Enrich Jira issues with customer information to make your life easier when working on customer related issues. Add customer information to support requests to focus on helping your customers. Find linked issues of companies and contacts by using JQL.
Enrich Jira issues with customer information to make your life easier when working on customer related issues.
Look up information about the customer you're working for, without leaving your issue. The complete customer profile is available inside Jira issues, allowing you to focus on your work.
Find out what your organization is doing for a customer by viewing all related issues. Is the work of another team influencing you? You can find out without leaving your issue.
Improve your customer support with Atlas CRM and Jira Service Desk. Atlas CRM adds customer information to support requests that allows you to focus on helping your customers.
When a new support request comes in, Atlas CRM will give you an overview of your customer's information, issues and previous support requests.
All information from the customer profile is available in a support request. Licensing information, support tiers, products used and anything else that you save in the customer profile.
Connect your teams
Is the work of another team influencing your customer? The customer profile will show related issues and support requests, to bring your teams together.
When a new Customer signs up for your Service Desk, it will automatically be synced with Atlas CRM. And when a customer updates their information, the Atlas CRM contact will automatically be updated as well.
You will always have the latest information.
The Jira Query Language (JQL) is used throughout Jira in searches and configurations. You can use Atlas CRM to use customer information in your JQL queries.
For example, search for all support issues raised by companies in a certain region, or issues that are linked to an important contact in your CRM.
On Jira Cloud you can create JQL queries with one or more customers. This allows you to create separate Jira Service Desk queues and specific dashboards, for example. Visit the documentation for more information.
Sort issues by customer
Create overviews of issues per customer. Learn what work has recently been finished for this customer or what you are currently working on.
Groups of customers
Create overviews for selections of customers. Track the issues of multiple companies and/or contacts in the same overview.
On Jira Server and Data Center you have access to almost all customer information in your JQL queries. Most fields from the template are available in JQL. Visit the documentation for more information.
Jira Service Desk queues
You can create Jira Service Desk queues for a subset of customers, based on a field in the template. For example: Create queues based on the timezone of your customers.
Dashboard widgets, apps and more
Create widgets for subsets of customers, use customer information in other apps that support JQL and use it in Jira configuration. Whenever JQL is supported, you can use Atlas CRM customer information.
Choose from different actions and triggers and set up your own automation rules.
Atlas CRM automations enable you to automate repetitive tasks and make customer information more accessible. The possibilities are countless.
Accelerate processes your processes with our Atlas CRM blueprints.
We have created pre-built automations called blueprints that allow you to automatically link a contact and company to new Jira issues or Jira Service Management requests.
For questions about our apps, feature requests or bugs, contact us via our support channel.
Check out our documentation for Atlas CRM server/data center or cloud.
Check our roadmap to see what we’re working on in the (near) future.
Atlas CRM offers seamless integration between your customer data and Atlassian tools. The user-friendly interface displays the latest information about your customers' wants and needs. Turn opportunities into sales by tracking them in a customizable sales funnel.