Mini CRM

for Jira Cloud
13 installs
  • Supported
  • Jira Software
Cloud

Your place to store customer and prospect data, track customer interactions, and share important information between colleagues

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Customers Record

In the main MiniCRM screen you can choose a customer, and get all the information related to him: General Deatils, Contacts, Engament log, and its work contracts and statuses.

Customer Contracts

You can set a contract with a customer and track the work spent for this contract. Creating either a fixed project contract or time based contract.

Customer Engagement Log

This section will display the engagements you had and set with the customer, so you can see the relationship buildup with the customer.

More details

Main Features

  • Customers Record
  • Customer Contracts management and Tracking
  • Customer information on tickets
  • Customers work reports
  • Privacy and Security

Customers Record

The information is divided to 4 sections:

  • Customer general information
  • Customer contacts
  • Customer Engagements
  • Customer Contracts

Customers status can be viewed in a project board with the statuses that present your sales processes funnel.

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

Mini CRM 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 Jira projects
  • Delete data from the host application

Gallery

This section will present any information about the contacts you have with this customer. You can add new contact or edit existing contact.