CRM

Jira integration

A CRM connected to Jira: track a customer's request all the way to release

Sales makes a promise, the product team builds it in Jira, and the context gets lost in between. Ming CRM links each customer request to its Jira issue, so sales sees progress and the customer hears about it when it ships.

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Requests and Jira

Every feature request from a customer opens on the company card and links to an issue in Jira. Status is read from Jira, so nobody in sales has to ask the product team "what happened to that feature?"

Release emails, by module

When a release ships, Ming CRM groups the finished work by module and drafts an email for each customer covering only the modules they use. The draft goes to the account owner, who reviews it and sends it.

See the product team: Gemba and Timelog

Morning report

Daily plans from Google Chat are compared with Jira: who posted a plan, which issue stalled, where the plan and Jira disagree.

In Progress tracking

Issues that haven't moved for two working days, or have no time logged, are flagged in the report.

Timelog

See who logged how much time against a daily target. An evening reminder goes out when an issue leaves In Progress with no time logged.

Evening summary

What the team finished today, where each issue stands in Jira, what's left for tomorrow, in one email.

SDLC summary

An internal release summary is drafted from your epics after each release.

Which plan?

Requests linked to Jira and release emails by module are part of Growth ($7 per user per month). Gemba, Timelog, weekly release and SDLC summaries are part of Company; developers tracked from Jira don't count as users and cost $2 each per month. Your Jira subscription is your own and isn't included.

Frequently asked questions

Does Ming CRM write to Jira?

Ming CRM reads Jira. Requests are linked to Jira issues; status, releases and timelogs come from Jira.

Do developers need CRM seats?

No. Developers tracked from Jira don't count as users; on the Company plan they cost $2 each per month.

Does the sales team need to open Jira?

No. The request's status shows on the company card, so sales can answer the customer without going into Jira.

More use cases

Start free and have your first report ready tomorrow morning.

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