What's a cost effective solution for managing client projects with our clients

Question

Hi, I'm looking for a project management tool for client projects, where we allow clients to log in and submit their requirements, issues, attachments, and comment for each project. We want them to have the ability to monitor their requirements and milestones. However, we don't want to purchase licensing for customer users as it can easily add up and they aren't always active.

I came across this youtube proposing how to combine Jira products to manage client projects. Anyone merged Service & Software together before?

I'm interested in knowing what's the best solution in a cost-effective manner.

https://www.youtube.com/watch?v=p4HMvD0hqvo

Thanks

Doreen · Answer

Is there a way for me to play with both systems first without starting the countdown with 10 free users for 12 months?

Brant Schroeder · Answer

@Doreen I would suggest that you get the free version and play around with the automations.  You can look at the automation library to get some of the automations I am talking about and adjust them to your needs.  https://www.atlassian.com/software/jira/automation-template-library You can also use the automation playground to test and learn about automations. https://www.atlassian.com/software/jira/automation-template-library/rules#/rule-list?systemLabelId=all&page=1&pageSize=20&sortKey=name&sortOrder=ASC

Doreen · Answer

wow that's very informative thank you very much!!! I appreciate you elaborating on the differences b/w the two environments. You answered what would have been my follow up questions. It's unfortunate they can't submit subtasks on the intake or see the subtasks on the Service portal. But the concept of using both Service & Software sounds like a good start for us.

I wish there were more videos that demonstrates what you just described for my colleagues to visually see how the automation can be all tied together between the two environments haha I'll research for more demos

Thank you very much Brant!!