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