Atlas CRM - Customers in Confluence

for Confluence Cloud
464 installs
CLOUD FORTIFIED
  • Supported
Cloud

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

Effortlessly manage customer data in Confluence

Unlock the power of customer relationship management with our top-rated CRM app for Confluence. Easily access customer information without leaving the Atlassian ecosystem.

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 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.

Start using the free trial and see how it will benefit your organization!

Documentation - Contact us - Roadmap

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🔒 SOC 2 declaration

🔑 27001:2022 & ISO 27701:2019 Certified

📋 Maintaining GDPR standards

Certification

CLOUD FORTIFIED

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 policy

Resources

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
  • Administer Confluence spaces

Gallery

An overview of companies created in Atlas CRM. Companies are a main building block and can be linked to Confluence pages.