PractiProject
Mini CRM Documentation
General
A CRM system provides a central place for businesses to store customer and prospect data, track customer interactions, and share important information between colleagues. It gives businesses a 360-degree view of their customer, enabling them to build better relationships by engaging in more personal and relevant ways.
This APP ensures that every step of the interaction with consumers goes smoothly and efficiently in order to increase the overall profits. The software gathers customer data from multiple channels.
Main Features
Customers Record
Customer Contracts management and Tracking
The customer information on tickets
Customers work reports
Privacy and Security
Customers Record
On the main MiniCRM screen, you can review your customer's information.
The information is divided into 4 sections:
Customer general information, Customer contacts, Cucustomer’s current situation.
Customer general information
This section will display any information set in the customer record.
You can add a new customer by pressing the create button on the company details section.
The customer record is a regular Jira entity, which means you can add any custom field you want to this record to hold any type of information you want.
The customer info section will display any field with value for the selected customer.
There are ready-made fields to control whether to display this customer information to users on related tickets or not.
Customer status
The customer record has a status (which you should adjust to present your sales marketing funnel). you can view your customer's status by creating a kanban board with the relevant statuses to display that will present your sales processes.
A customer has a status that presents your sales and marketing funnel.
You can view your customer's status by creating a kanban board with the statuses that present your sales processes funnel.
Customer contacts
This section will present any information about the contacts you have with this customer. You can add a new contact or edit an existing contact.
The customer record is a regular Jira entity, which means you can add any custom field you want to this record to hold any type of information you want.
There are ready-made fields to control whether to display this contact information to users on related tickets or not.
Customer Engagements
This section will present you the different engagements you set with the customer, so you can see the relationship buildup with the customer.
A sales activity is anything that moves your deals toward closing. It can be a phone call, lunch, meeting, email, or anything in between. Log your engagements in the system so you can see how to manage the customer engagements.
Customer Contracts
You can set a contract with a customer and track the work spent for this contract.
Creating either a fixed project contract or time-based contract.
Connect Jira issues to the contract
You can connect a full project to the contract - this means that all the work done in that project is allocated to this (and only this) contract. e.g. ABC customer contract is set for ABC project in Jira, and that contract will accumulate all the work logged in this project to this contract
You can connect an Epic to the contract - this means that all the work done in that Epic is allocated to this (and only this) contract. You can connect more than one Epic to this contract if you want. e.g. ABC customer contract is set for ABC Epic in Jira, and that contract will accumulate all the work logged in this Epic to this contract
Contract information
The contract information will include pre-defined fields, but will allow you to add any custom field to the Jira entity for the contract.
You will be able to see accumulative information of the logged work done on the connected Jira records.
Contract details
You can view the contract-related Jira records by pressing the 3 dots button and selecting the View issues option, this will open up a predefined filter with the related Jira issues for this contract.
Privacy and Security
If you want to have the contract information private to a specific person or role, this can be done by changing the entity permission of the contract in the Jira scheme to allow the only specific user or a role to be able to view (+insert / edit) these type of information. any other user will be allowed to view all the other types of customer information (Customer details, contacts, engagements) but will not be able to see the contracts.
Customer details on Jira records, you can set (per customer) which information to display on a Jira ticket that is related to an existing contract.
Customer data on Jira issues
The addon will present customer information on tickets that are related to the customer contracts. any ticket opened on a related Epic or Project (depends on the relation set in the contract) will have the customer information displayed on the ticket.
You can control what type of information do display on the display fields both on the customer information and on the contacts information.