How to use Jira as CRM?

[Charity Brown]

Hi, I hope everyone is doing great, I just want to know if I can use Jira as CRM?

[Yuliia Maidanova - Mria Labs Inc_]

Hi @Charity Brown

Yes, you can use Jira as a CRM. Atlassian even provides templates like Sales Pipeline and Lead Tracking, which give you ready-made workflows for managing opportunities and leads. They’re a good starting point if you want to test CRM-style work directly in Jira. We explained how they work, along with benefits and limitations, in this article: Using Jira for Sales and CRM: A Practical Guide.

If you find Jira’s native setup helpful but run into its limits, you might want to look at Mria CRM: CRM for Jira. It’s a Jira-native, Forge-built app that adds structured records for Leads, Deals, Contacts, Companies, and Products, giving you the full CRM experience inside Jira.

Mria CRM is free for teams of up to 10 users.

If you’re still exploring whether Jira can be your CRM, this might be the most seamless path.

Yuliia Maidanova
Mria Labs Inc.

[Анна Морозова]

Using Jira as a CRM can work well for teams already embedded in the Atlassian ecosystem, but it does require thoughtful configuration to manage customer data effectively. If you're exploring this route or need broader CRM capabilities, working with a CRM implementation partner can ensure a smoother setup and better alignment with your goals. Here’s a helpful resource to dive deeper into this topic: https://www.cleveroad.com/blog/crm-implementation-partner/

[Diana Belokon]

Hi @Charity Brown,
If you are fine with a marketplace app to get this data, you can try out our add-on:

CRM for Jira - Customers & Sales

You can use it by linking a contact and a company to your task, as well as adding information about income and expenses.

Keep any info in the Contacts, Companies, Income & Expenses (coming soon) or create your own directories from scratch.

CRM for Jira is available on the Marketplace and free to try for 30 days.

Feel free to ask any questions.

[Nic Brough -Adaptavist-]

Welcome to the Atlassian Community!

You can, yes, but you'll need to do some quite careful design for it, and then almost certainly a big pile of automation and scripting to get it to do the CRM functions you need.

I would very strongly recommend looking for apps to add to Jira to help you do CRM with it, or better, use a system designed for CRM, and then tightly integrate it with Jira.

[Charity Brown]

Hi NIc! Thank you for answering! What apps or system would you suggest I should look into? I have been tryin to figure it out for a while now. 

[Nic Brough -Adaptavist-]

I'm not an expert in CRM, but I've used a few tools.  Hubspot is a good one in my opinion, but there are plenty of others.  

One reason I strongly recommend not doing this in plain Jira is that I know of a site that tried to replicate part of Salesforce in Jira.  It was an unmitigated disaster, but it did actually work better for most of the users than Salesforce did!  It's a very specific scenario, but it left me a bit wary of Salesforce, as so many clunky things were asked for by the ex-Salesforce users.

Most of my experience with Jira and CRM has been with apps that add CRM functions to Jira so that it can be (easily) used as a CRM, rather than having to build your own like our Salesforce client did.  And I've got a bit more with using Jira apps that create strong integrations with external CRMs.

https://marketplace.atlassian.com/search?query=crm is where I would start.  Atlas CRM and Kanoah CRM both do a really good job of it, and I've seen people very happy with Teamlead too.  For an external one, the first three mentions of Hubspot (and Jira) in that search are well worth a try if you go for Hubspot

[Charity Brown]

Okay thank you, I think I know now what I should do. I have been trying to figure out  using just Jira. That is what I'm trying to do, make Jira itself function as a CRM.