967
Customers have installed this app in at least 967 active instances.
967
Customers have installed this app in at least 967 active instances.
    by TeamleadAtlassian Verified
    Teamlead is an Atlassian Verified vendor. Verified vendors demonstrate Atlassian standards for app quality, reliability, and support.

    Learn more

    for Jira Cloud, Jira Server 7.2.0 - 7.7.2 and more versions
    Versions available for Jira Server 6.0 - 7.1.10
    Supported
    Teamlead supports this app.

    Get support

    Jira Service Desk
    This app is compatible with Jira Service Desk.
    Supported
    Teamlead supports this app.

    Get support

    Data Center
    This app is compatible with the clustering and high-availability capabilities of our products.
    Jira Service Desk
    This app is compatible with Jira Service Desk.

    Link your work in Jira with information about your clients

    Link your work in Jira with information about your clients

    People & Companies

    Money Inside

    Reports

    Store your CRM records right inside Jira and see all issues related to specific company and contact. Transform issues to deals.

    Cloud version is limited, some features are into development process.

    Coming soon in Cloud version. Add incomes and expenses to every deal. Check plan and fact transaction and your profit of course.

    Coming soon in Cloud version. Use special reports and gadgets to control your metrics by clients, services and more.

    People & Companies

    Money Inside

    Reports

    Store your CRM records right inside Jira and see all issues related to specific company and contact. Transform issues to deals.

    Live Demo

    Add incomes and expenses to every deal. Check plan and fact transaction and your profit of course.

    Use special reports and gadgets to control your metrics by clients, services and more.

    More details

    CRM for Jira add-on built by Teamlead, Atlassian Platinum Solution Partner.

    Key highlights:

    Customizable directories of contacts and companies.

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

    You can create directory of contacts and companies. Companies will be available in custom field.

    We would like to hear from you any suggestions and features that you want us to implement, contact us using our feedback form.

    More details

    CRM for Jira add-on built by Teamlead, Atlassian Platinum Solution Partner.

    Key highlights:

    Fully customizable directories of contacts, companies, transactions and products.

    Mechanism that prevents creating doubled records

    API that allows you to integrate CRM for Jira add-on with external CRM or BI systems.

    Create an issue from any comment whether it is a new deal or technical question

    Set permissions for access to specific company issues only for people from this company

    Integrate with Help Desk for Jira to manage Service Level Agreements (SLA) with your clients

    Integrate with Calendar for Jira to plan meetings and sales activities with your clients

    Our team is ready to customize CRM for Jira in accordance with your requirements

    Ready to get closer with CRM for Jira - try our Live demo or request online presentation with our expert.

    Reviews for cloud

    (44)
    Sign in to write a review
    by José Campos on 2018-02-07
    Muy bueno
    Was this review helpful?YesNo
    by Alexander Kuiava on 2018-02-03
    Very unfriendly user interface
    Was this review helpful?YesNo
    by Douglas Cuffman on 2018-01-25
    Not easy to install. And I don't seem to be able to edit content that I created. Not useful.
    Was this review helpful?YesNo
    by Dmitry Katson on 2017-12-05
    Great app. Teamlead team is very professional!
    Was this review helpful?YesNo
    Teamlead

    Dmitry,

    Thank you for your feedback, we very appreciate it!

    by Tran Le on 2017-10-03
    It was relatively straightforward to customise this plugin to suit our organisation's needs. The earlier builds of the plugin were fairly buggy but subsequent releases resolved many of these issues. The support team at Team Lead are extremely helpful and take time to discuss the issue, outline solutions, or simply receive feedback. If this plugin supported Confluence integration so that JIRA CRM data could be easily displayed within Confluence pages then it would have been perfect and the premiere CRM plugin in the marketplace.
    Was this review helpful?YesNo
    Teamlead

    Hi Tran Le,

    Thank you for the feedback and good estimate of our work. We are on the way to build the best CRM app for Atlassian Marketplace. We can add Confluence integration as you wish. Just open the ticket in our support system.

    Thank you.

