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    CRM Suite: Contact List for Confluence

    by Philipp Eckelmannfor Confluence Server 6.5.0 - 7.8.3 and more versions
    Versions available for Confluence Server 5.6 - 6.4.3
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    See existing Q&A in Atlassian CommunityAsk a question in the Atlassian Community

    Supported
    Philipp Eckelmann supports this app.

    Get support

    Unsupported
    This app isn't formally supported.

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

    Stand-alone CRM for Confluence. Mention non-confluence users on any page and provide contact details... be DSGVO compliant, now

    Stand-alone CRM for Confluence. Mention non-confluence users on any page and provide contact details... be DSGVO compliant, now

    Stand-alone CRM for Confluence. Mention non-confluence users on any page and provide contact details... be DSGVO compliant, now

    Manage contacts

    Mention contacts

    Follow contacts

    Create, edit and delete contacts with a comprehensive list of details. Share these details with all persons you collaborate with via Confluence.

    Mention contacts on Confluence pages by using the #-sign (similar to the @-mention functionality).

    See, where a contact has been mentioned. Thus follow the contacts regarding all their touch points with your company.

    More details

    Key features:

    • NEW: Restriction management. Specify which Confluence spaces the contact can be used on. Users without access will not see it. (see video)
    • DSGVO Update: find out where your company stored personal data as soon as mention / tag them with our app.
    • Create and manage contacts with photos in Confluence (see video)
    • Edit contacts anytime to adjust and update information (see video)
    • CSV export and import of contacts to/from this add-on (see video)
    • Mention contacts with the straight forward #-mention (similar to the build-in @-mention from Confluence) (see video)
    • Show lists of contacts with your CQM filtered macro
    • Create as many custom fields as your need
    • Customize how your contacts will be displayed e.g. with or without the company name
    • See on which pages your contacts are involved
    • Futher improve your workflow with our free enhancement CRM Suite: Frontend mentioning
    • Also mention your contacts in JIRA using our enhancement CRM Suite: Integration for Jira

    Reviews for cloud

    (14)
    Sign in to write a review
    by Theo on 2017-08-17
    Plugin to make a contact list quick and very simple, all the team responds promptly to requests and suggestions. Try without moderation
    Was this review helpful?YesNo
    by Eddie Jaeger on 2017-07-10
    Hi, looks good and useful but it where nice if you can add the feature that also for registered user (not only for anonymous user) different permission-levels are possible. Or special textfields are only visible for groups/users.
    Was this review helpful?YesNo
    Philipp Eckelmann

    Hi Eddie,

    Thank you very much for you feedback. We really appreciate that.

    I just put your feature request to our backlog. The next release is currently in the testing phase and will be shipped very soon. Permission levels on field basis is a tough cookie but we will have a look at it. Thanks.

    All the bestPhilipp

    by Richard Gee on 2017-05-03
    Looks ideal but unfortunately doesn't allow hiding of the contact list from registered users, so not suitable if the Confluence is accessed by external parties. Would be great if this extra level of security granularity can be added.
    Was this review helpful?YesNo
    Philipp Eckelmann

    Thank you very much for your appreciation. We are currently evaluating whether we will be able to incorporate this feature into the next release. As the release planning is already finished, it might be too late for this release... we would then consider it for the next release.

    by Lukas Moser on 2016-04-21
    great add-on! Are there plans in the near future for adding the functionality to add a custom profile picture on each contact?
    Was this review helpful?YesNo
    Philipp Eckelmann

    Hello Lukas,

    Thank you so much for your positive feedback. We are currently working on the next release which will include Custom Fields and some additional improvements... and for sure some minor fixes.

    Profile pictures are (of cause) on our list. We plan to have them not in this release but in the next.

    Please don't hesitate to contact us directly via support@confluence-crm-contact-list.com.

