G2

Shravankumar L.

Information security analyst

Enterprise (> 1000 emp.)

8/13/2025

"Jira CRM Journey: Customers and Sales Simplified"

5/5

What do you like best about CRM for Jira - Customers and Sales?

At Capillary Technologies, we handle a large volume of customer requests and sales-related Jira tickets every week. CRM for Jira – Customers and Sales has been extremely useful because it allows us to link customer records directly to Jira issues. For example, when working on an access-related request for a client brand, I can instantly see their past tickets, contact details, and account information without leaving Jira. <br><br>This helps me respond faster and ensures I have full context before making changes. The integration with our existing Jira workflows also means I can assign, comment, and update both the ticket and customer record in one place, saving significant time during daily operations. Review collected by and hosted on G2.com.

What do you dislike about CRM for Jira - Customers and Sales?

Honestly, there’s very little to dislike about CRM for Jira – Customers and Sales. At Capillary Technologies, it blends so well into our Jira workflows that it feels like a native feature. The only small thing I could mention is that exploring all the advanced features takes some time because it offers so many capabilities. But in a way, that’s a positive — once you learn them, you realize how much more efficiently you can manage customer and sales data inside Jira. Review collected by and hosted on G2.com.

What problems is CRM for Jira - Customers and Sales solving and how is that benefiting you?

At Capillary Technologies, one of our biggest challenges was that customer details and Jira tickets were handled in separate systems. For example, if a brand like Peter England raised an access request, I had to check Jira for the ticket details and then open a different tool for customer history. CRM for Jira – Customers and Sales has solved this by bringing both into a single view. Now, when I open a Jira issue, I can immediately see the customer’s contact info, past requests, and related tickets — all without switching applications. This saves me at least 2–3 hours each week, improves response accuracy, and ensures I have complete context before taking any action. It has also made collaboration with our support and sales teams smoother, since everyone can see the same customer data directly in Jira. Review collected by and hosted on G2.com.