See each account's health, deals and Jira work on one page
Open an account and you see its key facts and health at the top. Gambit is a CRM that runs inside Jira Cloud. Below the header sit the account's timeline and its Work tab, with its deals and delivery work. Accounts and contacts are Jira work items in your own site, so its permissions, search and history cover them.
Free on Jira sites of up to 10 users.
See an account's deals and delivery work on one time line
The Work tab draws an account's deals and the delivery work on one time line. On paid plans, it also draws the account's promises. Davis Hospitality's chief revenue officer opens Highgate's Work tab. She sees the $2.12M renewal deal beside the Jira work it depends on. A won deal shows its Delivery card once delivery starts. Email reaches the timeline through Gambit Mail Sync, a separate app.
Mail Sync requires an active Gambit subscription.
Capture needs a paid Gambit plan.
Microsoft 365 users connect their own mailbox wherever their IT allows it, or IT connects everyone; Google Workspace capture is connected by the IT admin; capture is labelled beta; personal Gmail opens after Google's review, with a waitlist.
Davis Hospitality, its accounts and its deals are sample data.
Each account carries a health score from 0 to 100
The score comes from signals your teams already create in Jira. Those signals are support volume, SLA breaches, open bugs and days since the last conversation. In the sample data, Highgate's card shows health 90, $2.0M in ARR and a renewal on Jan 31, 2027. When health falls under 40, or drops 15 points in a week, the account's owner gets one Jira notification with the top reason, at most once a week. On paid plans, AI writes the reasons behind each score. On the free tier, the reasons come from a template.
Davis Hospitality, its accounts and its deals are sample data.
Change several accounts at once, with 10 seconds to Undo
Select several accounts or contacts and change a field, such as the owner, in one step. If you picked the wrong rows, press Undo within 10 seconds to put them back. Promote a person from the people index to a contact. Accounts and Contacts list your companies and people by their full names. Save the filters and columns you use as a view.
For your Jira admin
Free on Standard for sites of 1–10 users: the whole CRM, industry packs and Ask, with about 60 to 100 Ask analyses a month; background capture, summaries and drafts need a paid plan.
Questions and answers
What goes into an account's health score?
Health comes from four signals in Jira: support volume, SLA breaches, open bugs and days since the last conversation. The score runs from 0 to 100 on each customer account. On paid plans, AI writes the reasons behind the score. On the free tier, they come from a template.
Where do accounts and contacts live in Jira?
Accounts and contacts are Jira work items in your own Jira Cloud site. Jira search, dashboards, permissions and history apply to them. If you uninstall Gambit, they stay in Jira with their files attached. Gambit's own indexes and AI working state go, except what its nightly Gambit Archive item keeps.
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