How to use Jira as CRM?

Charity Brown November 22, 2022

Hi, I hope everyone is doing great, I just want to know if I can use Jira as CRM?

4 answers

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Tawilleni
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April 12, 2024

Using Jira as a CRM can be a bit tricky since it's primarily designed for project management and issue tracking. While Jira offers some basic features for tracking customer interactions, it may not provide the robust functionality you'd typically find in a dedicated CRM system.
For a more comprehensive CRM solution, you might consider using a dedicated CRM platform or integrating Jira with a CRM tool. This way, you can leverage Jira's project management capabilities alongside a CRM's customer-focused features.
If you're looking for a planning tool that integrates well with Jira, you can check out this teamwork planning tool. Their expertise in this area can help you find the right tools to enhance your team's collaboration and productivity.

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Jeremy Starks
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March 26, 2024

Got it! It sounds like you're on a mission to maximize Jira's potential as a CRM – pretty ambitious! While Jira is fantastic for project management, bending it into a CRM might be a bit of a stretch. It's worth considering if the effort outweighs the benefits. If you're looking for a dedicated CRM solution, perhaps checking out sugar crm could provide the functionality you're after without the workaround hassle.

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Diana Belokon
Marketplace Partner
Marketplace Partners provide apps and integrations available on the Atlassian Marketplace that extend the power of Atlassian products.
November 25, 2022

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

CRM for Jira - Customers & Sales

You can use it by linking a contact and a company to your task, as well as adding information about income and expenses.

I&E_web_section_full (1).png

Keep any info in the Contacts, Companies, Income & Expenses (coming soon) or create your own directories from scratch.

6fbce6a8-354b-4507-8ed0-dffa80f43805.png

CRM for Jira is available on the Marketplace and free to try for 30 days.

Feel free to ask any questions.

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Nic Brough -Adaptavist-
Community Leader
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November 22, 2022

Welcome to the Atlassian Community!

You can, yes, but you'll need to do some quite careful design for it, and then almost certainly a big pile of automation and scripting to get it to do the CRM functions you need.

I would very strongly recommend looking for apps to add to Jira to help you do CRM with it, or better, use a system designed for CRM, and then tightly integrate it with Jira.

Charity Brown November 22, 2022

Hi NIc! Thank you for answering! What apps or system would you suggest I should look into? I have been tryin to figure it out for a while now. 

Nic Brough -Adaptavist-
Community Leader
Community Leader
Community Leaders are connectors, ambassadors, and mentors. On the online community, they serve as thought leaders, product experts, and moderators.
November 22, 2022

I'm not an expert in CRM, but I've used a few tools.  Hubspot is a good one in my opinion, but there are plenty of others.  

One reason I strongly recommend not doing this in plain Jira is that I know of a site that tried to replicate part of Salesforce in Jira.  It was an unmitigated disaster, but it did actually work better for most of the users than Salesforce did!  It's a very specific scenario, but it left me a bit wary of Salesforce, as so many clunky things were asked for by the ex-Salesforce users.

Most of my experience with Jira and CRM has been with apps that add CRM functions to Jira so that it can be (easily) used as a CRM, rather than having to build your own like our Salesforce client did.  And I've got a bit more with using Jira apps that create strong integrations with external CRMs.

https://marketplace.atlassian.com/search?query=crm is where I would start.  Atlas CRM and Kanoah CRM both do a really good job of it, and I've seen people very happy with Teamlead too.  For an external one, the first three mentions of Hubspot (and Jira) in that search are well worth a try if you go for Hubspot

Charity Brown November 22, 2022

Okay thank you, I think I know now what I should do. I have been trying to figure out  using just Jira. That is what I'm trying to do, make Jira itself function as a CRM. 

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