    Best regards,Philipp

    by Peter Jacobs on 2016-02-16
    Useful and convenient solution for keeping CRM contacts in Confluence for their quick accessibility and use. Now we can keep the list of business contact or refer to the required persons while working on Confluence pages. The list of pages with contact mentions shows all references to the particular contact, so the probability of losing some essential information in Confluence is quite low. Some functions are missing, but nevertheless add-on's functionality will cover most cases of yours.
    Was this review helpful?YesNo

    Reviews for server

    (14)
    Sign in to write a review
    by André Schmitt on 2019-10-02
    We've just started using this app, but we already find it very useful and powerful.
    Was this review helpful?YesNo
    Philipp Eckelmann

    Hi André,

    Thanks a lot for your feedback. We are working hard to further improve the app. Please let us know if you miss any functionality.

    Best regards

    Philipp

    by TVFROG42 Q on 2019-06-30
    Hi, I've installed your Evaluation Version 2.0.7 of the CRM Suite in my Confluence Server Test environment (Confluence Server 6.12.1 on PostgreSQL 9.6) . As fas as I can see now it will fit completely to my needs. There's only one competition left: When I added the CRM Macro to a page where I want to show only the table of contacs of a single company there is an empty CQL field. But I didn't get it which syntax will show me only the contacs of company by exampe 'maxiburgers' >>Company:"maxiburgers"<< doesn't work also like >>"maxiburgers" in company<< What are the concrete fieldnames for the CQL Couldn't find any CQL example in your documentation. This would be very helpful. Would appreciate your helpful feedback.
    Was this review helpful?YesNo
    Philipp Eckelmann

    Hi,

    Thank you for your feedback. We will prepare a CQL documentation for our add-on soon.

    In the meantime, please try the following:

    • Company ~ maxiburgers (could be "maxiburgers ltd" or "maxiburgers gmbh")
    • Company = maxiburgers (exact match required)

    Please let me know, whether this is successful. Otherwise, we are going to solve it together.

    by zej on 2018-11-07
    I have installed 2.0 version ,new feature of custom filed is very useful, but i found a bug, after custom filed was added， it was not shown in the [Fields and Layouts], but was shown in the contact list. I can not delete or edit it any more. Waiting for solution .
    Was this review helpful?YesNo
    Philipp Eckelmann

    Hi Zej,

    Thank you for your feedback and your rating.

    Can you please provide the following information? We need to reproduce the problem in order to fix it.

    • A screenshot which shows the problem.
    • The Confluence log file of your system.
    • The version of Confluence you are using.
    • The database and version you are using.

    Please send them to our support email address: support@confluence-crm-contact-list.com

    Thanks and best regards

    Philipp

    by Sean Brooks on 2018-10-18
    Installed this add on for a POC, very useful to create a customer address book and easy to use. It would be great if the phone numbers could be clickable so when clicked it would open the default calling software on the PC.
    1 out of 1 found this review helpful
    Was this review helpful?YesNo
    Philipp Eckelmann

    Hi Sean,

    Thank you for your feedback. Check out our upcoming new release. We will incorporate various new features. Wrapping of phone numbers will be one of them.

    All the best, Philipp

    by Urs Jäggi on 2018-09-19
    Very useful and easy to use plugin. We now use the plugin company-wide. Support is also very fast and good, could solve all my problems.
    Was this review helpful?YesNo
    Philipp Eckelmann

    Hi Urs. Thank you for your review. We appreciate your rating as well :-)

    • Can you please explain to us (support@confluence-crm-contact-list.com), what you want to achieve with "groups"? We might have a solution or put it to our backlog.
    • VCF files are already on our list. Until now, we prioritized this feature rather low. We will reconsider this prioritization. Thanks.
    Read more reviews

    Reviews for Data Center

    (14)
    Sign in to write a review
    by Theo on 2017-08-17
    Plugin to make a contact list quick and very simple, all the team responds promptly to requests and suggestions. Try without moderation
    Was this review helpful?YesNo
    by Eddie Jaeger on 2017-07-10
    Hi, looks good and useful but it where nice if you can add the feature that also for registered user (not only for anonymous user) different permission-levels are possible. Or special textfields are only visible for groups/users.
    Was this review helpful?YesNo
    Philipp Eckelmann

    Hi Eddie,

    Thank you very much for you feedback. We really appreciate that.

