Mria CRM for Jira Now on the Atlassian Marketplace: How to Get Started
We’re excited to share that Mria CRM for Jira is now live on the Atlassian Marketplace.
Developed by Mria Labs Inc. and built on Forge, Mria CRM introduces a new approach to customer management inside Jira. Instead of customizing issue types or stretching dashboards to fit CRM needs or relying on heavy external CRMs with complex and costly integrations, it provides dedicated records for Leads, Deals, Contacts, Companies, Activities, and Products - all linked to the work your teams already run in Jira.
In this article, we’ll look at why CRM in Jira matters, who can benefit from this approach, and how to get started with Mria CRM step by step once it’s installed from the Atlassian Marketplace.
Unifying Work and Customers in Jira: Why It Matters
Jira is already the place where many teams plan, deliver, and support their work. Sales, however, often happens in a separate CRM. That separation creates friction: context gets lost between tools, updates are delayed, and teams spend more time syncing data than moving deals forward.
When CRM lives in Jira:
- Sales and delivery stay aligned - the same records and timelines are visible to both teams. No re-entering data or re-explaining context.
- Customer context is never lost - engineers, support, and success managers can see what was promised during the sales process.
- No extra systems to maintain - one login, one set of permissions, one source of truth.
- Reports cover the full lifecycle - from first opportunity through delivery and long-term support.
When CRM is unified with Jira, customer management stops being a separate process and becomes part of the same workflow that drives the rest of the business.
Who Mria CRM for Jira Is Built For
Mria CRM is designed for teams that want to manage customers directly in Jira, alongside their projects and issues. Instead of juggling separate systems, teams can track opportunities, organize relationships, and link customer records to the work already in progress. It can help in different ways depending on team size and setup:
- Small teams and startups - use it free for up to 10 users and manage customers and sales without adding another heavy platform.
- B2B product and service teams - align sales, delivery, and customer success in one system so everyone has the same view of customer activity.
- Enterprises - reduce tool sprawl and gain the trust of a Forge-built app that runs securely within Atlassian’s cloud.
- Cross-functional teams - connect opportunities, deals, and customer records directly to Jira issues, so sales, engineering, and support all work from the same context.
How to Get Started with Mria CRM: CRM for Jira Teams
To begin, install Mria CRM from the Atlassian Marketplace. Installation takes just a few clicks, and once it’s added, you’ll find Mria CRM available directly inside Jira.
Mria CRM is built around a simple structure that adapts to your sales process rather than forcing you into one:
- Leads and Deals are your workspaces. A Lead is an early-stage workspace for discovery and qualification, while a Deal is a structured workspace that moves through your pipeline toward revenue. Some teams use both - starting with Leads and converting qualified ones into Deals. Others skip Leads entirely and create Deals right away. The choice depends on how your team handles qualification.
- Contacts and Companies are your records. They hold the people and organizations you work with and connect directly into Leads and Deals. They give you the context: who you’re working with and where they belong. Each Contact record shows the Company and every Deal or Lead they’re involved in. Each Company record shows all related Contacts, Leads, and Deals in one view.
- Activities build your timeline. Notes, tasks, and meetings create a clear history of every interaction, showing how relationships develop over time. They also keep the team aligned by making the next steps visible.
- Products define what you sell. They can be linked to Leads and Deals with details like pricing, quantity, tax, and discount to make the scope and value clear.
With these building blocks in place, here’s an ideal first journey that you can adapt to your process.
Start with a Lead (optional)
If you log early opportunities as Leads:
- Create a Lead with just a name and email (minimum required).
- Assign it to yourself or a teammate and choose a status (default is New).
- Add Activities: a note (e.g. “Contacted via LinkedIn”), a scheduled meeting, or a follow-up task.
- Link Jira issues if there’s already work connected to this opportunity.
Qualify Lead into a Deal
When the Lead is ready to move forward, convert it into a Deal. To do this, the Lead needs a linked Contact and Company, both of which can be created on the spot. Mria CRM will pre-fill known details, so you’re not typing everything twice.
During conversion, give the Deal a Name, Amount, Assignee, and Stage. Later, you can enrich it with more detail as needed.
Start directly with a Deal
If your team prefers to log only qualified opportunities, you can skip Leads and create a Deal directly. Before you do, make sure the right Contact and Company are in the system because every Deal must be linked to both.
Once the Contact–Company pair is in place, you can create the Deal by giving it a name, stage, assignee, and amount.
Manage the Deal
Whether you’ve converted a Lead into a Deal or created a Deal directly, the Deal card becomes your main workspace for developing and closing the opportunity.
Inside a Deal, you can:
- Use the Activities timeline - add notes, log calls, schedule meetings, and assign tasks. Every action builds a clear history of the relationship and keeps the team aligned on next steps.
- Work with Contacts and Companies - see exactly who is involved and which account they belong to. You can link multiple Contacts to a Deal, with the option to mark one as primary.
- Add Products - attach the specific products or services being sold, complete with price, quantity, tax, and discounts. This makes the Deal’s value explicit and ensures scope is clear for handoff.
- Link Jira issues - link any related work items to keep delivery and sales in sync, whether during the sales cycle or after the Deal is won.
For a broader perspective, open the Kanban pipeline view. Here, every Deal appears in its stage with key details visible at a glance.
Move Deals forward as they progress, and when an opportunity is closed, update the stage to Won.
Build out the bigger picture
While Leads and Deals are your main workspaces, Mria CRM also gives you the surrounding structure that makes customer management complete.
- Contacts and Companies records give you the relationship context around your opportunities.
- A Company card shows all the Contacts within it, along with every Lead and Deal tied to that account.
- A Contact card shows the Company they belong to and all the opportunities (Leads or Deals) they’re involved in.
You can create Contacts and Companies independently, or directly during the Lead-to-Deal flow.
- Products give structure to what you sell. Stored in their own section, they act like a catalog that can be linked to any Lead or Deal, with details for quantity, tax, discounts, and price. This makes opportunity value explicit, ensures consistent revenue tracking, and clarifies scope for delivery teams. Products are especially useful for SaaS vendors managing licenses, services firms packaging hours or plans, and product-based businesses tracking items or bundles. They can either drive the Deal amount automatically or stay flexible if your process requires it.
For teams that want to go deeper, we’ve prepared detailed resources:
- 📘 Documentation – Step-by-step setup and usage guides
- 🎥 Demo Video – Watch how the core modules work
- 📅 Roadmap – See what’s coming next
- 💬 Support – Reach out to our team directly
These resources walk through every feature in more detail, so you can adapt Mria CRM to your team’s exact process.
👉 Start your free trial today: install Mria CRM for Jira on the Atlassian Marketplace. We’d love to hear your feedback on how it works for you.
The app is free for teams of up to 10 users.
