5 Real Use Cases for CRM Inside Jira with Mria CRM
Mria CRM has now been live on the Atlassian Marketplace for just over a month. In that short time, we’ve already seen how different teams are putting it to use, not only in sales, but across customer success, product, finance, and support. The common thread is simple: by linking Leads, Deals, Contacts, and Companies directly with Jira issues, teams finally bring customers and revenue into the same system where projects are delivered.
Here are five real use cases we’ve seen in this first month.
1. Sales and Pre-Sales in Jira
For sales teams, Mria CRM keeps the pipeline inside Jira. Leads and Deals aren’t siloed in a separate CRM; they connect directly to pre-sales work like demos, proof-of-concepts, and security reviews logged as Jira issues. Sales leaders see effort and conversion rates, while delivery managers know what’s been promised before a deal closes. After one month live, this is the most common pattern: pipeline and pre-sales tied together in one view. The entire process stays aligned because every Deal record is connected to the real work happening in Jira.
2. Customer Success and Renewals
Account managers use Mria CRM to stay ahead of renewals and expansions. Every renewal is tracked as a new Deal with dates, value, and Activities like QBRs or renewal calls. Having renewal records directly inside Jira keeps customer health visible to everyone working on the account and ensures that renewals don’t slip through the cracks. When delivery or product teams open Jira, they see not only the work in progress but also the commercial timeline behind it.
3. Product and Development with Customer Context
Product and development teams often have to decide what to build with limited capacity. With Mria CRM, Jira issues can be linked directly to the Companies and Deals they relate to, so decisions aren’t based only on technical effort; they also reflect customer and revenue impact.
This isn’t only about deciding what comes first, it’s also about having the full customer story at hand. If ten different customers request the same feature, all of those Companies and Deals can be linked to the corresponding Jira issue. Product managers no longer need to gather requests in spreadsheets or ask sales for notes; they can see exactly who requested it, what was promised, and how much business value is attached, right inside Jira.
4. Finance and Operations Alignment
Finance teams are part of the sales process from the very beginning. In Mria CRM, every Deal carries the commercial details needed for accurate quoting and billing: contract terms, discount type, renewal dates, products, quantities and taxes. These Deals can be linked directly to Jira epics or issues, so finance has visibility into what’s being delivered against the agreed scope. Approvals and exceptions are logged as Activities, creating a clear audit trail for pricing decisions. By keeping product and pricing data connected to Deals inside Jira, finance can align with sales on terms upfront, confirm delivery before invoicing, and reduce disputes down the line.
5. Support with Account Context
Support teams working in Jira Service Management can be given view permissions to Mria CRM. When a new ticket arrives, they can quickly search for the related Contact or Company in the CRM and immediately see the full picture: whether the request comes from an active customer, a lost account, a new lead not yet in CRM, or one with a renewal approaching. This removes the need to ask sales or customer success for background and eliminates the guesswork of “whose account is this?” — the information is already available in CRM and easy to find.
We’re also working on the next step: the ability to link CRM records directly to Jira tickets. This feature is in active development based on customer demand and will make connecting support work to customer context instant and seamless.
One Month In
The first month of Mria CRM shows that it’s not just a sales tool inside Jira. It’s becoming a way for sales, success, product, finance, and support to all share the same customer context in the system they already use every day. By linking CRM records directly to Jira issues, teams cut down on integration overhead, avoid switching between tools, and keep projects, customers, and revenue connected.
A lot more is in progress on our roadmap. We listen closely to our customers, and if you have specific use cases or features in mind, feel free to share them in the comments, and we’ll be glad to prioritize them as we continue to evolve Mria CRM.
👉 Start a free trial and see how CRM inside Jira can work for your team.