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Customer interaction

Anastasia Andriyanova _Teamlead_
Atlassian Partner
February 16, 2023

If you use Jira to work on projects, how do you build relationships with clients? Do you use Google spreadsheets or an external CRM?

Actually, you don't need extra functionality - considering that all project information and customer referrals are inside Jira.

2 answers

0 votes
Lauren - New Verve Consulting
Atlassian Partner
March 1, 2023

Hi Anastasia, our app Crumbs is a simple CRM that links a Jira issue to a customer allowing you to view information about your customer organizations in context.

Check out the app on Atlassian Marketplace - https://marketplace.atlassian.com/apps/1222515/crumbs-crm-for-jira - and get in touch if you want any more information:)

Anastasia Andriyanova _Teamlead_
Atlassian Partner
March 2, 2023

Hi, Lauren!

Thanks for your suggestion!

0 votes
Riley Venable
Community Champion
February 17, 2023
You can use Jira Service Management to help customers resolve their issues without creating a request by connecting your service management project to a knowledge base in Confluence. Customers can search in the customer portal and pages in the linked knowledge base space will be suggested, allowing customers to help themselves.
Anastasia Andriyanova _Teamlead_
Atlassian Partner
March 2, 2023

Hi, Riley!
Thanks for your help!

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