Atlas CRM

Atlas CRM is a powerful but lightweight CRM answer tailor-made for teams the usage of Atlassian products. It bridges the distance between client dating management and operational execution by way of embedding CRM capability without delay into Jira and Confluence. This specific method permits teams to have interaction with patron and business enterprise statistics with out leaving their project control or documentation equipment.

The software program caters to multiple enterprise features, along with sales, customer support, account management, and challenge groups. Atlas CRM permits customers to store and control detailed facts of clients and groups. This consists of touch information, beyond and present day interactions, related problems, and opportunities or deals in progress. By supplying an intuitive interface and effective integration, Atlas CRM reduces the time had to transfer between structures and fosters better collaboration.

One of its middle advantages is the capability to hyperlink Jira problems to unique customers or organizations. This provides immediately context to assist tickets or improvement requests, allowing teams to prioritize based totally on commercial enterprise impact. In Confluence, customers can embed CRM information into documentation or understanding base articles, improving the facts available to both inner teams and clients.

Atlas CRM also supports customizable workflows and permission controls. Users can outline income stages, configure custom fields, and manipulate access to touchy information. Its sales pipeline function offers visual tracking of opportunities from cause near, which includes progress monitoring and notes for every opportunity.

The gadget promotes transparency by means of making purchaser records seen across the company. Teams benefit a shared understanding of patron wishes, preferences, and previous communications, which enables in turning in customized provider and dealing with long-term relationships greater correctly.

Despite its targeted integration with Atlassian, Atlas CRM stays notably adaptable. It suits small startups searching out lean CRM abilties as well as large establishments desiring seamless connectivity among purchaser information and operational execution. The software emphasizes usability, minimal getting to know curves, and instant productivity gains for groups already embedded in the Atlassian surroundings.

Key Features & Specifications

Key Features:

• Customer & Company Management: Create and control distinct profiles for customers and agencies.
• Integration with Jira and Confluence: View and use CRM information at once within Atlassian merchandise.
• Activity Tracking: Keep a timeline of emails, calls, meetings, and other consumer interactions.
• Opportunity & Sales Pipeline Management: Visualize and manipulate income leads through customizable tiers.
• Issue Linking: Connect Jira troubles with clients and businesses for enhanced context.
• Custom Fields & Workflows: Adapt CRM structures to healthy enterprise tactics.
• Permission Controls: Manage consumer get admission to to touchy facts based on roles.
• Search & Filter Tools: Quickly find patron facts the use of robust seek and clear out abilities.

Specifications:

• Platform: Web-based totally (Cloud-hosted via Atlassian)
• Supported Atlassian Products: Jira (Cloud/Data Center), Confluence
• Data Storage: Cloud, with options for Atlassian-hosted environments
• User Interface: Integrated UI within Jira/Confluence dashboards
• Security: Role-based get right of entry to, information encryption in transit
• Customization: Configurable pipelines, fields, and layouts
• Support: Documentation, community boards, and in-app help
• Scalability: Suitable for small groups to large enterprises