Atlas CRM - Customers in Confluence

for Confluence Cloud
401 installs
Cloud Security Participant
  • Supported
Cloud

Integrate and manage your customer information, sales and related pages in Confluence

Manage customer information in Confluence

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.

Manage your sales in Confluence

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 details

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 the customer information with the 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!

Documentation - Contact us - Roadmap

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 vendor.

Vendor privacy policy

Security

This app is part of the Marketplace Bug Bounty Program. Learn more

This partner has completed the Security Self-Assessment Program. Learn more

Resources

Integration Details

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
  • Administer Jira projects

Gallery

Manage your sales workflow by linking pages and files to your sales.