    I just put your feature request to our backlog. The next release is currently in the testing phase and will be shipped very soon. Permission levels on field basis is a tough cookie but we will have a look at it. Thanks.

    All the bestPhilipp

    by Richard Gee on 2017-05-03
    Looks ideal but unfortunately doesn't allow hiding of the contact list from registered users, so not suitable if the Confluence is accessed by external parties. Would be great if this extra level of security granularity can be added.
    Was this review helpful?YesNo
    Philipp Eckelmann

    Thank you very much for your appreciation. We are currently evaluating whether we will be able to incorporate this feature into the next release. As the release planning is already finished, it might be too late for this release... we would then consider it for the next release.

    by Lukas Moser on 2016-04-21
    great add-on! Are there plans in the near future for adding the functionality to add a custom profile picture on each contact?
    Was this review helpful?YesNo
    Philipp Eckelmann

    Hello Lukas,

    Thank you so much for your positive feedback. We are currently working on the next release which will include Custom Fields and some additional improvements... and for sure some minor fixes.

    Profile pictures are (of cause) on our list. We plan to have them not in this release but in the next.

    Please don't hesitate to contact us directly via support@confluence-crm-contact-list.com.

    Best regards,Philipp

    by Peter Jacobs on 2016-02-16
    Useful and convenient solution for keeping CRM contacts in Confluence for their quick accessibility and use. Now we can keep the list of business contact or refer to the required persons while working on Confluence pages. The list of pages with contact mentions shows all references to the particular contact, so the probability of losing some essential information in Confluence is quite low. Some functions are missing, but nevertheless add-on's functionality will cover most cases of yours.
    Was this review helpful?YesNo

    Cloud Pricing

    Server Pricing

    Data Center Pricing

    10 users$1025 users$6050 users$110100 users$200250 users$400500 & upAdditional pricing details

    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. The app tier should match the licensed user tier of the Atlassian product. For example, if you have a Confluence license for 500 users, you should purchase the 500-user tier for apps. Even if fewer users want to use the app than your Atlassian product license, the two licenses should match exactly.

    Can I install this app in a Data Center product?

    This app does not have a Data Center approved version. Only apps meeting a set of performance requirements for large, clustered environments are approved for Data Center.

    However, while server apps are built for single-server deployments, many customers successfully install them in Data Center products. If you're using a Data Center product, Atlassian recommends you contact the vendor to determine compatibility at scale.

    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 does not have a Data Center approved version, you should purchase a Server license if you decide to install this app in a Data Center product.

    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

    Philipp Eckelmann provides support for this app.

    Vendor support resources

    Documentation

    Find out how this app works.

    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

    Version 2.3.0 • Confluence Server 6.5.0 - 7.8.3 • Released 2020-09-30

    Summary

    New layout, on-the-fly creation of contacts (PLS READ IMPORTANT NOTE BELOW)

    Details

    • Added a capability to create new contacts and companies while editing and viewing pages.
    • Updated the contact / company hover form layout.
    • Added a new layout for user hover form.
    • Merged the app with Frontend Mentioning.

    NOTE: Please disable the Frontend Mentioning app before installing the latest version.

    Installation

    1. Log into your Confluence 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 CRM Suite: Contact List for Confluence 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 CRM Suite: Contact List for Confluence. You're prompted to log into MyAtlassian. CRM Suite: Contact List for Confluence 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 Confluence instance.

    To find older CRM Suite: Contact List for Confluence versions compatible with your instance, you can look through our version history page.

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