CRM, Without the Buzzwords: What It Really Means

CRM, Without the Buzzwords: What It Really Means

Let’s be honest—“Customer Relationship Management process” sounds like corporate jargon, right? Stiff. Overengineered. Something that lives in a PowerPoint deck. But here’s the truth: underneath that formal label lies something surprisingly personal. It’s how businesses remember your name, reach out when they said they would, and anticipate what you need before you even say it….

ERP vs CRM: What Small Teams Really Need to Know
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ERP vs CRM: What Small Teams Really Need to Know

You know that moment when your trusty spreadsheet finally gives up? Sales is chasing leads in one tab, finance is knee-deep in invoices in another, and ops—well, they’re just trying to figure out which orders actually made it out the door. That’s usually when someone (halfway through a meeting that’s already run long) drops the…

CRM for Small Teams: A Down-to-Earth Guide to Getting Your Customer Relationships Together
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CRM for Small Teams: A Down-to-Earth Guide to Getting Your Customer Relationships Together

A CRM for Small Teams? Yoohoo! Colour me excited… Let’s be real—CRM (Customer Relationship Management) doesn’t exactly scream excitement. But if you’re part of a small team juggling sales, support, marketing (and probably lunch orders), choosing the right CRM could be the single smartest decision you make this year. So what exactly is CRM? Is…

Why a CRM in Jira is the way forward for your CSM team – 5 use cases
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Why a CRM in Jira is the way forward for your CSM team – 5 use cases

When teams manage customer interactions in isolation, the cracks rapidly start to show. Support handles tickets, sales works deals, product logs feedback, and Customer Success manages relationships—each in their own systems and silos. And when it comes time to collaborate, everyone is working with a different version of the truth. We’re pitching for a CRM…

How a Service Desk Agent Can Leverage Jira Service Management – JSM and Sales CRM

How a Service Desk Agent Can Leverage Jira Service Management – JSM and Sales CRM

Maxime, a Service Desk Agent at a fast-growing SaaS company, starts her shift with a cup of coffee and logs into Jira Service Management (JSM). It’s a busy day ahead, with a queue of tickets waiting for her attention. But thanks to the added JSM apps, Sales CRM, she’s not just looking at a list…

How Sales Manager can use a CRM in Jira – Day in the Life

How Sales Manager can use a CRM in Jira – Day in the Life

With Atlassian aiming to reduce the amount of tools a company needs by having them migrate to the Atlassian Suite, the added-value from having more and more components work natively to Atlassian increases in direct correlation to the amount of teams and departments that make it their central hub for their day-to-day activities. We’ll explain how…

Aggregate Jira Service Desk Data and Jira Data with Sales CRM

Aggregate Jira Service Desk Data and Jira Data with Sales CRM

Atlassian is encouraging multiple departments to adopt the Atlassian Suite, creating a unified workspace that eliminates data silos and reduces the need to search across separate systems. With more client information consolidated within Atlassian tools—across support, development, and other teams—it becomes easier to build a complete picture of customer needs, preferences, and timelines. With that…

How Marketplace Vendors use Sales CRM to build a complete customer funnel

How Marketplace Vendors use Sales CRM to build a complete customer funnel

How a marketplace vendor uses Sales CRM in Jira We are the masterminds behind the Atlassian Marketplace app: Sales CRM for Jira. So how do we, the original creators and fellow marketplace vendors, use Sales CRM in our day-to-day operations?  In this article, we’ll show you everything we use – and how you recreate our…

How to use Jira as CRM

How to use Jira as CRM

Jira as CRM?! Yep, and we’re done pretending it can’t be done correctly! Before you commit some of your time reading this blog – the first question we should answer is : Can Jira be used as a CRM?  – Yes, it can. There are two main methods for having Jira be used as a…

Can Jira be used as a CRM? We think so and here’s how!

Can Jira be used as a CRM? We think so and here’s how!

Jira, developed by Atlassian, is known as one of the most powerful tools for project and issue tracking. It has become an indispensable part of software development, project management, and agile teams around the world. However, with its widespread usage and robust customization capabilities, organizations are increasingly looking at Jira as more than just a…