Atlas CRM - Customers and Sales in Jira

Not able to track client interactions like meetings or emails. Good for sales pipelines but not great for tracking client activity.

• 

  Avisi Apps bv

  We are glad to share that we’ve released a new version of Atlas CRM that contains the creation and tracking of customer interactions as you mentioned in this review. You can find it by visiting a Company, Contact, or Sale and then selecting the Interactions tab.

  Customer interactions will also appear in the new Global Activity Stream which can be found by clicking the Atlas CRM logo in the top left of the app. This allows you to quickly see Customer Interactions and other activities straight from the homepage of Atlas CRM.

Definitely one of the better ones in the marketplace, but one crucial, yet simple feature is missing, which is different currency support and geographies. Hard to track international sales, when we have to deal with different currencies. Please include this feature! Otherwise, simple to use and great tool

• 

  Avisi Apps bv

  Dear Charles, thank you very much for your kind words and the feature request. This is something that is on our roadmap and we will be supporting sales with different currencies in the future.

Relations is an ideal supplement for us to organize all our marketing tasks inside Jira. The idea to connect issues with companies and contacts is quite genious (although obvious). This add-on seems to be quite young and some features may still be missing, but the team behind is really dedicated. They are taking bug reports and ideas for new features quite seriously, so I am really exited about features to come ... Currently we manage all our contacts and opportunities with Relations. We are quite satisfied!

• 

  Avisi Apps bv

  Kurt, thank you! We will continue to invest in the 'obvious' and you can be sure that there are many useful features to come.

No handling of duplicate contacts!

• 

  Avisi Apps bv

  Hi Denali,

  Thanks for sharing your feedback. We know contact merging is an important feature and have discussed it extensively with you through support. As we mentioned, it’s a technically complex feature, but we’ve already tracked your request and truly value your input. Once we complete our migration to Atlassian’s Forge platform, we expect to move faster on highly requested improvements like this.

  Thank you once again for your feedback!

  Kind Regards, Volkan @ Avisi Apps

East to use, loads of possibilities and quick response from the support team.