Sales CRM - Customers & Deals - Gmail & Outlook in Jira
Manage customers, contacts, deals, and sales workflows inside Jira with CRM records linked to issues.
J SoftPaid
Atlas CRM - Customers and Sales in Jira
by Avisi Apps bvAtlassianPaid
Manage customer information, interactions, issues, and sales inside Jira.
PRICINGPaid
DEPLOYMENTCloud · Data Center · Server
CATEGORYSales and customer relations
UPDATED ON MARKETPLACE
What it does
Atlas CRM stores customer information within Jira Software, Jira Work Management, and Jira Service Management, with availability for Confluence pages. It links Jira issues with customers and sales, logs interactions from Gmail and Outlook, and supports customer requests and issues. A customizable sales funnel tracks opportunities from first contact to closed deal, with reminders. Customer and company overviews, access roles, JQL, automations, and REST API integration are also provided.
Key capabilities
from the Atlassian Marketplace listingCustomer information management
Stores customer information inside Jira and provides customizable company and contact overviews.
Interaction logging
Logs customer interactions from Gmail, Outlook, and Jira Service Management.
Sales funnel management
Tracks sales activity through a customizable funnel from initial contact to closed deal.
Customer issue linking
Links Jira issues to customers and sales.
CRM access roles
Controls access to CRM data through custom user roles.
JQL integration
Provides integration with Jira Query Language.
Process automations
Supports automations for CRM processes.
REST API integration
Provides integration possibilities through a REST API.
Use cases
- A team can track a customer relationship from first contact through a closed deal within Jira.
- Customer requests and related Jira issues can be managed alongside customer information.
- Meetings, calls, reminders, and files can be added to a customer record.
How it compares
Atlas CRM is paid and supports cloud, server, and data-center deployment. Sales CRM - Customers & Deals - Gmail & Outlook in Jira, CRM & Sales, Quote, Order Management for Jira, Mria CRM, and Mria CRM: Outlook Connector are cloud-only; the first and the last three are paid, while CRM & Sales, Quote, Order Management for Jira is free. CRM for Jira (Customers & Sales) is paid and supports data-center, cloud, and server deployment.
| Name | Pricing | Deployment | Updated |
|---|---|---|---|
| this plugin | Paid | Cloud · Data Center · Server | |
| Sales CRM - Customers & Deals - Gmail & Outlook in Jira | Paid | Cloud | |
| CRM & Sales, Quote, Order Management for Jira | Free | Cloud | |
| Mria CRM | Paid | Cloud | |
| Mria CRM: Outlook Connector | Paid | Cloud | |
| CRM for Jira (Customers & Sales) | Paid | Cloud · Data Center · Server |
In the catalog
87 plugins in Jira · Sales and customer relations
Price distribution: 30 free, 23 freemium, 34 paid
More Atlassian plugins • Sales and customer relations plugins
Pricing & deployment
Platform
Atlassian
Product
Jira
Deployment
Cloud · Data Center · Server
Pricing
Paid
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What the vendor says
«Atlas CRM offers a solution to manage customer information inside Jira Software, Jira Work Management and Jira Service Management. It is also available for Confluence pages. Work smarter by keeping your customer information inside your project management tools. Stay up-to-date with customers, requests and issues .»