    Reviews for server

    (44)
    Sign in to write a review
    by Koos van der Kolk on 2017-10-27
    Could not get it work (cloud version, admin user). Followed https://wiki.teamlead.ru/pages/viewpage.action?pageId=158171301 but when adding a company, I get Failed to create company Please, make sure you set isTitle property in configuration page or contact your administrator if you don't have permissions
    1 out of 1 found this review helpful
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    Teamlead

    Dear Koos,

    Seems that you didn't set one of the attributes as a title. Please enable checkbox "Is Title" in CRM administration menu / Companies for one of the attributes, for example for "Company name".

    Please contact our support team using our Feedback Form and we'll try to help you with the configuration.

    by Nikolas Barber on 2017-09-27
    Is the CRM add on compatible with Jira Software, or is Jira Service Desk required for that functionality?
    Was this review helpful?YesNo
    Teamlead

    Dear Nikolas,

    CRM for Jira is compatible with Jira Software, Jira Service Desk and Jira Core as well.

    by Santiago Costa Diaz on 2017-09-19
    No funciona para cloud
    3 out of 3 found this review helpful
    Was this review helpful?YesNo
    Teamlead

    Hi, Santiago. Yes, CRM for Cloud is much poorer in functionality than CRM for Server currently, we work hard on it.

    You may send us your suggestions about CRM for Cloud. What would you want to see there most?

    by Thomas Horna on 2017-07-19
    Great Idea and Great Development work. I am very happy with it. One Thing which could make it even greater Product ist to improve Localization. We need kind of readymade German Localization... Not only in Language texts, but also in Currencies, since Idea ist helping SALES and they have to do with lot of money stuff... I will still give it 4 Stars for very practical approach and there is no possibility for me to give here 3 1/2 Stars ;)
    Was this review helpful?YesNo
    Teamlead

    Hi Thomas Horna, thank you for your review, we are happy to hear that our add-on can help you! We can try to work on German Localization, but we need a bit more information about your needs, can you please use our form to create a ticket in our JIRA, so we can contact with you about your needs

    by Nick Thieling on 2016-12-06
    Upon initial installation I attempted an import from Podio.com and it failed. I assumed I needed to prepare the fields in CRM to be able to handle the columns the import data will be expecting. Upon attempting to add a custom attribute in the plugin, this error was presented. Based on the error logs for JIRA the problem is not very clear to me... Screenshot available here: http://imgur.com/a/5P6sn :( Thanks for the response Teamlead, I've opened SUP-27862. Hope it's a simple thing!
    1 out of 1 found this review helpful
    Was this review helpful?YesNo
    Teamlead

    Dear Nick,

    Sorry for inconvenience. Please contact our support team to solve this problem.

    Pricing

    10 users$1025 users$13050 users$240100 users$440250 users$880500 & upAdditional pricing details
    Up to 10 users
    $1
    monthly flat fee
    Free 30 day trial
    11 - 100 users
    $0.50
    per user/month
    Free 30 day trial

    Paid-via-Atlassian pricing FAQ

    How does cloud app pricing work?

    Cloud pricing is subscription based. You are eligible for support and automatic version updates as long as your subscription is active.

    When your subscription renews each month, you are automatically billed for host products and apps based on the number of users in your instance.

    If app pricing changes after your initial purchase, there's a 60-day grandfathering period during which you can renew based on the old pricing.

    How do I determine my cloud pricing?

    Apps are billed based on the number of users in your host product. Jira Cloud apps are priced based on the maximum users of the Jira products on your instance. For example, if you have Jira Software (50 users) and Jira Service Desk (10 agents) on the same instance, you pay the 50-user price for apps.Note: While this app has features specific to Jira Service Desk, the app is technically available across the whole Jira instance. Therefore the above guidelines for licensing across maximum users still apply.

    The pricing structure for cloud products and apps is as follows:

    • Monthly subscriptions with up to 10 host product users are billed at a flat rate price.
    • Monthly subscriptions with more than 10 users are billed per user, starting at the first user.
    • Monthly subscriptions with more than 100 users are billed per user. The table above provides example pricing at various user levels.
    • If per-user pricing is not yet available for this app, please contact the vendor for further information.

    If you've opted for annual billing for your host product, apps are also billed annually at a discount (12 months for the price of 10).

    Do you offer academic, community, or open-source licenses?

    Academic, community and open source licenses are not available for cloud apps.

    Can I extend my free trial?

    For cloud apps, you cannot extend your free evaluation period. All cloud apps are immediately subscribed by a user, and we provide a free evaluation period. This is a minimum of 30 days and ends on the second billing cycle after you first subscribe to the app.

