Gambit documentation

Set up Gambit, connect your mail and get the most from your CRM in Jira.

• Get started

  Install Gambit CRM for Jira from the Atlassian Marketplace, choose who uses Gambit and who sees your customers, and run your CRM inside Jira the same day.

• The Gambit workspace

  Work your pipeline, accounts, contacts and customer email in one fast workspace inside Jira, with Home showing what needs you today.

• Admin guide

  How Gambit sets up your Jira site, who sees what, how Rovo fits in, and what you keep if you ever uninstall.

• Mail Sync

  Gambit Mail Sync puts every customer email and meeting on the right account and deal in Jira, so your whole team works from the same conversation.

• Sidebars

  Mail Sync capture brings customer email onto your records today, and drafted follow-ups write the reply; the inbox sidebar comes later.

• Import

  Move your accounts, contacts, deals, activity and email history from Salesforce, HubSpot or Pipedrive into Gambit with a dry run first, a full report after, and Undo for 14 days.

• Gambit in your Jira work

  Gambit brings the customer and the revenue into the Jira work your teams already do: bugs, support requests, epics and dashboards.

• AI

  Ask questions about your pipeline, read summaries and health reasons, draft follow-ups and approve AI proposals, all inside Jira, with each person seeing exactly what Jira lets them see.

• Industry packs

  Industry packs set Gambit up for the way your industry sells, with the work types, fields, pipelines, views, dashboards, rules and AI prompts it needs, installed with a preview and removable later.

• SaaS pack

  The SaaS pack sets Gambit up for subscription software: trials, plans and seats, renewals and expansion, and retention metrics.

• Professional services pack

  The Professional services pack runs your firm from quote to signed SOW to delivery in Jira, with rate cards, quote margin and a pipeline that knows whether your people have the capacity to deliver it.

• Fields and JQL reference

  Every field Gambit adds to Jira, the properties you can search, and ready-to-use JQL for finding customers, deals, email and revenue by name.

• Security and privacy

  Gambit keeps your customer data in your own Atlassian cloud, shows each person exactly what Jira lets them see, and follows your Jira site's data residency.

• Pricing and licensing

  Gambit Standard is free for sites of up to 10 users and priced per Jira user above that, and Advanced goes on sale once Atlassian approves editions.

• Backup and export

  Back up Gambit with the Jira backup you already use.

• Troubleshooting and FAQ

  Quick fixes for the questions admins ask us most, how to send us diagnostics, and how to reach Gambit support.

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