CRM software/app inside Atlassian

[Theresa Barnard]

Hi everyone,

We are looking for a CRM app inside the Atlassian stack. Any recommendations ?

There are so many changes in Atlassian this year and a lot of apps are also making changes so I wanted to reach out to you and hear your feedback if you do use any of the apps.
We mostly need it to add our customers, link emails and update correspondence and we use microsoft outlook, so link mails. 

But keeping the customer information in one place is crucial.

I don't want the customers to have access to this.

Thanks

Theresa

[Aron Gombas _Midori_ · Accepted solution]

I think Jira Service Management assets is a really powerful and customizable way to model your customers and contacts! Assets are flexible enough to serve a multitude of use cases, including CRM. (We ourselves implemented this approach.)

But, there are also several apps to implement CRM within the Atlassian platform or by integration an external CRM solutions.

[Antonio Panea Pastor · Accepted solution]

Hi @Theresa Barnard ,

Toni from Crmble CRM for Jira here. You can upgrade your Jira experience by smoothly integrating contact and deal management into your system. Easily convert Jira cards into comprehensive deals, complete with multiple contacts and Email conversations. You could also connect your Gmail or Microsoft account and let Crmble organize your email conversations by deal and also use templates for consistent communication.

It also gives you the chance of organizing them by oprganization/company and you will get a cool Dashboard to show you Won deals summary.

If you would like to set up a demo or just see how it works please let me know!

Best,

Toni

[Theresa Barnard]

Hi @Antonio Panea Pastor we would love a demo and what it can do.

[Antonio Panea Pastor]

Hi @Theresa Barnard , sure. Please find our Demo Calendar here:

https://calendar.google.com/calendar/u/0/appointments/schedules/AcZssZ0EDudpA6iWv6xP9cTln1GZdiXu9-epuRyegj7SG_2ib8lOVASmqGodaGDT7Qqp7VyMfPotA2CL

Best,

Toni

[Robin Kon]

For a CRM inside the Atlassian stack, try Jira Service Management for basic customer management, or consider HubSpot for Jira or Salesforce Integration for Jira for more robust CRM features.

Both integrate with Microsoft Outlook, let you store customer data, and keep it private from customers. These options should meet your needs without exposing customer info.