New in Mria CRM: Bulk Leads Import, Notifications Tab & Enhanced Notes

Mria CRM: CRM for Jira Teams has released three new capabilities to improve how teams manage sales and customer work inside Jira:

Bulk Lead Import for fast pipeline onboarding from spreadsheets, events, and legacy CRMs
CRM Notifications Panel to track changes and actions in real time without leaving Jira
Rich-Text Notes Editor to capture meeting notes, call summaries, and follow-ups in a structured format

These updates focus on speed, clarity, and execution, helping sales teams get leads into the system faster, stay aligned on activity, and keep customer communication organized directly in Jira.

Below you’ll find a detailed overview of each feature, practical use cases, and best-practice suggestions to help your team adopt them effectively. We also share a preview of what’s coming next in Mria CRM.

1. Bulk Leads Import: Bring Lead Lists Into Jira and Assign Ownership Fast

The new Lead Import tool lets you upload Leads in bulk from spreadsheets or other CRMs and add them to Mria CRM with field mapping, duplicate detection, and assignment options.

This makes it easy to bring in:

event and conference Lead lists
exported Lead lists from legacy CRMs
marketing-sourced spreadsheets
manually collected prospects (webinars, forms, outbound lists)

Instead of adding Leads one-by-one, teams can now spin up an active pipeline inside Jira in minutes.

How it works

Download the sample file and format your data to match
Upload your CSV or XLSX file
Map lead fields (email, name, company, status, source, etc.)
Preview duplicates to avoid clutter
Confirm import and assign Leads immediately
Continue working while the import runs in the background

Use cases

CRM migration: consolidate scattered spreadsheets or CRM exports into one system
Event follow-ups: upload trade-show lists and assign reps the same day
Marketing ops: pull Leads from form tools, verify data, and push into Jira
Outbound programs: load enrichment data and distribute accounts to SDRs

Best practices

Clean emails before upload to reduce duplicates
Include “Lead Source” and “Tags” fields for reporting later
Assign Leads during import to ensure immediate follow-up
After import, filter by “Import files” to prioritize outreach

Tip: Use a shared import template with Lead Source + Tags (event name, industry, campaign, priority). It keeps every list clean and easy to segment later.

2. CRM Notifications: A Focused Workspace to Track Updates and Changes

The new Notifications panel keeps sales and CS teams aware of important activity without leaving Jira. It surfaces changes and mentions so work always moves forward.

You’ll now receive alerts for:

new Lead/Deal assignments
status changes in Leads and Deals
activity (tasks, meetings) updates and mentions
import completion
Jira work items changes or completions tied to CRM records

Everything appears in a dedicated notifications area, so you don’t have to dig through pages to see what needs action.

Mria CRM Notifications: A Focused Workspace to Track Updates and Changes

Use cases

Daily review and follow-up: Open Mria CRM and start the day by checking notifications, seeing assigned Leads, updated Deals, finished tasks, or meeting changes, and acting on them immediately.
Lead-to-deal handoff: SDR converts a Lead to a Deal and assigns it – asignee sees the notification and continues the workflow without waiting on messages.
Event list with Lead assignments: After Lead import, reps see assigned Leads in notifications and begin structured outreach.
Cross-team collaboration: Customer success adds a note on a customer and @mentions sales – sales sees it upon CRM entry and responds or schedules next steps.
Meeting & task updates: If a meeting time is changed or a task on your Deal is marked done, you see it and adjust your plan accordingly.

Best practices

Prioritize critical alerts first: Handle Deal closing reminders, amount changes, and new assignments before routine updates to avoid pipeline slippage.
Validate pipeline-impacting changes: When someone updates your Deal stage, value, or closing date, open the record and confirm the update is accurate and next steps are documented.
Review mentions & notes: If you’re tagged or someone leaves a note, respond in the record and convert key points into tasks, keeps communication tied to pipeline, not chats.
Check newly linked Jira work or Contacts: When something is linked to your Lead/Deal (Jira issue, Contact, Company), open it and confirm relevance, timing, and ownership.
Process new Lead assignments from imports immediately: When Leads are assigned to you from import, open them, qualify or tag, assign first action, then mark notifications as read.

