About Atlas CRM
Atlas CRM is a CRM software from Avisi that focuses on customer relationships. It provides guided migration, API access, and expert support so users can efficiently manage their customer interactions. With over 66,000 users and more than 2,500 active installs, Atlas CRM is recognized for its effectiveness, boasting an average rating of 4 out of 4 stars. The platform allows organizations to customize their migration flow and ensures that customer relationship management is straightforward and effective. Key capabilities: guided migration API access expert support Jira integration Confluence integration Best for: businesses that need a CRM solution integrated with Jira and Confluence for better customer relationship management.
Atlas CRM by Avisi is a specialized Customer Relationship Management solution uniquely tailored for teams embedded within the Atlassian ecosystem, particularly those using Jira and Confluence. Unlike traditional CRM platforms that operate as separate systems requiring complex integrations, Atlas CRM is designed to function natively within Atlassian’s tools, offering a seamless and context-rich experience. This close integration allows teams to manage customer relationships, sales processes, and support tickets without having to toggle between multiple software environments. The software provides a centralized platform where customer profiles, communication histories, sales opportunities, and associated Jira issues or Confluence documentation are interlinked, creating a comprehensive and cohesive workflow. For organizations already entrenched in the Atlassian environment, this tight coupling between CRM functions and project management tools offers a distinct advantage—reducing friction, increasing transparency, and improving overall operational efficiency. One of the most compelling aspects of Atlas CRM is its intuitive user interface, which closely mirrors the design principles of Jira and Confluence. This consistency means users familiar with Atlassian’s platforms will find the CRM easy to navigate, minimizing onboarding time and training needs.
Pros & Cons
- +Open-source software with flexibility.
- +Excellent technical support with high priority and quick responses.
- −Limited integration options with other popular CRM platforms
- −Steeper learning curve for users unfamiliar with advanced CRM systems
Features
Key features
- Native Integration with Jira & Confluence
- Atlas CRM is built directly within the Atlassian ecosystem, embedding customer relationship management into the tools your team already uses, eliminating the need for separate platforms.
- 360° View of Every Customer
- It consolidates customer data from Jira, Confluence, JSM tickets, emails, and more into a single, unified view, providing a complete understanding of each customer's interactions and history.
- Customer & Sales Management Inside Atlassian
- Atlas CRM offers dedicated tools for managing companies, contacts, and the sales pipeline directly within Jira and Confluence, streamlining workflows and improving team collaboration.
- Seamless Integrations with Essential Tools
- It connects with commonly used business tools like JSM, Gmail, and Outlook, automatically linking customer details and interactions without manual data entry.
- Admin-Friendly with Low Overhead
- Managing Atlas CRM is simple through the existing Atlassian admin console, reducing the complexity and extra work associated with traditional CRM systems.
- Smart Data Migration
- The software offers intuitive tools like drag-and-drop CSV import, guided migration support, and API access to easily bring in existing customer data without losing history.
Additional features
- Improved Collaboration Features
- The software offers enhanced capabilities for team members to work together on customer-related information.
- Native CRM for Jira & Confluence
- It is specifically designed to operate within the Jira and Confluence platforms.
- Start a Free Trial
- Users can begin using the software with a no-cost trial period.
- Book a Demo
- Interested users can schedule a demonstration to see the software in action.
- Put Customer Relationships First
- The software is designed with a focus on prioritizing and managing customer interactions effectively.
- 66,000+ Users
- The software has a significant user base.
- 3.4/4 Average Stars
- Users have rated the software with an average of 3.4 out of 4 stars.
- 2,500+ Active Installs
- A large number of teams are actively using the software.
- Jira Integration
- It connects directly with Jira to link customer data with work items.
- Confluence Integration
- It integrates with Confluence for storing and accessing customer-related knowledge.
- 360° View of Every Customer
- Provides a comprehensive overview of all customer interactions and data in one place.
- Centralized Data
- Keeps all customer information within the Atlassian ecosystem, reducing the need to switch between tools.
- Companies & Contacts Management
- Allows users to organize and maintain detailed profiles of companies and their contacts.
- Sales Pipeline Visualization
- Offers a visual representation of the sales process with customizable stages.
- Opportunity Linking
- Enables direct connections between sales opportunities and Jira issues or Confluence pages.
- Sales Reminders
- Helps users stay on track with sales activities through notifications.
- JSM Integration
- Connects with Jira Service Management to integrate support interactions with customer records.
- Gmail Integration
- Allows users to link emails to customer records and add contacts directly from Gmail.
- Outlook Integration
- Enables users to connect Outlook emails with customer information.
- Developer-Friendly API
- Provides an API for extending the software's functionality to meet specific workflow needs.
- Customer Interactions Timeline
- Displays a chronological view of all customer communications, including emails, calls, meetings, and support tickets.
- Email to Customer Record Conversion
- Allows users to easily turn emails into customer records.
- Contact Creation from Tickets
- Enables the creation of contact records from JSM ticket reporters.
- Automatic Company Linking
- Automatically links companies based on email domains from support tickets.
- Built for Atlassian, Inside Atlassian
- The software is specifically developed to function within the Atlassian environment.
- Easy to Use and Set Up
- The software is designed for simplicity and straightforward implementation.
- Priced for Growing Teams
- The pricing structure is suitable for small and medium-sized businesses.
- Centralized License Management
- Licenses, users, and billing are managed through the existing Atlassian admin console.
- Smart Excel/CSV Import
- Offers a drag-and-drop interface for importing data from spreadsheets.
- Guided Migration Support
- Provides expert assistance for migrating data from other systems.
- API Access for Migration
- Allows users to build custom data migration processes.
- Customizable Fields
- Users can add additional fields to company, contact, and sales profiles.
- Data Import/Export Options
- The software provides options for importing and exporting data.
- Reporting Capabilities
- Offers features for generating reports on customer and sales data.
- Documentation
- Provides resources for users to learn more about the software.
- Support Channel
- Offers a dedicated channel for users to ask questions, report bugs, and request features.
Pricing
Countries & Languages
Interface languages
Billing currencies
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About Atlas CRM
Atlas CRM is a CRM software from Avisi that focuses on customer relationships. It provides guided migration, API access, and expert support so users can efficiently manage their customer interactions. With over 66,000 users and more than 2,500 active installs, Atlas CRM is recognized for its effectiveness, boasting an average rating of 4 out of 4 stars. The platform allows organizations to customize their migration flow and ensures that customer relationship management is straightforward and effective. Key capabilities: guided migration API access expert support Jira integration Confluence integration Best for: businesses that need a CRM solution integrated with Jira and Confluence for better customer relationship management.
Atlas CRM Details
Atlas CRM's In-App Market Place
Does Atlas CRM have an in-app market place?
Yes
How many Mini-Apps in the marketplace?
1
Mini Apps
N/A
Pricing Options
Accepted Payment Currencies
USD ($), EUR (€), GBP (£), JPY (¥), AUD (A$), CAD (C$), CNY (元), INR (₹)
Pros & Cons
- Open-source software with flexibility.
- Excellent technical support with high priority and quick responses.
- Limited integration options with other popular CRM platforms
- Steeper learning curve for users unfamiliar with advanced CRM systems
Atlas CRM's Support Options
Documentation
https://apps.avisi.com/documentationAtlas CRM's Alternatives
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