Why you should manage customers directly on Jira? (Using CRM, of course!)

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Managing customer relationships is one of those tasks that can really make or break a business. If you’re using Jira to keep your projects on track, why not bring your customer management into the same system? With the right CRM tools in Jira, you can manage everything in one place – no need to switch between systems or lose track of important details.

Understanding CRM

Let’s quickly cover what CRM actually means. Customer Relationship Management (CRM) is all about keeping track of your interactions with customers – whether it’s a lead who’s still considering your product, or a loyal client who needs ongoing support. A CRM helps you organize everything from emails to phone calls to meetings, all in one spot.

The main goal of a CRM is to help businesses:

• Track customer data (like contact info, preferences, and purchase history)

• Automate tasks (for example, sending follow-up emails)

• Analyze trends (to understand customer needs better)

• Boost team collaboration (so everyone is on the same page)

Having a CRM in place can really improve how you engage with your customers and help you offer them better service. But let’s talk about how this all fits into Jira.

Who is CRM for in Jira?

If you’re already familiar with Jira, you know it’s excellent for managing projects, tasks, and tracking progress. But did you know you can use it for customer management too?

CRM tools in Jira are useful for:

• Sales teams: Keeping track of leads and deals from start to finish, all in one place.

• Customer support teams: Managing customer issues and resolutions, without having to bounce between different tools.

• Marketing teams: Accessing customer feedback and data to refine your strategies and campaigns.

By bringing CRM into Jira, teams across the board can stay organized and connected – working off the same system, no matter what their specific role is.

Jira and standalone CRMs aren’t really the best options

So, you might be thinking: “Why not just stick to the CRM I’m already using?” Or perhaps you feel Jira is enough on its own. Well, let’s talk about why these two options – Jira on its own and standalone CRMs – aren’t always the best fit when used separately.

• Jira without CRM: Jira is fantastic for tracking tasks, managing projects, and keeping things running smoothly, but it’s not built for handling customer information. You won’t find features like contact management or tracking sales pipelines in the default Jira setup.

• Standalone CRMs: Many CRMs (like Salesforce, HubSpot) do a great job of managing customer relationships, but they often don’t work well with Jira. If your CRM and Jira aren’t integrated, you’ll have to use two separate systems, which can lead to errors, duplicated data, and extra work.

When customer data lives in one system, and your project management lives in another, it can get a little tricky. You’re effectively doing the same thing twice – keeping track of customer info, project status, and tasks – on separate platforms. That’s a lot of extra effort for something that could be simpler.

You Should Manage Customers Directly on Jira. Here’s Why.

Now that we’ve talked about the challenges of using standalone CRMs or just relying on Jira alone, let’s dig into why managing your customers directly in Jira, using CRM tools, is a smarter way to go.

1. Everything in One Place

When you integrate CRM into Jira, all your customer information, project details, and communications live in the same spot. No more switching between tabs or apps to find what you need. You’ve got it all in one system, which makes it easier to stay organized.

2. Smoother Team Collaboration

Here’s the thing: when everyone is working from the same system, it’s much easier for teams to collaborate. Whether it’s sales, customer support, or marketing, they can all stay in the loop about customer updates without constantly sharing info across different tools.

3. Full Transparency

Want to know what’s going on with a customer right now? It’s easy when everything is in Jira. No need to chase down updates or emails. If a customer has a question about a project, your team will already have the context, making it faster to respond and solve any issues.

4. Simplified Processes

Jira is known for its flexibility, and that works in your favor when integrating CRM. You can set up custom workflows, automate follow-ups, track customer interactions, and more – all without leaving the system you’re already familiar with.

5. Better Customer Experience

With everything in one place, your team can work more efficiently and provide faster, more personalized service to customers. When your team has easy access to customer details, they can respond to queries, solve problems, and move deals forward without missing a beat. And happy customers are loyal customers!

6. Fewer Tools to Manage

When everything’s integrated into Jira, you don’t need to worry about managing multiple platforms. You’ve got one tool to handle customer relationships and your projects, which means less time spent switching between apps and fewer systems to learn.

CRM Tools for Managing Customers in Jira

So now that we know why managing customers directly on Jira makes sense, let’s talk about the tools that can help make it happen.

There are a number of CRM tools that integrate directly with Jira, but one of the standout options is SalesForge CRM.

Here’s why we think it’s a great choice:

Why SalesForge CRM for Jira?

SalesForge CRM is designed to work seamlessly within Jira, meaning you don’t need to jump between platforms to manage your customer relationships. Some key features include:

• Sales Pipeline Tracking: Easily track your deals from start to finish, right alongside your Jira tasks.

• Contact Management: Keep all your customer contact details organized within Jira, so you can quickly reference them when needed.

• Task Integration: Link customer-related tasks and issues to your Jira projects, keeping everything connected and on track.

• Reports & Analytics: Get clear insights into customer interactions, project status, and sales progress.

• Automation: Set up automatic reminders and actions, like follow-ups and status updates, to save time on routine tasks.

• Forge App: SalesForge CRM is a Forge app, meaning it’s built on Atlassian’s Forge platform for enhanced security, scalability, and performance.

By using SalesForge CRM with Jira, your team can keep customer information, sales progress, and project tasks together in one system – keeping everyone on the same page and improving productivity.

→ Try SalesForge CRM - Leads, Deals & Customers Management for Jira

Conclusion

Managing your customers directly in Jira, with the help of CRM tools like SalesForge, brings plenty of benefits. You’ll get a more organized system, better team collaboration, and an overall smoother process.

Whether you’re handling customer support, managing sales, or working on marketing, having everything in one place makes your job easier – and your customers’ experience better.

If you’re already using Jira, it’s worth considering how CRM integration can enhance your workflow and boost customer satisfaction. After all, when we can manage everything in one spot, we’re all set up for success.

Tip: Don’t forget to review your CRM workflows periodically to keep everything running smoothly. A little optimization here and there can help you get the most out of Jira and CRM integration.