469
Customers have installed this app in at least 469 active instances.
    by Avisi B.V.Top Vendor
    Avisi B.V. is a Top Vendor.  Top Vendors have high standards for app quality, reliability, and support.

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    for Jira Cloud
    Supported
    Avisi B.V. supports this app.

    Get support

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

    Manage your customer information, sales, and Jira Service Desk support with CRM for Jira

    Manage your customer information, sales, and Jira Service Desk support with CRM for Jira

    Manage your customer information, sales, and Jira Service Desk support with CRM for Jira

    Customer Relationship Management inside Jira

    Access all the customer data from the issue view

    Also available for Confluence and Service Desk

    Access and organize your customer information in Jira and Jira Service Desk. Record and store your interaction with every customer so you can make business decisions that satisfy both the business and your customers.

    Access to relevant customer information from Atlassian tools saves you from duplicate or outdated information that slows down and hampers the business processes.

    Ensure that no matter which channel your customers contact you on, you have a record of that interaction. Organize Confluence pages around customers with Atlas CRM for Confluence.

    More details

    Atlas CRM offers a simple solution to manage customer information inside Jira and Jira Sevice 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 Sevice Desk
    • Attach files
    • Easy access to customer information
    • No need for external CRM - you never have to leave Atlassian tools
    • Use templates to easily set up your Atlassian CRM
    • JQL Integration
    • Import and Export customer data and sales
    • Link pages with Atlas CRM for Confluence
    • We are building the app for you. Tell us how we can improve!
    • Did you run into an issue? Contact us and let us help you

    Try Atlas CRM for free and witness yourself how it will benefit your organization!

    Documentation - Reviews - Twitter - Contact us - Roadmap

    More than 9000 companies are using Avisi apps to improve their productivity. Start using Jira for CRM!

    Reviews for cloud

    (48)
    Sign in to write a review
    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.

    by Alex Carr on 2018-09-25
    The level of support from this team is phenomenal, they went above and beyond to provide a solution to get some advanced time tracking reporting based on client. They also did it very quickly. The feature set is simple, which suits our current sales process but with the dedicated team we already see regular feature updates. Good work Avisi B.V.
    Was this review helpful?YesNo
    Avisi B.V.

    Dear Alex, many thanks for your review. We are really happy that Atlas CRM suits your needs and that we were able to help you. Always feel free to contact us with any questions!

    by Valentino Semeria on 2018-06-15
    Only just starting to work with Atlas and so far so good. We're not looking for anything too sophisticated and really want to stick with Jira so happy to roll with it. Import from our old system was straightforward, and when I hit an issue it was dealt with comprehensively by phenomenal and when I say that I mean p-h-e-n-o-m-e-n-a-l support!
    Was this review helpful?YesNo
    Avisi B.V.

    Dear Valentino, thank you for your feedback! We really appreciate it. Feel free to contact us when you have any questions! Cheers, Atlas CRM team

    by Nick Fotache on 2018-05-10
    The best way I can explain Atlas CRM to someone who hasn't tried is... imagine a company promoted themselves as a supplier of commercial grade building tools. You buy it and they deliver to you one of those sand castle building toys for kids. You know the ones where you get a little shovel, and a little bucket, and a little rake and the kids use it to make castles at the beach. That is Atlas CRM. This tool is a complete joke. It's missing really basic features. You create a simple pipeline, add a sale, go into it to leave some notes.... only to discover you can't leave notes. I can't find a way to even link it to some confluence document so that when I click on a sale / deal I can see what the status is, what has happened, etc. If you click on a company or contact, you can then create a confluence page that is easily access. But why can't I do this on a sale / deal? If there are 3 contacts in the sale, under which contact would I store the notes for the deal? It makes no sense. The Sales Report option... wow... calling it basic would be a huge understatement. There is zero option to customize anything there and the one report they give you is rather useless.
    Was this review helpful?YesNo
    Avisi B.V.

    Update: It is now possible to comment on the sales and companies and contacts. It's also possible to link Confluence documents to Sales and access the sales from Confluence.

    -----

    Dear Nick, thank you for your feedback. I’m sorry to hear about your bad experience and we understand your concerns.

    We understand why you would like to add comments to the sale. This is on our development roadmap. We are also going to make sales available in Confluence. Is there something specific which you would like to see in the sales reports? Feel free to contact us at addons@avisi.nl

    by Joey Sanchez on 2018-03-13
    Unfortunately, the sales department opted to go with Salesforce. I tried to get them to use this product but they found to be a bit disorderly for the lack of better words. They did not dislike your product they just did not understand it, however they are finding out Salesforce is complicated as well but they still opted to go that route, so now we do not need this service. Thank you.
    Was this review helpful?YesNo
    Avisi B.V.

    Dear Joey, thank you very much for your feedback! We really appreciate it. We try to improve our onboarding and documentation to help our users with getting started. We wish you all the best.

    Reviews for server

    (48)
    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 John Closson 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.
    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.

    Reviews for Data Center

    (48)
    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 John Closson 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.
    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

    Up to 10 users
    $10
    monthly flat fee
    Free 30 day trial
    11 - 100 users
    $2.50
    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.

    If you've opted for annual billing for your Atlassian product, apps are also billed annually at a discount (12 months for the price of 10).

    Do you offer academic, community, or open-source licenses for cloud apps?

    Academic, community and open source licenses are not available for cloud apps.

    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.

    Avisi B.V. is a  Top Vendor, committed to providing support for their apps at least 8 hours a day, 5 days a week.

    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 2018-07-20

    Summary

    Improved overview, link existing issues & more

    Details

    Today we introduce a new way to access all your customer information in your issues and pages. From now on you can also see related contacts, companies, issues, pages, sales, and comments for your customers and sales without leaving your work.

    For example: When you’re answering a question in Service Desk, you can now see all previous issues that have been opened by your contact. Without leaving the issue.

    And while you’re reviewing a contract in Confluence, you can read all of the comments that your colleagues added to the company. Without leaving the page.

    Simply click on a company, contact or sale within an issue or page to access all of this information.

    Coming soon: A place where you can directly upload files that are related to your customer or sale. If you like this sneak-peek, visit our public roadmap to see what else is coming. And vote for your favorite features.

    Installation

    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 & 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.

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