Atlas CRM Cloud
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Introduction customers
Atlas CRM allows you to do customer relationship management inside Atlassian tooling. Get started with Atlas CRM by learning about the core concepts of the app.

Customers

Customers are at the core of Atlas CRM. You can manage information about your customers right inside Jira and Confluence. Contact information, the products they use, social media information and more.
A customer often looks like a company with several contacts. Atlas CRM enables you to link Jira issues and Confluence pages to customers. This expands not only the customer but also the issue. A link to the customer informs you who the work is for.
Atlas CRM introduces three new objects in Jira: Companies, contacts and sales. We use companies and contacts to represent our customers. Sales are opportunities or deals that go through a sales funnel.

Company / Contact

  • Company: A company can be created to manage all information regarding that company. You are able to link people (contacts) who work for this company.
  • Contact: contact is a person who works for a specific company.
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. Your admin can change templates to allow you to save any information that you would like.

Sale

Sales are opportunities or deals that go through a sales funnel. Win more sales by managing your sales workflow with Atlas CRM. Modify the sales funnel to match your sales workflow. And find an overview of all sales in the several stages of the sales funnel. There is a separate section on sales available here.

Linking companies, contacts and sales

All three objects can be linked to each other. They can also all be linked to Jira issues. More on how to link issues can be found in at Link Jira issues and Link sales and Link pages (Confluence).