Atlas CRM brings your customer information into Jira and Confluence, so your teams can see who they’re working for without switching tools.
Companies, contacts and sales
Atlas CRM is built around three objects:
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Companies are the organizations you do business with. See Companies .
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Contacts are the people you’re in touch with. Link a contact to a company to show they work there. See Contacts .
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Sales are opportunities or deals. You link the companies and contacts involved and move the sale through your sales funnel until it’s won or lost. See Sales .
Admins decide which information each object holds by customizing its Templates, and set up the stages of the funnel in Sales configuration. Users can log calls, meetings and emails on each object as Interactions.
Linking to Jira and Confluence
You can link Jira issues to companies, contacts and sales. This gives you one overview of all work done for a customer or deal. With the Atlas CRM app for Confluence installed, you can also link Confluence pages, such as meeting notes or contracts.
Examples
Example A: A customer creates a helpdesk ticket in Jira Service Management. This ticket (a Jira work item) can be linked to a company in Atlas CRM. By linking multiple tickets to a company you'll get an overview of all work being done for that company, allowing you to offer specialized support for that customer.
Example B: A sales representative is working on a contract with a potential customer. For the deal to be completed certain features have to be added to your product before the sale can go through. By linking the backlog items of those features to a sale the sales representative can easily track progress on those features, inform the potential customer, and close the deal when the features are added.