Use our Simple CRM to automatically link customers to a portal

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Crumbs is our simple CRM that integrates with Jira and enables you to organise your customer information in context.

Now with the Crumbs API, you can use the app to solve all your customer data management problems. Here’s one of our favourite use cases that illustrates the value that Crumbs can bring to your Jira instance.

Problem

When a single portal is used to offer support for multiple customers, agents need to manually associate customers and organizations based on the reporter’s email address domain before being able to see the customer’s details.

A solution is required to link the customer to the request automatically.

Solution

By storing the domain in a field in Crumbs, an automation engine can read the field for each customer and assign it to the correct customer.

The automation engine can be built with Atlassian Forge or on any cloud platform of your choice, like AWS.

Outcome

Agents no longer need to manually link a customer to a portal and can instantly access the customer details saving your team time and money. Not only that but now your data is from a single source of truth so customer information can easily be used to inform support such as notifying SLAs.

Try Crumbs CRM for Jira on Atlassian Marketplace for FREE and find out how it can enhance your team’s customer data management.