CRM with Jira Work Management

Customer Relationship Management made easy

003-conversation

 

Optimizing customer relationships with JWM

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 Work Management. With our CRM module equipped with automations and templates, you'll gain a precise overview of customers, ongoing deals, and new inquiries.

CRM Module

 

Cost: 5,000 €

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

New to Jira Work Management?

Are you new to Jira Work Management and need assistance with getting started? Check out our Essentials package!

If you're looking for more ways to customize Jira Work Management to your needs, we have additional modules for you.

 

Explore the Essentials Package!

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!