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Description
Atlas CRM provides a smooth connection between your customer information and Atlassian platforms, giving you valuable insights into your clients' preferences and requirements. Its user-friendly interface ensures that you always have the most up-to-date customer data at your fingertips, eliminating the need to switch between different tools for information. This integration allows you to compile Jira issues and Jira Service Desk requests into a unified view of your customers' needs and desires. You can efficiently manage your sales activities and enhance your conversion rates by tracking leads within a customizable sales funnel. The intuitive layout is designed for optimal user experience, ensuring that accessing customer information is quick and easy. Additionally, templates can be tailored to specify the details you want to retain for each company and contact, with a default template featuring commonly used fields to help you get started promptly. This means you can focus on what matters most: building relationships and closing deals effectively.
Description
ProForma is an intuitive form and checklist creation tool designed for Jira, enabling teams to customize how they gather data within Jira issues. With the ability to construct forms tailored to specific business requirements, it integrates seamlessly with Jira Service Management, Jira Core, and Jira Software, eliminating the need for custom field creation. Additionally, ProForma is compatible with Cloud, Server, and Data Center environments. By allowing users to design dynamic forms, it simplifies the process of collecting necessary information without the hassle of complex custom field setups, thereby enhancing administrative efficiency and accuracy. Our forms handle the heavy lifting for you, with built-in validation to ensure thorough data collection. Automation rules allow for effortless form integration into issues, management of issue transitions, or even restricting transitions altogether. Dynamic fields significantly streamline the user experience, making ProForma an invaluable addition to Jira Service Management. By utilizing forms equipped with dynamic fields and validation features, you can enhance the quality of incoming requests, ensuring a smoother workflow overall.
API Access
Has API
API Access
Has API
Integrations
Jira
Jira Service Management
Atlassian Insight
Confluence
Jira Work Management
Slack
Integrations
Jira
Jira Service Management
Atlassian Insight
Confluence
Jira Work Management
Slack
Pricing Details
$10 per month
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Avisi
Founded
2015
Country
Netherlands
Website
apps.avisi.com/apps/atlas-crm-overview
Vendor Details
Company Name
ThinkTilt
Founded
2016
Country
Australia
Website
www.thinktilt.com
Product Features
CRM
Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management
Product Features
Forms Automation
Approval Process Control
Archiving & Retention
Collaboration
Document Indexing
Drag & Drop
Full Text Search
Remote Document Access
Rules-Based Workflow
Text Editing
Version Control