Can JIRA be used as a CRM?

Kyle Santos November 7, 2017

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

1 vote
AJ V November 27, 2017

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

Kyle Santos November 27, 2017

Thank you!

Dominic Sayers January 6, 2023

That link sounds exactly what I wanted to read. Sadly it's now a 403.

If anyone from Atlassian reads this, I'm getting

Status Code: 403

x-cache: Error from cloudfront

Yes, I'm logged in.

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