    Bugfix for pagination and performance improvements.

    Details

    Bugs fixed in this release

    • [ACSD-427] Pagination is odd when going back and forward

    Performance improvements

    We have increased the startup performance of Atlas CRM. As a result, the initial loading time of the application has decreased significantly.

    Installation

    1. Log into your Jira instance as an admin.
    2. Click the admin dropdown and choose Atlassian Marketplace. The Manage add-ons screen loads.
    3. Click Find new apps or Find new add-ons from the left-hand side of the page.
    4. Locate Atlas CRM - Customers and Sales in Jira via search. The appropriate app version appears in the search results.
    5. Click Try free to begin a new trial or Buy now to purchase a license for Atlas CRM - Customers and Sales in Jira. You're prompted to log into MyAtlassian. Atlas CRM - Customers and Sales in Jira begins to download.
    6. Enter your information and click Generate license when redirected to MyAtlassian.
    7. 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 Atlas CRM - Customers and Sales in Jira versions compatible with your instance, you can look through our version history page.

    1. Log into your Jira instance as an admin.
    2. Click the admin dropdown and choose Add-ons. The Find new apps or Find new add-ons screen loads.
    3. Locate Atlas CRM - Customers and Sales in Jira.
    4. Click Free trial to download and install your app.
    5. You're all set! Click Close in the Installed and ready to go dialog.
    1. Log into your Jira instance as an admin.
    2. Click the admin dropdown and choose Atlassian Marketplace. The Manage add-ons screen loads.
    3. Click Find new apps or Find new add-ons from the left-hand side of the page.
    4. Locate Atlas CRM - Customers and Sales in Jira via search. The appropriate app version appears in the search results.
    5. Click Try free to begin a new trial or Buy now to purchase a license for Atlas CRM - Customers and Sales in Jira. You're prompted to log into MyAtlassian. Atlas CRM - Customers and Sales in Jira begins to download.
    6. Enter your information and click Generate license when redirected to MyAtlassian.
    7. 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 Atlas CRM - Customers and Sales in Jira versions compatible with your instance, you can look through our version history page.

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