Introduction to customers

Customer relationship management inside Jira and Confluence. That is the core of Atlas CRM. It places the customer at the core of Atlassian products.

Companies & contacts

Atlas CRM introduces two new objects in Jira and Confluence: The Company and The Contact. We use companies and contacts to document our customers. A customer often looks like a company with several contacts.

Companies and contacts look and behave very similarly. The main difference between the two is the information you can save inside them. Companies and contacts each have their own template.

Customer information

Companies and contacts allow you to save all kinds of information inside them. General information such as contact information, social media information and addresses. But also information that is more specific to your business. For example: the products they are using, customer size or support tiers.

The information that you can save for a company and contact is defined in a template. Your admin can change these templates to allow you to save any information that you would like.

Linking contacts to companies

You can link a company and a contact together to document their relation and define a role on this link. It's common to link employees to a company and add the role(s) they have within the company. This gives you a complete overview of the customer.

Some people work for multiple companies so, naturally, you can link them to multiple companies in Atlas CRM. You can use roles to distinguish between the several companies.

Linking issues, pages and sales

Because Atlas CRM works within Jira and Confluence, you can link your customers to your work and documents. We do this by linking Jira issues and by linking Confluence pages.

And when you use Atlas CRM within Jira, you can also link the sales you are managing to your customers. Read more about this in the sales documentation.

Companies and contacts in Jira

When you have installed Atlas CRM in Jira, you will find your companies and contacts in the new Atlas CRM menu in the home of your Jira. The Browse Companies and Browse Contacts links navigate you to the respective overview.

Companies and contacts in Confluence

When Atlas CRM is installed in Confluence, your admin has chosen a space for Atlas CRM to work in. In this space, you will find Companies and Contacts in the sidebar of the space.