Atlas CRM - Customers in Confluence

for Confluence Cloud
411 installs
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  • Supported
Cloud

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

Effortlessly manage customer data in Jira

You no longer need to leave your Atlassian tooling to access customer information. Record and store your interaction with every customer so you can make business decisions that satisfy both the business and customers.

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 and visualise your sales funnel

Create sales linked to customers. Manage all the work you are doing to close a sale. Convert more leads by tracking them in your customizable 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

🔑 ISO 27001:2017 certified

📋 Maintaining GDPR standards

Certification

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This app offers additional security, reliability, and support through:

  • Cloud security participation
  • reliabilityReliability checks
  • support24hr support response time
  • and more.
View details

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

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
  • Delete data from the host application

Gallery

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