Getting started with Atlas CRM

Get started with Atlas CRM by learning about the core concepts of the add-on:

  • Manage customer information
  • Link JIRA issues to customer profile
  • Link Confluence pages to customer profile
  • Manage sales

Manage customer information

The customer profile stores general information about your customer, such as contact information, the product they use, social media information and more. Whenever you or anyone else in your team needs to know up-to-date information about a customer, the customer profile is where you can find it.

You can create customer profiles at two levels:

  • Companies
  • Contacts

Learn more about managing customer information

Link issues to the customer

To add more context, you can link JIRA issues with the customer profiles. You will immediately know what work your team is doing for this customer at any given moment. To use this feature you have to install Atlas CRM for JIRA.

The customer profile has an overview with all connected issues, so you can easily find out what work is connected to the customer.

The feature also works vice-versa. When you open an JIRA issue, the connected company and contact immediately inform you which customer the issue is about.

Learn more about connecting JIRA issues to customer profiles

Link pages to the customer

If you save information about your customers to Confluence pages, you can simply select the company or contact that the page is about. The page will then be added to the company and contact and you can access the overview of all related pages to the customer under the customer profile. To use this feature you have to install Atlas CRM for Confluence.

Learn more about connecting Confluence pages to customer profiles

Manage Sales

Atlas CRM allows you to manage your sales funnel inside Atlassian tools. Sales help you to be up to date with all the sales in every stage of the journey. Link sales with customer profiles and issues related to every sale.

Lean more about managing sales with Atlas CRM

Dig deeper

Filter issues with JQL integration

Export CRM data