CRM with Jira

Customer Relationship Management made easy

003-conversation

 

Optimizing customer relationships with Jira

We help you manage customer relationships and stay organized with deals, inquiries, and more.

Customer data, orders, and inquiries at a glance

Rev up your CRM process with the powerful features of Jira. With our CRM module equipped with automation and templates, you'll gain a precise overview of customers, ongoing deals, and new inquiries.

CRM Module

 

We implement your CRM process in just 3 weeks!

 

Request now!

Module Contents - What Can You Expect?

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Calender View

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Kanban Board
Listenansicht CRM Board für JWM

List View

Process optimization

  • Keep track and categorize your tasks into the main categories: Customers, Deals, and Leads

  • Seamless approval processes initiated with lead creation

  • Unprocessed leads are automatically assigned to the appropriate colleagues

  • With Confluence integration, all customer data is directly accessible in Jira

Listenansicht CRM Board für JWM

Board view

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Forms
Customizable forms

  • User-friendly forms ensure that inquiries can be made effortlessly

  • Automatic ticket creation in appropriate projects through smart workflows

Transparency

  • Predefined workflows, permission concepts, and customized fields ensure maximum clarity when tracking your projects

crm-kalender-gif

Calendar view

Listenansicht CRM Board für JWM

List view
 Documentation

  • Seamless integration of Jira Work Management and Confluence

  • Capability to create and reference deal or lead documentation

  • We incorporate your existing documentation templates

Communication

  • Seamless integration of chat systems such as Microsoft Teams or Slack

  • Automated messages for specific process steps enable a quick response to current developments

Automations

  • Thanks to clever automations in the background, your processes are efficiently maintained, reducing workload

  • Automatic management of emails and communication through predefined triggers

Interested in learning more about our modules for Jira Work Management?

We're happy to provide you with a free and non-binding initial consultation were we answer all your questions.

 

 

Boris

Contact our experts and we will get back to you as soon as possible. See you soon!