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Atlas CRM - Customers and Sales in Confluence

works with Confluence Cloud

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Key highlights of the appGet the #1 Native CRM for Confluence. Log interactions from Gmail & Outlook. Link Confluence pages to customers and sales

Manage Customers and Sales in Confluence

Choose a CRM that bridges the gap between work and customer management by linking customers, sales, and interactions from Gmail and Outlook to Confluence pages. Use automations to gain a complete customer view.

Centralize Customer Interactions and Opportunities

Keep everything in one place. Automatically log interactions from Gmail, Outlook, and calls, and add meetings, reminders, and files. Link Confluence pages to track customers and opportunities effectively.

Track Sales inside Atlassian’s Trusted Ecosystem

Stay on top of sales with Atlas CRM. Link Confluence pages and interactions to sales, set reminders, and track prospects in your custom funnel to close deals faster—all securely within Atlassian’s trusted system of work.

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More than 8000 companies are using Avisi add-ons to improve their productivity.

Atlas CRM offers a simple solution to manage customers right inside Confluence. It is also available for Jira and Jira Service Desk. Start working smarter by keeping your customer information as close to your documentation as you can.

  • Have an easy access to the same customer profile in Confluence
  • Link customer information with pages you are working on
  • Always know what the customer has requested and what work is done for them
  • Start right away with templates for company and contact data
  • Import / export data
  • Manage your sales
  • Attach files

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.

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Resources

  • Descriptor

    Get the descriptor file downloaded to your system

  • App documentation

    Comprehensive set of documentation from the partner on how this app works

  • EULA

    Get the End User License Agreement for this app

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 policy

Security program

This app is part of the Marketplace Bug Bounty program.

About Bug Bounty program

Integration permissions

Atlas CRM - Customers and Sales in Confluence integrates with your Atlassian product

Version information

Version 1.2.3-ACfor Confluence Cloud

Release date
Jul 18th 2023
Summary
Introducing Customer Interactions
Details

Introducing Customer Interactions

Payment model
Paid via Atlassian
License type
Commercial

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