How to Easily Capture Customer Information Within Jira

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Crumbs CRM for Jira enables you to store the customer information that's relevant to your business and access it with ease directly within Jira issues. The Cloud app, from the team at New Verve Consulting, works so that your organizations in Jira Service Management are automatically synced into Crumbs where you can then capture additional customer info using fields. 

Not only does Crumbs capture the basic customer information using standard fields, but you can also input the details that would be of most use to your team. Simply create your own custom fields to choose which information is stored and displayed for each Crumbs customer. This means you can capture additional customer information (such as status, service entitlement, or Service Level Agreement) and you can configure what information is shown to users when they link Jira issues to customers in Crumbs. Choose the information that is most relevant to your users!

This data can then be used to search for a customer in Crumbs; filtering by address, country, or other custom fields means it is easy to find exactly who you're looking for. Customer logos are automatically added to Crumbs when the customer's website is added, providing a clear and easy-to-use identifier in the Crumbs interface.

Unified customer data in Crumbs is accessible to Sales, Marketing, and pretty much any other function you can think of! Crumbs is compatible with both company and team-managed projects, and provides company-wide data consistency and efficient information sharing.

The centralised page for managing fields means it's easy to add, edit, and remove custom fields in one central location and make changes across the app in one action. Using the CSV import and export feature, you can both export your customer data for offline analysis and bulk-update all of your customers.

Crumbs makes it easy to have the customer information you need available when you need it. Crumbs is available on Atlassian Marketplace and is free for your first 10 users, so start your trial today!