Atlas CRM

Work efficiently, gain customer insight & increase conversion

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Manage your Sales in Jira and Confluence
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. Sales management is currently only available for Cloud users.

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, simply managed in Jira.

Track the sales
Easily track your sales' statuses, the customer they relate to, and the amount of money involved. Have a full overview of Sales related pages for example contracts, briefings, invoices, and research.

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.

Documentation & roadmap

Read our documentation for Atlas CRM Cloud, Server and Data Center.
Documentation

Support

We help you to achieve amazing results! Get in touch if you have any questions
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