Atlas CRM - Customers and Sales in Jira
Gain customer insight with the #1 CRM app for Jira. Relate Jira issues to your customer information and sales in Atlas CRM
Effortlessly manage customer data in Jira
Unlock the power of customer relationship management with our top-rated CRM app for Jira. Easily access customer information without leaving the Atlassian ecosystem.
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 & reminders to manage leads and opportunities effectively.
Manage and visualize your sales funnel
Elevate sales with client-focused strategies. Streamline your 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.
Start using the free trial and see how it will benefit your organization!
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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
- Administer Jira projects
Gallery
An overview of companies created in Atlas CRM. Companies are a main building block and can be linked to Jira issues.