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 · Accepted solution]

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.

[Anastasia Andriyanova _Teamlead_]

Hi @Theresa Barnard ,

You’ve described exactly the challenge we're solving ourselves — keeping all customer data organized and secure within Jira. That’s why we built and now use CRM for Jira (Customers & Sales). It lets you:

• Store customer information in custom directories (Contacts, Companies, etc.), right inside Jira

• Link Jira issues with CRM entities — either manually or automatically

• Import/export contacts via CSV and track customer correspondence within your Jira workflow

• Ensure customer data stays internal, with no external access

We’re Teamlead, an official Atlassian Partner, and our own team relies on this app daily — so nothing slips through.

We’d be happy to show you how it works (especially how it keeps customer information secure and invisible to customers). Feel free to book a quick demo here, or drop us a line at support@teamlead.one 

Looking forward to chat!

[Ankita Mehta]

Hi @Theresa Barnard

You’ve got a few good options here, but before picking a CRM app inside the Atlassian stack, it helps to think through a few basics:

• Data access – Make sure customer records stay internal-only and aren’t exposed to portal users.
• Email integration – Since you use Outlook, check for reliable two-way linking between emails and Jira issues.
• Ease of linking – You’ll want to connect customers, tickets, and correspondence without too much manual work.
• Scalability – Choose something that can grow with your team’s needs, not just solve for the short term.
• Reporting – Consider whether you need quick overviews (e.g., all issues for a customer) or deeper analytics.

If you find marketplace CRMs too limited or need to connect Jira with a full-featured external CRM while keeping everything private, OpsHub Integration Manager, an enterprise – grade integration tool and an Atlassian Partner is worth exploring. It can help you bridge Atlassian stack (Jira, Jira Align, Jira plugins, etc.) with tools like Dynamics 365, HubSpot, or Salesforce, keeps data in sync without coding, and ensures customers never see internal records.

Have questions or want to see a demo, drop us a line and we 'll get in touch with you :)

Hope it helps!

[Anna Bob]

Integrating CRM software within Atlassian tools like Jira can significantly enhance team collaboration and streamline customer relationship management. While Jira is primarily designed for project and issue tracking, integrating it with CRM applications can provide a unified platform for managing customer interactions and project workflows.

However, implementing such integrations requires careful planning and expertise to ensure seamless functionality and alignment with business objectives. Collaborating with a partner CRM implementation consultant can provide valuable insights and guidance throughout the integration process. These consultants specialize in customizing CRM solutions to fit your organization's specific needs, ensuring that the integration enhances productivity and delivers a positive return on investment.

By leveraging the expertise of a CRM implementation consultant, businesses can optimize their CRM systems, improve customer engagement, and achieve more efficient project management within the Atlassian ecosystem.