Atlas CRM Cloud
  • Atlas CRM Cloud
  • Release notes 2025
  • Release notes 2024
  • Release notes 2023
  • Release notes 2022
    • November 21st
    • September 8th
    • June 14th
    • June 1st
    • May 19th
    • May 11th
    • March 31st
    • March 15th
    • March 9th
    • March 2nd
    • February 21st
    • February 16th
    • February 4th
    • February 2nd
    • January 22nd - Atlas CRM 2.0
    • January 13th
    • January 10th
  • Getting started
    • Checklist
    • Core concepts
    • Installation
    • Language settings
    • Pricing
  • User functionalities
    • Companies
    • Contacts
    • Sales
    • Jira issues
    • Interactions
      • Manual Interactions
      • Gmail Integration
        • Installation
        • Feature overview
        • Admin settings
      • Outlook Integration
        • Installation
        • Feature overview
        • Admin settings
      • Jira Service Management Requests
    • Custom JQL
      • Practical examples
      • Queues in Jira Service Management
      • Gadgets on dashboards
      • Custom JQL automations
    • Confluence pages
    • Export
    • User preferences
  • Gmail integration
  • Admin configuration
    • Templates
    • Import
    • Sales configuration
    • Atlas CRM data on Jira issues
    • Access and User roles
      • Granting access to Atlas CRM
      • Customising User roles
    • Automations
      • Triggers
        • Issue created
        • Issue comment added
        • Issue updated
        • Contact linked to issue
        • Company linked to issue
        • Sale linked to issue
      • Actions
        • Link company based on custom field
        • Link contact based on custom field
        • Link contact based on reporter's email
        • Link company based on reporter's email
        • Copy template fields to custom fields
        • Link a linked company
        • Link a linked contact
        • Log issue as interaction
      • Configure an automation
        • Select trigger and actions
        • Publishing your automation
        • Disabling an automation
    • User synchronization
    • JSM Connect
    • API
      • Authentication
      • Endpoints
  • Privacy / Security
    • Security policy
  • Relevant links
  • Marketplace
  • Support
  • Roadmap
  • Server / Data Center documentation
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  • Getting Started with Atlas CRM
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Atlas CRM Cloud

The #1 Native CRM for Jira & Confluence

Last updated 5 months ago

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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

  1. Follow environment.

  2. Explore how to link and to Customers

  3. from another CRM using a CSV file.

  4. Learn about Interactions (Gmail, & )

  5. Set up to auto-populate Atlas CRM with JSM customers and link them to issues.

Trending docs

Need help?

If you need help or have questions about the documentation, don’t hesitate to . We’re here to help you get the most out of Atlas CRM.

Want to chat with a real person? with Greta—she’s happy to help you explore how Atlas CRM can fit your needs!

reach out
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the checklist to set up your CRM
Jira issues
Confluence pages
Import your data
JSM
JSM Connect
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Read on how to get started with the Microsoft Outlook Add-in

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Learn how to install and get started with the Gmail app

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See how to get your JSM tickets into the Customer interactions overview

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How to use Custom JQL to create queus, dashboards and more!

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Learn how to effectively manage your Sales in Atlas CRM

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Set up your Customer and Sales templates so they fit your business

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