Using Jira/Confluence as a CRM.

[Adam Taylor]

Has anyone had much success in setting up Jira/Confluence in order to store Customer (Organization) information such as:

• Contract Start/End dates
• Main Contact Name
• Email
• Telephone
• Products Purchased
• Etc

I'm trying to see if we can stored this information in either Jira/Confluence (maybe both) and then set up alerts for our Sales team so that they can reach out to our customers and look to renew contracts, sell new products etc. 

I've found it hard to find anything like this online and a lot of people are pointing towards add-ons (which if i can, i would like to try and avoid)

[Dirk Ronsmans]

Hey @Adam Taylor 

what products do you have available right now?

Of the top of my head this seems like something you can store and automate using Assets which comes with JSM Premium. 

You would basically set up contract management. 
Possibly enriched with documentation in Confluence although you can also add attachments to a Assets object

[Yuliia Maidanova - Mria Labs Inc_]

Hi @Adam Taylor 

You could set this up in Jira with custom fields and automation, but it gets tricky once you want things like multiple contacts per company or reliable reminders.

That’s exactly what Mria CRM: CRM for Jira Teams is built for — it gives you Leads, Companies, Contacts, Products, and Deals as native records in Jira, with timelines and notifications included. It comes with a 30-day free trial and is free for teams of up to 10 users.

Yuliia Maidanova
Mria Labs Inc.

[Ian Snead]

@Adam Taylor I am looking to do the same thing. Did you have any luck using Jira/Conf for contract management with start/end dates, product info etc?

[Adam Taylor]

Thanks @Dirk Ronsmans , we are currently using JSM Standard with a view to moving to premium next year. I had seen assets on a view sites and thought that we would need that at some point. Thank you