OFFERING MODEL

Now Consultians is your Atlassian Solution Partner in Austria

Offer & Customer Management in Jira – Streamlined, Integrated, Future-Ready

Traditional CRM and invoicing tools often lead to scattered data, manual effort, and inconsistent processes. In today’s fast-paced business world, disconnected systems are a roadblock to efficiency, transparency, and scalability. Why not fully leverage Jira – and turn it into a central platform for managing customers, offers, invoices, and payment tracking? Jira-based customer and offer management centralizes your business processes, eliminates system breaks, and ensures clear workflows with complete traceability.

Now Consultians – Your Partner for Tailored Jira Business Solutions

We help you extend Jira far beyond project tracking. With our customized setup, Jira becomes your core system for handling customer data, offer generation, invoicing, credit notes, cancellations, and payment reminders – all aligned with your business needs.

Benefits of Jira-Based Offer & Customer Management

One Central Platform

  • All customer, offer, and invoice data in one place
  • No need for external CRM or invoicing tools
  • Unified workflows across teams – from sales to finance

Automation & Efficiency

  • Automated PDF creation for offers, invoices, and credit notes
  • Workflow-driven status transitions – from “Draft” to “Payment Received”
  • Sub-tasks for invoice line items, automated reminders and approvals

Fully Customizable

  • Tailored to match your specific business processes
  • Custom fields for contacts, payment terms, validity periods, etc.
  • Seamless integration with other Atlassian tools (e.g. Confluence)

Complete Traceability

  • Every offer, invoice, and reminder is fully documented
  • Activity history and communication visible at any time within Jira
  • Credit notes and cancellations with links to original documents

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