Suggest a CRM plugin/app for the needs below

Javanshir Mustafayev _ HIT
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August 18, 2022

Hi,

My company wants to track the customer contracts with dates and all necessary fields like reach out date and links to the actual contract files.

Have the list of passwords where necessary, not sure if it should be Jira, maybe a password manager would resolve this.

Have the contacts for all partners and customers, this needs to be in Jira.

What are your suggestions?

Nice UI and not expensive please 

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Javanshir Mustafayev _ HIT
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August 23, 2022

According to our needs I decided to create my own solution using the project templates

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Anastasia Andriyanova _Teamlead_
Marketplace Partner
Marketplace Partners provide apps and integrations available on the Atlassian Marketplace that extend the power of Atlassian products.
February 16, 2023

Hi, Javanshir!

If you are fine with a marketplace app to get this data, you can try out our add-on:

CRM for Jira

Jira also has linkage between the account department and the other team. You can also bind tasks and view them in Jira, and then get reports afterwards if necessary. 

CRM for Jira is available on the Marketplace – you can try it!

Feel free to ask any questions if you need even more information about our app.

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Willem-Jan Davelaar
Marketplace Partner
Marketplace Partners provide apps and integrations available on the Atlassian Marketplace that extend the power of Atlassian products.
August 18, 2022

Hi,

Regardless of what you choose, I'd suggest starting by compiling a list of your requirements for your way of working, and which parts are already filled in by which tool.

It usually tends to be a mix of tools to it the way that works an organization, because you might be limited by one tool or the other. 

We do offer a tool that might suit (part of) your needs: Atlas CRM 

Hope you find something that works for you!

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