Documentation
Atlas CRM bridges the gap between your work, your documentation, and your customers—bringing everything together in the secure and integrated Atlassian platform. With Atlas CRM, you can stop piecing together customer data from scattered tools and start seeing the whole story and every opportunity in one place.
Whether you’re logging interactions, managing sales, or connecting customer data from Jira Service Management, Atlas CRM keeps customer relationships at the center of your workflow. Built directly into Jira and Confluence, it ensures your customer information is accessible, organized, and safe.
Getting Started with Atlas CRM
Follow the checklist to set up your CRM environment.
Explore how to link Jira issues and Confluence pages to Customers
Import your data from another CRM using a CSV file.
Set upJSM Connect to auto-populate Atlas CRM with JSM customers and link them to issues.
Trending docs
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Read on how to get started with the Microsoft Outlook Add-in. Read more
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Learn how to install and get started with the Gmail app. Read more
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See how to get your JSM tickets into the Customer interactions overview. Read more
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How to use Custom JQL to create queues, dashboards and more! Read more
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Learn how to effectively manage your Sales in Atlas CRM. Read more
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Set up your Customer and Sales templates so they fit your business. Read more
Need help?
If you need help or have questions about the documentation, don’t hesitate to reach out. We’re here to help you get the most out of Atlas CRM.
Want to chat with a real person? Book a call with Greta—she’s happy to help you explore how Atlas CRM can fit your needs!