Integrate and manage your customer information, sales and related pages in Confluence with Atlas CRM for Confluence
Effortlessly Manage Customer Data in Confluence
Unlock the power of customer relationship management with our top-rated Atlas CRM app for Confluence. Easily access customer info, interactions, work management and manage sales without leaving the Atlassian ecosystem.
Get More Deals with your Customer Information Hub
Quickly view all customer info in one place. Access contacts, sales, & issues and Confluence pages to better understand your customer. Add interactions, notes & reminders to manage leads and opportunities effectively.
Manage and Visualize your Sales Funnel
Elevate sales with client-focused strategies. Streamline your customer sales journey for optimal deal closure. Improve lead conversion rates by tracking and nurturing prospects in your custom sales funnel.
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 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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🔒 SOC 2 declaration
🔑 ISO 27001:2022 & ISO 27701:2019 Certified
📋 Maintaining GDPR standards
Certification
This app offers additional security, reliability, and support through:
- Cloud security participation
- Reliability checks
- 24hr support response time
- and more.
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 policyResources
Integration Details
Atlas CRM - Customers in Confluence integrates with your Atlassian product. This remote service can:
- View email addresses of users
- Act on a user's behalf, even when the user is offline
- Administer the host application
- Delete data from the host application
Gallery
An overview of companies created in Atlas CRM. Companies are a main building block and can be linked to Confluence pages.