    Paid-via-Atlassian pricing FAQ

    How does server app pricing work?

    Server products and apps are hosted on your servers. Licenses are perpetual and the purchase price include 12 months of maintenance (support and version updates).

    You can renew maintenance after 12 months at 50% of the current purchase price. You can upgrade the tier of your host product and app licenses at any time. Upgrade prices are calculated based on Atlassian's formula (view example).

    If app pricing changes after your initial purchase, there's a 60-day grandfathering period during which you can renew based on the old pricing.

    How do I determine my server pricing?

    Apps are billed based on the number of users in your host product. For Jira Server 7.0 or later, the app tier should match the maximum tier of the licensed Jira products on your instance. For example, if you're running Jira Software (50 users) and Jira Service Desk (10 agents) on the same instance, you should purchase the 50-user tier for apps. For versions of Jira Server prior to 7.0, the app tier should match the licensed user tier for Jira. Even if fewer users want to use the app than your Jira license, the two licenses should match exactly.Note: While this app has features specific to Jira Service Desk, the app is technically available across the whole Jira instance. Therefore the above guidelines for the license tier still apply.

    Do you offer academic, community, or open-source licenses?

    For server apps, purchase and renewal is half-price if you have an academic license for your Atlassian host product. Server apps are always free for community and open-source licenses.

    For more details about qualifying for special licenses, see here.

    Can I extend my free trial?

    For server apps, you can extend your app trial up to 5 times - in other words, for up to six months. Extend your trial by generating a new evaluation license key from Atlassian Marketplace. Click Try it free and you'll be directed to generate a new license. Paste this license key into the app listing in UPM from your Atlassian host product, and you're all set.

    How can I buy apps for my legacy Jira Server or Confluence Server license?

    If you own a legacy Jira Server Unlimited (100+ users) or Confluence Server Unlimited (2000+ users) license purchased in 2012 or earlier, legacy app pricing is no longer available. You have two options for app purchasing:

    • Purchase the app at the non-legacy Unlimited (10000+ users) tier.
    • Renew your Jira or Confluence license at a non-legacy tier, then purchase the app at the same tier.

    Learn more

    Teamlead is an Atlassian Verified vendor, committed to providing support for their apps at least 8 hours a day, 5 days a week.

    Teamlead is an Atlassian Verified vendor, committed to providing support for their apps at least 8 hours a day, 5 days a week.

    Vendor support resources

    Documentation

    Find out how this app works.

    Wiki

    Collaborative documentation platform hosted by this vendor.

    See existing Q&A in Atlassian CommunityAsk a question in the Atlassian Community

    Atlassian-hosted discussions connect you to other customers who use this app.

    Vendor support resources

    Documentation

    Find out how this app works.

    Wiki

    Collaborative documentation platform hosted by this vendor.

    See existing Q&A in Atlassian CommunityAsk a question in the Atlassian Community

    Atlassian-hosted discussions connect you to other customers who use this app.

    Versions

    Jira Cloud Released 2018-01-03

    Summary

    End of beta testing

    Versions

    Version 1.9.6.5 Jira Server 7.2.0 - 7.7.2 Released 2018-02-13

    Summary

    Major bug fixes

    Installation

    1. Log into your Jira instance as an admin.
    2. Click the admin dropdown and choose Atlassian Marketplace. The Manage add-ons screen loads.
    3. Click Find new add-ons from the left-hand side of the page.
    4. Locate CRM for Jira - Customers & Sales via search. The appropriate app version appears in the search results.
    5. Click Try free to begin a new trial or Buy now to purchase a license for CRM for Jira - Customers & Sales. You're prompted to log into MyAtlassian. CRM for Jira - Customers & Sales begins to download.
    6. Enter your information and click Generate license when redirected to MyAtlassian.
    7. Click Apply license. If you're using an older version of UPM, you can copy and paste the license into your Jira instance.

    To find older CRM for Jira - Customers & Sales versions compatible with your instance, you can look through our version history page.

    1. Log into your Jira instance as an admin.
    2. Click the admin dropdown and choose Add-ons. The Find new add-ons screen loads.
    3. Locate CRM for Jira - Customers & Sales.
    4. Click Free trial to download and install your app.
    5. You're all set! Click Close in the Installed and ready to go dialog.

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