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 my Community friends! For those who don't know me, I'm a product marketer on the Confluence Cloud team - nice to meet you! For those of you who do, you know that I've been all up in your Co...
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