November 10, 2023

Best CRM for Jira: A Deep Dive into Atlas CRM

Dilara Erecek

Product Marketer

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In a marketplace filled with options, Atlas CRM distinguishes itself as the most installed CRM, with more than 2500 customers placing their trust in our solution. It stands out as a particularly adept choice for those deeply integrated into the Atlassian ecosystem. Jira users are not just looking for any CRM; they seek the best CRM that offers an uncluttered, intuitive interface and a deep integration that feels like a natural extension of their existing workflows. If you're wondering 'Is Jira a CRM?', this blog post explores why Atlas CRM is that premier solution, seamlessly aligning with Jira to bring customer data and project management into a cohesive, unified view.

Seamless Integration: The Heart of Atlas CRM

Jira is a powerful tool for teams across the globe -such as Phillips, Verizon, Allianz- serving as the backbone for project tracking and issue resolution. What sets Atlas CRM apart as the best CRM for Jira is its seamless integration. It’s a symbiotic relationship where CRM functionality lives within the familiar interface of Jira, providing a comprehensive view of customers directly linked to the tasks and issues at hand. With Atlas CRM, there's no need to toggle between systems, ensuring that customer relationships are managed as efficiently as the projects themselves.

Atlas CRM: A Closer Look at Features

For those who navigate the intricate web of project management, the features of their CRM are not just tools; they are lifelines that save time and foster relationships. Atlas CRM shines with its intuitive design that offers:

  • Customer and Sales Data Access: Within Jira, manage contact details, sales opportunities, and track every interaction with ease.
  • Custom Sales Funnels: Visualize your pipeline with customizable stages that reflect your unique sales process.
  • Comprehensive Customer Profiles: Build detailed profiles that include every interaction, from emails to meetings, directly associated with Jira issues.
  • Actionable Insights: Gain insights into your sales performance and customer engagement within the same platform where you manage your projects.

Each feature is designed to minimize the learning curve, allowing teams to get up and running quickly, making it the best CRM for users who want to stay focused on their Jira tasks.

Managing Customer Relationships Within Jira

Atlas CRM stands out by not standing apart. It brings a holistic approach to customer management by ensuring all customer information is accessible where your team already works. This integration goes beyond mere convenience; it means that every Jira issue provides context, every Confluence page contains customer history, and every sales opportunity is tracked alongside project milestones.

User Experience: Atlas CRM's Intuitive Approach

One of the hallmarks of the best CRM solutions is an intuitive user experience, and Atlas CRM delivers. It respects the user's need for straightforward functionality, with a no-frills approach that emphasizes efficiency and ease of use. Users can navigate customer data, update records, and monitor sales pipelines without extensive training or consulting a manual, making Atlas CRM a natural choice for teams wanting a CRM that complements their Jira use without complicating it.

Enhancing Team Collaboration with Customer Data

Atlas CRM's integrated approach to customer data means that when a Jira issue is updated or a Confluence page is edited, the whole team sees the full picture, including customer history and future opportunities. The transparency and accessibility of information foster collaboration, as every team member can see how their work directly impacts customer relationships and, ultimately, the business's bottom line.

Adaptable to Your Business Needs

Every business is unique, and so is its sales process. Atlas CRM is adaptable, providing the best CRM experience for Jira users by allowing you to customize fields, sales stages, and processes to fit your business model. This customization capability means that Atlas CRM grows with your business, ensuring that your CRM system evolves as your sales strategies and customer engagement practices mature and expand.

In-Depth Customer Insights for Jira Teams

With Atlas CRM, Jira becomes more than a project management tool—it becomes a window into the customer's world. By integrating CRM with issue and project tracking, teams gain in-depth insights into customer needs, behaviors, and feedback. This integration allows for proactive management of customer relationships, ensuring that your team can respond to challenges and opportunities as they arise in real-time.

Conclusion: The Best CRM for Jira Users

Atlas CRM proves to be the best CRM for Jira users by aligning with the needs of agile teams. It enhances Jira's robust capabilities with powerful CRM features, making it an indispensable tool for any team looking to deepen customer relationships and drive sales growth.

Security and Privacy Standards

Atlas CRM is committed to upholding the highest standards of data security and privacy. We are proud to maintain ISO 27001 and 27701 certifications, ensuring rigorous management of sensitive information and systematic evaluation of security risks. Additionally, our SOC 2 Type II declaration exemplifies our dedication to secure and responsible data management. Participating in the Atlassian Cloud Security program further reinforces our commitment to security awareness and best practices.

Ready to experience the benefits of the best CRM for Jira? Visit Atlas CRM to learn more and start your journey towards a more integrated, insightful, and customer-focused project management experience.

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