Atlas CRM - Customers in Confluence
Integrate and manage your customer information, sales and related pages in Confluence
Manage customer information
All the information you have about your customers can be seamlessly accessed and organized in Confluence. Atlas CRM helps you to see the overview of a customer’s account and relevant information.
Access all pages linked to the customer
Linking pages to the customer will give you a good overview of customer related information. Access all the customer pages in Confluence. Want more? Link Jira issues and Service Desk issues with Atlas CRM for Jira.
Visualize your sales
Manage your sales in Confluence. Organize invoices, briefings, documentation, contracts and more about customers and sales, so you have the complete overview of your customers.
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
- No need for external CRM - you never have to leave Atlassian tools
- 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 find out how it can benefit your organization!
🔒 SOC 2 declaration
🔑 ISO 27001:2017 certified
📋 Maintaining GDPR standards
Privacy and security
Atlas CRM - Customers in Confluence integrates with your Atlassian product. This remote service can:
- Act on a user's behalf, even when the user is offline
- Administer the host application
- Administer Confluence spaces
- Delete data from the host application
Manage your sales workflow by linking pages and files to your sales.