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Check out our documentation for server/data center or cloud
Intuitive interface with the latest information about customers. You no longer need to leave your Atlassian tooling to access information.
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Seamless integration between your customer data and Atlassian tools. Gather Jira issues and Jira Service Desk requests and get a single view of your customer needs and wants.
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Manage the work you are doing to close sales. Convert more leads by tracking them in your customizable sales funnel.
Intuitive interface with the latest information about customers. You no longer need to leave your Atlassian tooling to access information.
Intuitive interface with the latest information about customers. You no longer need to leave your Atlassian tooling to access information.
Templates
Templates define what information you can save for each company and contact. The default template contains popular fields that get you started in no-time.
Update the template
Admins have the option to update templates, so you can save information that fits your business.
The customer profile consists of a company and its contacts. Link contacts to one or more companies to indicate who they work for.
Roles
Add a role to the combination of a company and a contact to indicate what someone's function within a company is.
Flexibility
You can link a contact to as many companies as you want. Or it can live on its own. You have the flexibility to do as you see fit.
Seamless integration between your customer data and Atlassian tools. Gather Jira issues and Jira Service Desk requests and get a single view of your customer needs and wants.
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.
Find more information about our connection with Jira and Jira Service Management on our Atlas CRM integration page.
View Atlas CRM integrations
Manage the work you're doing to close sales, right inside Jira and Confluence. Track your sales in a visual sales funnel, from lead all the way to contract.
Optimized to minimize user error
Update user information
Filtered views by role and team
Customized sales funnels
Use the power of Jira and Confluence to close your sales! Link issues and pages to your sales and manage the work that needs to be done to make your sale a success.
You have the full control
Set-up your own workflow to close sales. Each issue linked to the sale can have its own workflow.
Track the sales
Track your sales' statuses, the customer they relate to, and the amount of money involved. Have a full overview of Sales related pages.
Get an overview of all your sales, money involved and linked customers. In one visual sales funnel inside Jira and Confluence.
Financial overview
The sales funnel gives you an overview per funnel stage. Find out how many sales each stage has and what their total value is.
Plan work by funnel stage
Go one step further and plan your work according to the funnel stages. You'll know exactly what to do to progress each sale.
Effectively manage users and their permissions in Atlas CRM.
Roles are highly customizable. You can change the default roles and add or change new roles.
Atlas CRM Jira users have access to the Atlas CRM API. The API is designed to build integrations and get the most value out of Atlas CRM or other third party software.
The API offers you multiple endpoints. For example, you can push or retrieve information to use Atlas CRM in combination with a marketing automation, email program or another CRM system.
The API is available for Cloud, Server and Data Center instances.
Atlas CRM is available in the Jira Cloud app. You can access customer data on your favourite device. Link issues to a company, contact or sale and view the latest information of your customer in the customer profile. Jira Cloud mobile is available on Android and iOS for both smartphone and tablet.
Kristján Ævarsson
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Alex Carr
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Claudia Haarman
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For questions about our apps, feature requests or bugs, contact us via our support channel.
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