Atlas CRM

Atlas CRM offers seamless integration between your customer data and Atlassian tools. Get insight into your customers' wants and needs.

Check out our documentation for server/data center or cloud

Work efficiently

Intuitive interface with the latest information about customers. You no longer need to leave your Atlassian tooling to access information.

Gain customer insight

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.

Increase conversion

Manage the work you are doing to close sales. Convert more leads by tracking them in your customizable sales funnel.

Customer information

Intuitive interface with the latest information about customers. You no longer need to leave your Atlassian tooling to access information.

Company and contact 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.

Link contacts to a company

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.

Gain customer insight

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.

Related issues

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

Transform the way your teams work

Manage your sales

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.

  1. Optimized to minimize user error

  2. Update user information

  3. Filtered views by role and team

  4. Customized sales funnels

Close more deals

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.

Visualize your sales

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.

Additional features

Access customer information anywhere, on your favourite device with the Jira Cloud app. Get even more out of Atlas CRM with the Atlas CRM API, enabling you to use Atlas CRM together with third party software.

Atlas CRM API

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 Server and Data Center instances and will be soon released voor Atlas CRM Cloud.

Mobile

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.

Great product and best service available. Always adding new features and open to new ideas.This product is good add-on for both Jira and Confluence and what we needed. It's simple and clean.

Kristján Ævarsson

Try Atlas CRM for free

Visit us on

Valentino Semeria

Only just starting to work with Atlas and so far so good. We really want to stick with Jira. Import from our old system was straightforward, and when I hit an issue it was dealt with comprehensively by phenomenal and when I say that I mean p-h-e-n-o-m-e-n-a-l support!

Alex Carr

The level of support from this team is phenomenal, they went above and beyond to provide a solution to get some advanced time tracking reporting based on client. They also did it very quickly.The feature set is simple, which suits our current sales process but with the dedicated team we already see regular feature updates.

Read the whole story

Claudia Haarman

We recently started using Atlas CRM and are very happy so far. Both the software and the level of support are great! The team even implemented our feedback within a short notice. Thanks a lot!

Read the whole story

App support

For questions about our apps, feature requests or bugs, contact us via our support channel.

Documentation

Check out our documentation for server/data center or cloud if you have any questions about how our apps work and how to install them.

Roadmap

Check our roadmap to see what we’re working on in the (near) future.

Try Atlas CRM for free

Download the app and start working more efficient today.

VISIT US ON

Avisi Apps builds apps you can trust

We have a SOC 2 declaration
We are ISO 27001:2017 certified
We maintain all GDPR standards