Managing the contact directory and scheduling client meetings

[Tetiana Tuzova]

Could you tell me if there is a possibility in Jira or other Atlassian products to maintain a customer database (contacts, phone, email, notes), schedule meetings, and create reminders?

[Varsha Joshi · Accepted solution]

Hi @Tetiana Tuzova 

I do not think there is an out of the box solution to what you are looking for.

One of the ways it could be achieved is to use confluence databases and use of automation for reminders.

Hope this helps.

[Anastasia Andriyanova _Teamlead_]

Hi, Tetiana!

Unfortunately, the standard functionality of Jira does not fully cover the tasks of maintaining a client base, scheduling appointments and setting reminders. However, all of this can be realized with the help of applications — in particular, ours. We are Teamlead, developers of solutions for Jira, which allow you to solve all of the above tasks easily and conveniently:

CRM for Jira:
Our development for centralized storage of customer information:

• Storing contacts, notes and interaction history directly in Jira tasks

• User-friendly data structure — customer cards, filters, quick search

• Flexible interface customization for your team's specific processes

• Quick orientation in customer-related tasks

Calendar for Jira:
Allows you to visualize tasks and events as a calendar:

• Day, Week and Month views

• Ability to create custom events

• Color coding to visually differentiate task types

• Support for filters and working with tasks from any project

Reminder for Jira:
A convenient way not to forget important things:

• Set reminders directly from a task

• Support for recurring notifications

• Notifications via email or @mentioning colleagues

• Minimalistic interface — nothing superfluous, just the essence

These products can be used together — they can integrate with each other. We are happy to help you link them together to work correctly and efficiently. Feel free to reach out at support@teamlead.one — we’ll gladly assist with setup, integration, and any questions you may have.