A Guide to Customer Relationship Management Basics
August 5, 2025
Learn the customer relationship management basics your business needs to grow. Our guide covers core concepts, benefits, and how to get started with CRM.
- Apps
- User Management
- SAML Single Sign-OnAuthenticate and provision users
- User & Groups SyncSynchronize users and groups
- User DeactivatorIdentify and disable inactive users
- API Token AuthenticationReplace passwords with tokens
- AWS ALB AuthenticationAuthenticate with AWS
- HTTP Header AuthenticationAuthenticate with request headers
- Productivity
- NASA - Agile Meetings for TeamsNASA – Not Another Standup App
- Out of Office Assistant for Jira CloudWork delegation and vacation responders
- Required Fields for monday.com AppAutomations that will ensure you never miss vital data again!
- Task Egg TimerTime Tasks, count down deadlines
- Issue Translation for JSMMake Jira Service Management multilingual
- Issue Translation for JiraIssue translations: subject, description & comments
- Reporting for Confluence with Google AnalyticsUser insights for Confluence Cloud
- Link Shortener & URL RedirectsUser-friendly branded links for Confluence
- Integration Apps
- monday.com for ConfluenceVisualize and share your boards
- Confluence Plugin for Zoom RecordingsEasily access recorded meetings
- HubSpot for ConfluenceIntegrate & Link HubSpot boards into Confluence
- Smartsheet for ConfluenceEmbed gantt, calendars and more
- Miro Embed for ConfluenceFreely navigate whiteboards together
- PDF Embed for ConfluenceEmbed your PDF documents in Confluence
- Space Holder Link
- monday.com for JiraVisualize and share your boards
- Jira Plugin for Zoom RecordingsAmplify your Zoom recordings in Jira
- HubSpot for JiraConnect Jira issues in HubSpot
- Embed Airtable for ConfluenceDynamic datasets and forms
- PowerBI Embed for ConfluenceBridge the gap between data and decision making
- More Embed Apps
- User Management
- Support
- Documentation
- Partners
- Whitepapers
- Transforming StandupsSay no to bad agile comms and pave the way for change
- re:solution v.s. Atlassian API-TokenSome apps are built differently
- Data Center SAML SSO resolution vs AtlassianFull feature comparison with the native Single Sign On functionality
- Out of Office – For Jira PMsKeep Teams Aligned, Even When Members Are Away
- Out of Office – ITSM & ESMSmart Delegations. Confident Automation.
- Blog
- About Us
