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CRM software/app inside Atlassian

Theresa Barnard

Hi everyone,

We are looking for a CRM app inside the Atlassian stack. Any recommendations ?

There are so many changes in Atlassian this year and a lot of apps are also making changes so I wanted to reach out to you and hear your feedback if you do use any of the apps.
We mostly need it to add our customers, link emails and update correspondence and we use microsoft outlook, so link mails.

But keeping the customer information in one place is crucial.

I don't want the customers to have access to this.

Thanks

Theresa

Accepted answers

Robin Kon

For a CRM inside the Atlassian stack, try Jira Service Management for basic customer management, or consider HubSpot for Jira or Salesforce Integration for Jira for more robust CRM features.

Both integrate with Microsoft Outlook, let you store customer data, and keep it private from customers. These options should meet your needs without exposing customer info.

Antonio Panea Pastor

Hi @Theresa Barnard ,

Toni from Crmble CRM for Jira here. You can upgrade your Jira experience by smoothly integrating contact and deal management into your system. Easily convert Jira cards into comprehensive deals, complete with multiple contacts and Email conversations. You could also connect your Gmail or Microsoft account and let Crmble organize your email conversations by deal and also use templates for consistent communication.

It also gives you the chance of organizing them by oprganization/company and you will get a cool Dashboard to show you Won deals summary.

If you would like to set up a demo or just see how it works please let me know!

Best,

Toni

Aron Gombas _Midori_

I think Jira Service Management assets is a really powerful and customizable way to model your customers and contacts! Assets are flexible enough to serve a multitude of use cases, including CRM. (We ourselves implemented this approach.)

But, there are also several apps to implement CRM within the Atlassian platform or by integration an external CRM solutions.

All comments

Robin Kon

For a CRM inside the Atlassian stack, try Jira Service Management for basic customer management, or consider HubSpot for Jira or Salesforce Integration for Jira for more robust CRM features.

Both integrate with Microsoft Outlook, let you store customer data, and keep it private from customers. These options should meet your needs without exposing customer info.

Antonio Panea Pastor

Hi @Theresa Barnard ,

It also gives you the chance of organizing them by oprganization/company and you will get a cool Dashboard to show you Won deals summary.

If you would like to set up a demo or just see how it works please let me know!

Best,

Toni

Aron Gombas _Midori_

But, there are also several apps to implement CRM within the Atlassian platform or by integration an external CRM solutions.

Theresa Barnard

Hi @Antonio Panea Pastor we would love a demo and what it can do.

Antonio Panea Pastor

Hi @Theresa Barnard , sure. Please find our Demo Calendar here:

https://calendar.google.com/calendar/u/0/appointments/schedules/AcZssZ0EDudpA6iWv6xP9cTln1GZdiXu9-epuRyegj7SG_2ib8lOVASmqGodaGDT7Qqp7VyMfPotA2CL

Best,

Toni

Dr_ Ankita Mehta-OpsHub_ Inc

Hi @Theresa Barnard

You’ve got a few good options here, but before picking a CRM app inside the Atlassian stack, it helps to think through a few basics:

Data access – Make sure customer records stay internal-only and aren’t exposed to portal users.
Email integration – Since you use Outlook, check for reliable two-way linking between emails and Jira issues.
Ease of linking – You’ll want to connect customers, tickets, and correspondence without too much manual work.
Scalability – Choose something that can grow with your team’s needs, not just solve for the short term.
Reporting – Consider whether you need quick overviews (e.g., all issues for a customer) or deeper analytics.

If you find marketplace CRMs too limited or need to connect Jira with a full-featured external CRM while keeping everything private, OpsHub Integration Manager, an enterprise – grade integration tool and an Atlassian Partner is worth exploring. It can help you bridge Atlassian stack (Jira, Jira Align, Jira plugins, etc.) with tools like Dynamics 365, HubSpot, or Salesforce, keeps data in sync without coding, and ensures customers never see internal records.

Have questions or want to see a demo, drop us a line and we 'll get in touch with you

Hope it helps!

Anastasia Andriyanova _Teamlead_

Hi @Theresa Barnard ,

You’ve described exactly the challenge we're solving ourselves — keeping all customer data organized and secure within Jira. That’s why we built and now use CRM for Jira (Customers & Sales). It lets you:

Store customer information in custom directories (Contacts, Companies, etc.), right inside Jira
Link Jira issues with CRM entities — either manually or automatically
Import/export contacts via CSV and track customer correspondence within your Jira workflow
Ensure customer data stays internal, with no external access

We’re Teamlead, an official Atlassian Partner, and our own team relies on this app daily — so nothing slips through.

We’d be happy to show you how it works (especially how it keeps customer information secure and invisible to customers). Feel free to book a quick demo here, or drop us a line at support@teamlead.one

Looking forward to chat!

Anton Storozhuk _Mria Labs_

Hi @Theresa Barnard

You might want to take a look at Mria CRM, it’s a fully integrated, Forge-native CRM built inside Jira, so there’s no need to switch tools.

✅ Leads & Deals – Capture, qualify, and convert in Kanban or table views with full context.
👥 Contacts & Companies – Maintain rich profiles and see all linked relationships.
📦 Products – Manage catalogs and pricing directly tied to deals.
🔗 Native Jira Integration – Runs entirely in Jira (no external DBs or syncs).
⚙️ Unified Workflows – Align sales, product, and engineering on one platform.
🗒️ Activity Tracking – Log meetings, emails, tasks, notes, and Jira issues for full context.

It’s completely free for teams up to 10 people!

Please DM me if you need a coupon for the extended trial.

Thank you.

Best regards,

Anton Storozhuk

Mria Labs Inc.

Peter_DevSamurai

Hi Theresa,

It's great that you're exploring CRM options within the Atlassian ecosystem. I'm Peter from SalesForge CRM for Jira.

Given your requirements, there are several approaches you might consider:

1. Use Jira's asset management

2. External CRM integrations (e.g., Salesforce).

3. Jira plugins like SalesForge CRM, which integrates directly with Jira, allowing you to manage leads, track sales, and sync with Outlook for email correspondence.

If you're interested, SalesForge allows importing from external and for you to manage customers as leads. One of my personal favorite feature is mass emails and you can custom their names too Besides email integration, it is specifically designed for customer management.

The best part is, SalesForge CRM is completely free to use, and we'd be happy to arrange a demo to show you how it can fit your team's needs.

Best,

Peter

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