CRM for Jira (Customers & Sales)

by Teamlead

works with Jira Cloud, Jira Server 9.0.0 - 9.12.15, Jira Data Center 8.20.0 - 10.2.1 and more

OVERALL RATINGS
INSTALLS: 891
SUPPORT: Partner Supported

Overview

Reviews

Pricing

Privacy & Security

Support

Installation

Key highlights of the appMake customer support in Jira more efficient: store and access info, link customer data with Jira tasks

watch CRM for Jira (Customers & Sales) video

Store any clients data

Keep any info about Contacts and Companies to win your deals. The Contacts directory is filled automatically when a customer creates a request using JSM. You can add the data and link the directories manually as well.

Customers’ contacts are right in issue

The power of a contact management system is in Jira. Observe data about the Contacts and Companies directories, and change them right in issues.

Visualize your sales

Use gadgets to demonstrate reports on the dashboard. Visualize deals you have and their status. Check which manager has the most wins. Analyze the reasons for "lost"s to change your strategy. Get the report in real-time.

Supporting media

More details

🔝 Check the latest release notes and roadmap.

👉 Get a free demo

This app allows users to store information about customers and to track sales in Jira.

Key highlights:

Get directories of contacts, companies and create custom directories (i.e. assets, products) to store additional information. Interlink them to mirror the structure of your data.
Use Jira issues for tracking sales with some extra sales functionality provided.
Link issues with CRM information in a manual way or, in case of communicating with customers directly in Jira, – automatically.
Easily import your data from CSV file to fullfill the directories using our master import.
Export data from the Companies and Contacts lists.

Try out Calendar for Jira to plan meetings and sales activities with your clients.

Create Reminders to never forget planned communication with a customer.

💡 Seeking a particular feature? Contact us via support@teamlead.one

Resources

Descriptor
Get the descriptor file downloaded to your system
App documentation
Comprehensive set of documentation from the partner on how this app works
EULA
Get the End User License Agreement for this app

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 program

This app is not part of the Marketplace Bug Bounty program.

Integration permissions

CRM for Jira (Customers & Sales) integrates with your Atlassian product

Version information

Version 1.6.15-AC•for Jira Cloud

Release date: Nov 20th 2024
Summary: Minor version update
Details: Minor version update
Payment model: Paid via Atlassian
License type: Commercial