Taking Things Apart to Build Something Better

We haven't shipped much lately.

Not because we're slowing down. Not because we're out of ideas. We've been building the foundation for what comes next.

Early next year, we're releasing a completely rebuilt version of Atlas CRM. It's Forge-native, which sounds technical and boring until you realize what it means: Atlas CRM is getting ready for the next decade of work in Atlassian.

For us, this goes beyond migration. We touched more than 40 screens, listened to your feedback, and improved everything we could along the way. Here’s what’s changing and why it matters.

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What You're Getting

‍Navigation That Matches the Rest of Atlassian

Remember when you first opened Atlas CRM and had to learn where everything was? That friction is gone.

The new navigation works just like Jira and Confluence:

• Vertical navigation on the left
• Global search at the top
• Quick access to filters and recent items
• Everything where you’d expect it

Why this matters: your team already knows how to use this interface. New users get up to speed faster. Sales reps switching between Jira issues and customer accounts don’t have to think about where the search box is.

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A Home Page That Actually Helps

Your day, front and center.

The new home page gives you:

• Recent activity at a glance (what’s been happening with your customers)
• Quick access to customers you’re actively working with
• “Pick up where you left off,” just like Jira and Confluence

Why this matters: you’re juggling multiple deals, customer conversations, and follow-ups. The home page becomes your command center. You see what needs attention, jump back into active conversations, and stay on top of your pipeline without digging through lists.

This follows the same pattern Atlassian uses across their products because it works. Coming back after a meeting or first thing Monday morning, you’ll know exactly where to start.

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More Visual, More Context

CRM data shouldn’t just sit in fields. You should see patterns, trends, and what’s actually happening in your business.

We’re introducing:

• New gadgets that show your sales pipeline visually
• Better at-a-glance reporting
• Preparation for Atlassian Home integration (Atlassian’s new unified dashboard)
• Visual indicators that surface what needs your attention

Why this matters: numbers in a spreadsheet don’t tell you much. Visual reporting helps you spot trends, like which deals are stalling, where opportunities are heating up, and which customers need attention. You make better decisions when you can see your data, not just read it.

When Atlas CRM appears in Atlassian Home (rolling out across the platform), your CRM insights will sit alongside your Jira issues and Confluence updates. Work context and customer context in one place.

Note: The designs and visuals shown in this post are part of an early exploration phase. They may evolve based on technical development, user feedback, and new insights as we continue shaping the best experience for you.

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40+ Screens, All Improved

We didn’t just move Atlas CRM to Forge and call it done. Every screen we touched got better.

Why this matters: you told us what was clunky, what took too many clicks, and what could be clearer. We listened. Wherever we could improve the experience while migrating, we did. Better tables, cleaner layouts, smarter defaults.

Think of it like renovating a house. You don’t just move walls; you fix the wiring, upgrade the plumbing, and make everything work better while you’re at it.

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What This Foundation Unlocks

Atlas CRM now runs on Atlassian’s Forge platform, giving us the foundation to connect with what Atlassian is building next. This means we can start exploring deeper connections across products, like Rovo and the Teamwork Graph, as they continue to evolve.

The Teamwork Graph is Atlassian's data intelligence layer. It connects the work objects across your organization, your projects, pages, goals, teams, and now your customer data. It understands how everything relates to everything else.

Rovo is Atlassian’s AI, now used by over three million people. It’s available to all standard edition customers at no extra cost.

We’ve prepared Atlas CRM for this future. The groundwork is done, and we’re ready to start building on it.

Here’s what this could look like as these systems mature:

• Scenario 1: Working on a project in Jira
  Rovo could surface which customers are linked to a project, pull in relevant deals from Atlas CRM, and show your team’s last conversatio, all in one view.
• Scenario 2: Planning next quarter in Confluence
  Atlas CRM data could flow into planning docs automatically, renewals, health scores, and pipeline updates visible right alongside project plans.
• Scenario 3: Asking Rovo a question
  “Which customers are at risk this quarter?” Rovo could see your CRM data, understand your team’s definition of “at risk,” and respond based on real customer activity.

These are the kinds of experiences this new foundation makes possible. We’ve built Atlas CRM to fit into the future Atlassian is shaping, not just to keep up with it.

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What Happens Next

We’ll keep you updated as we get closer to launch.

We’ve been quiet because we’re building something that matters. Not for a deadline, but for the next decade of Atlas CRM.

This release is the foundation. We can’t share everything yet, but here’s a little spoiler: better sales reporting, smoother interactions, and a few long-requested gems are on the way!

We couldn’t build them on the old foundation. Now we can.

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Have Your Say in What’s Next for Atlas CRM!

Want a say in what comes next?
You can vote on our public roadmap here.

Curious already?
The exploratory prototype is live. You can try it out here, it might take a moment to load.

Want to go a step further?
Join Atlas Labs, our user research group for Atlas CRM. Just reach out to our support and say you’d like to be added. We’ll take it from there.

Your feedback keeps us moving in the right direction.

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Ready to see what’s next? Watch this space.