Customers

Customer relationship management inside Jira. That is the core of Atlas CRM. It places the customer at the core of Atlassian products.

Companies and contacts in Jira and Confluence.

When you have installed Atlas CRM in Jira or Confluence, you can access your companies and contacts with the Atlas CRM link in the home of your Jira. This link will open Atlas CRM, where you will find Companies and Contacts in the menu.

Companies & contacts

Atlas CRM introduces three new objects in Jira or Confluence: Companies, contacts and sales. We use companies and contacts to represent our customers. A customer often looks like a company with several contacts. More about sales can be found here.

Customer information

The main difference between companies and contacts is the information you can save inside them. Companies and contacts each have their own template. General information such as contact information, social media information and addresses. But also information that is more specific to your business. For example: the products they are using, customer size or support tiers.

The information that you can save for a company and contact is defined in a template. Your admin can change these templates to allow you to save any information that you would like.

Linking contacts to companies

You can link a company and a contact together to document their relation and define a role on this link. It's common to link employees to a company and add the role(s) they have within the company. This gives you a complete overview of the customer.

You can link contacts to multiple companies in Atlas CRM if necessary. You can use roles to distinguish between the several companies.

Linking pages to customers

Because Atlas CRM works within Confluence, you can link your customers to pages. It's also possible to manage sales in Atlas CRM and link your customers to sales.