PolyCRM for Jira
Manage customer information, your sales pipeline and close more deals – with PolyCRM for Jira
Manage customer contacts fast and easily in Jira
Capture and store all company and individual customer information in a quick, easy database that you can access anytime without leaving Jira. So everyone on your teams can provide the same excellent customer service.
Track customer interactions w/ Notes – and sort it
Every piece of information about a customer or deal is important: so every one should be kept - but mapped, too. PolyCRM enables this via notes, which show interactions with people but also work in the context of a deal.
Organize your entire sales pipeline at a glance
A better overview drives more deals: Visualize your sales pipeline in a handy board that prompts you to take action. Use drag and drop to move your deals to a new status and check all deals regularly in the overall view.
Well organized sales teams lead to many deals with happy customers
PolyCRM is the solution to manage all your customer data and related deals right in Jira at a glance. It offers a wide range of options to drive your deals. While you can use Notes to map all previous steps, you can simply use Jira Issues for the planned work. This way, you can simply create tasks right in PolyCRM as Jira Issues and attach them to deals. So every task can be included normally in the Jira work processes (sprint planning, Jira work management etc.) but also appears in the deal.
- Store and manage all your customer information
- Track customer interactions with notes
- Visualize your sales pipeline
- Use a clear timeline
- Work with drag-and-drop
- Receive alerts to remind you
In a nutshell: Organize, manage and maintain your customer data in an efficient way and drive your deals successfully
Deal infos are also available on the go using the Jira mobile app.
Privacy and security
PolyCRM for Jira integrates with your Atlassian product. This remote service can:
- Read data from the host application