CRM Communications for CRM for Jira: simplify email interactions with external clients

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Imagine being able to easily manage communication with external customers without worrying about Jira licenses and additional tools. Now it's possible!

With the CRM Communications feature, you can communicate effectively with customers, even if they are not Jira users. Your team will be able to manage emails from external users without providing Jira licenses or using Jira Service Management.

Key benefits:

• Receive and convert emails: Incoming emails from external customers are automatically created as tasks in Jira or added as comments.

• Sending messages: You can reply to customers directly from Jira, adding text formatting and attachments.

• Automatic Notifications: Clients will be automatically notified of status changes and new comments, keeping the interaction seamless.

• Work without JSM: You don't need Jira Service Management to communicate with customers via email.

How does it work?

1. Emails are turned into Jira tasks

When a customer sends an email to a specified address, the system:

• Creates a new task with the subject of the email as the header and the text of the email in the description.

• Automatically adds the sender as a contact in CRM.

2. Reply to an existing task

If the customer replies to the email, the text is added to the task as a comment in the CRM Communication tab.

3. Send messages to customers

On the CRM tab in the task, you can:

• Select recipients from the list of correspondence participants or add them manually.

• Compose a message with formatting and attachments.

• Send the email directly to the customer, saving all data in Jira.

4. Notifications for customers

External users receive:

• Confirmation of task creation.

• Notifications about added comments or status changes.

Additional features:

• Message filtering and sorting.

• Manually create tasks from emails: just add the task key to the subject line.

• Automatic attachment processing: all files from emails are saved in Jira tasks.

Simplify communication with your customers today! Learn more about feature – try our CRM Communications now.