Work more efficiently

Intuitive interface with the latest information about customers. You no longer need to leave your Atlassian tooling to access information.

Customer information
Get an overview of customer information in Jira and Confluence.

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Customer information in Jira issues

Customer information is available in Jira issues.

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Customer information in Service Desk

Add customer information to Jira Service Desk requests.

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Add documents

Plan work that is related to a customer with the Jira integration.

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Gain customer insight

Integration between your customer data and Atlassian tools, to save you from duplicates or outdated information. Gather Jira issues and Jira Service Desk requests to gain more customer insight.

Overview of issues

Get an overview of your activities for a customer. View all Jira issues and Service Desk requests.

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Customer related Confluence pages (Cloud only)

Attach documents that are related to a customer in the customer profile.

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Increase conversion

Create sales linked to companies and contacts. Address all linked issues belonging to one sale. Manage the work you are doing to win sales. Convert more leads by tracking them in your customizable sales funnel.

Sales management

Set up your own workflow to close sales, from lead to contract.

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Sales funnel

Track your sales progress in a visual sales funnel and have an overview of all your sales activities.

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Team work

Collaborate by assigning work to colleagues. Document ownership by assigning the entire sale to a person.

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Additional features

Implement Atlas CRM quickly by importing your customer data. Find essential customer information with JQL.

Import & export

Get started with importing your existing customer data into Atlas CRM, or export customer information for external use.

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JQL

Search for customer information in JQL. Create for example separate Jira Service Desk queues and dashboards.

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Get started with Atlas CRM

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