Tip: Treat notifications as pipeline control points, if it’s assigned to you or changed on your record, open → verify → document → schedule next step, then mark read.

3. Rich Notes Editor: Structured Notes Across Leads, Deals, Contacts, and Companies

Mria CRM notes now support rich formatting – bold, bullets, checklists, and highlighting – making it easier to document conversations and drive follow-ups without losing context.

What you can do:

Capture call summaries in a structured format
Create checklists for next steps in the note
Highlight key decisions, blockers, and timelines
Keep internal comments clean and action-oriented
Maintain one clear narrative per account

This turns notes from “text storage” into operational documentation that actually drives action.

ich Notes Editor: Structured Notes Across Leads, Deals, Contacts, and Companies

Use cases

Record sales call notes and next steps in bullet format
Maintain ongoing account context on Company and Contact records
(priorities, blockers, renewal signals)
Track qualification info for Leads and early-stage Deals
Log internal alignment notes between sales, CS, and product
Document account expansion or renewal prep conversations

Best practices

Always link Notes to the right object: Put deal-specific details on the Deal, account history on the Company, and personal details/communication notes on the Contact; this keeps reporting, context, and handover clean.
Use Notes to confirm facts and commitments, not opinions: Capture who said what, deadlines, blockers, criteria, next steps, and decision power, not vague impressions. If it can affect the Deal or retention, document it.
Record qualification and progress signals consistently: Include buying criteria, key stakeholders, budget clarity, urgency, and risks in every early-stage note. Consistency reduces re-qualification later.
Make Notes usable by someone else tomorrow: Write notes so another rep or CS manager can pick up the thread without asking questions. If someone else inherited the Deal/Account tomorrow, would they understand the status & plan?
Tie every significant Note to a next action: Notes show what happened; next steps move the pipeline. After calls, convert decisions into tasks, and don’t let knowledge sit without motion.

Tip: Notes keep history, tasks drive action. Every call note should end with next steps – checkboxes for today, tasks for tomorrow.

What’s Next in Mria CRM

We continue to build the core CRM layer inside Jira with focus on execution, data integrity, and cross-team alignment. Upcoming improvements include:

Gmail integration
Send and receive emails directly from CRM records once Gmail is connected. Emails will attach to the right Lead, Deal, Contact, or Company, so no copy-paste, no context switching.

Contacts import
Import large contact lists with field mapping, deduplication, and owner assignment to structure your database quickly and cleanly.

Bulk updates
Update stages, assignees, tags, and statuses across many CRM records in one action – ideal for pipeline cleaning, SDR reassignments, or quarterly database maintenance.

Mentions & collaboration
@mention teammates inside CRM objects and notes so responsibilities are clear and follow-ups stay inside the customer record, not buried in chat tools.

Dashboards
Live pipeline and revenue insights directly inside Jira. Monitor stage progression, conversion rates, deal volume, sales velocity, and revenue performance to guide forecast accuracy and team prioritization.

Confluence integration
Link Confluence pages to CRM records (Deals, Leads, Contacts, Companies) to keep account plans, discovery docs, and meeting notes connected to the customer while CRM remains the execution layer.

Final Words

Mria CRM continues to evolve as a complete CRM layer built directly inside Jira. With faster lead onboarding, clear activity tracking, and structured customer notes across all CRM objects, teams can now run sales and account work with the same discipline and visibility they rely on for delivery and support without switching systems.

These capabilities are live. If you already use Mria CRM, explore them in your workspace and bring them into your daily process.
If you’re considering a Jira-native CRM, this is the right moment to start – work with real pipeline data, see how information stays connected to Jira issues, and evaluate how a single-system workflow changes execution quality.