Can JIRA be used as a CRM?

SalesForce is a great CRM, but its probably more than I need for myself.  I am a huge fan of JIRA and wondered if this was possible to use JIRA like I had used SalesForce?  I'm already a JIRA user too; I have a company account.

 

What would I need?

A board (probably KanBan)

Follow up tasks or reminders for tickets I create (I'm tracking sales, retention of memberships)

A way to look at a dashboard of sales I make. (via labels I suspect?)

Can JIRA do this for me and how?

1 answer

Kyle,

I think this is definitely possible using Components/EPICS for organization and a tree-structure (somewhat). I would also create an issue type that is used to capture individual, unique iterations with each customer. Tasks can then be linked to each interaction, if necessary. This can help you report on each customer individually.

You could also look into add-ins, like this one...if you did not want to do your own customization...

https://confluence.atlassian.com/jirakb/using-jira-for-customer-relationship-management-crm-298978320.html

Thanks,

A

Thank you!

Suggest an answer

Log in or Join to answer
Community showcase
Sarah Schuster
Posted Jan 29, 2018 in Jira

What are common themes you've seen across successful & failed Jira Software implementations?

Hey everyone! My name is Sarah Schuster, and I'm a Customer Success Manager in Atlassian specializing in Jira Software Cloud. Over the next few weeks I will be posting discussion topics (8 total) to ...

2,897 views 12 18
Join discussion

Atlassian User Groups

Connect with like-minded Atlassian users at free events near you!

Find a group

Connect with like-minded Atlassian users at free events near you!

Find my local user group

Unfortunately there are no AUG chapters near you at the moment.

Start an AUG

You're one step closer to meeting fellow Atlassian users at your local meet up. Learn more about AUGs

Groups near you
Atlassian Team Tour

Join us on the Team Tour

We're bringing product updates and pro tips on teamwork to ten cities around the world.

Save your spot