We need a central place to keep information about contracts, contact info, etc for our accounts. We also want to be able to run queries and do some analysis/reporting on this data and have there be a historical record.
Page Properties is a good start.
Have you looked at Atlas CRM? https://marketplace.atlassian.com/plugins/nl.avisi.confluence.plugins.atlas-crm/cloud/overview
If you need something more sophisticated than what Page Properties offers but not as complex as something like Atlas CRM, you can create add-ons that allow you to store additional meta-data in Confluence pages. That meta-data can then be searched using Confluence Query Language (CQL).
Hi Community! I’m Elaine, Confluence Product Manager. You may have read my earlier post about page tree in space navigation sidebar. I'm excited to share another improvement that helps you organize ...
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