CRM functionalities in JSM

[Abdelrahman Alfawaier]

Hi,

Is there any way/add in app that can provide me with CRM functionalities in JSM Data center?

[Dave Mathijs]

Hi @Abdelrahman Alfawaier 

You can either use Jira's native features for basic CRM tasks:

• Create a customer portal where customers can raise support request
• Create custom fields for storing customer-related information details
• Make use of organizations and customers in JSM
• Create a specific project for:
  • Leads and opportunities
  • Accounts and contacts
  • Sales pipeline and forecasting
  • Tasks and activities like follow-up calls, meetings, etc.
  • Marketing campaigns (email, social media, advertising)
• Use boards, reports and dashboards to track performance, conversions, interactions, sales, etc.

There are also third-party apps and integrations available in the Atlassian Marketplace:

• CRM for Jira
• CRM Salesforce integration for Jira
• Elements Connect - external data fields for Jira (for integration with your own CRM-tool)

[Abdelrahman Alfawaier]

Hi @Dave Mathijs 

Thank you for your reply.

Will this make JSM utilized as much as possible in a CRM way?