Integrate your CRM solution with Jira Software, Jira Service Desk, or Confluence to increase transparency, prioritize projects by customer, and boost efficiency
Prioritize projects based on the customers they impact and provide transparency into requests to your sales team while maintaining a single source of truth. Transform Jira and Confluence into an all-in-one customer relationship management solution.
Can you use JIRA as a CRM? Both Yes and No.
Extra data can be added to a user. However, keep in mind that JIRA is not designed to manage user data and user properties cannot be searched or shared between multiple users..
While we can't provide case studies for using JIRA as a customer profiler or as a replacement for a CRM system, it is possible. For example, you can use tickets as user profiles (like in a CRM) and use "Custom Fields" to display various metadata related to that ticket (profile).
More commonly, customers integrate JIRA with a custom CRM system. For example, there is a third-party Salesforce add-on that can pull customer data from Salesforce and display it within a JIRA request.
The first (using JIRA instead of CRM) is a non-standard use case for JIRA, so we don’t have much marketing material to support it, but there are a few past customer case studies that talk about using JIRA for general project management – both development and non-technical teams (sales, marketing) use JIRA workflows, search granularity and reporting to track progress, task priorities, and outstanding statuses..
CRM Use Cases
Third party plugins
A number of third-party JIRA plugins provide CRM-like functionality.
Atlassian References
