Rainbook documentation

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

• Get started

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

• The Rainbook workspace

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

• Admin guide

  How Rainbook sets up your Jira site, who sees what, how Rovo and AI clients fit in, and what you keep if you ever uninstall.

• Mail Sync

  Rainbook 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

  The Rainbook sidebars for Gmail and Outlook show the customer's account, deals and health beside every email, and let you log, create and draft a reply without leaving your inbox.

• Import

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

• Rainbook in your Jira work

  Rainbook 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 agent proposals, all inside Jira, with each person seeing exactly what Jira lets them see.

• Industry packs

  Industry packs set Rainbook 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 Rainbook 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.

• Life sciences commercial pack

  The Life sciences commercial pack, in early access, sets Rainbook up for pharma, biotech and medtech teams, with HCP profiles, call planning, contracts and formulary status.

• Government contractors pack

  The Government contractors pack, in early access, runs federal capture in Jira, with bids, gate reviews that Jira itself enforces, SAM.gov imports and a pipeline weighted by Pwin.

• Legal pack

  The Legal pack, in early access, takes your firm from intake through conflict check to an open matter in Jira, with a conflict search across every matter and matter walls built on Jira's own security.

• Regulated pack

  The Regulated pack adds the controls that regulators and auditors in healthcare, financial services, government and legal ask for, in one pack you install on the Advanced edition.

• Fields and JQL reference

  Every field Rainbook 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

  Rainbook 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

  Rainbook is free for sites of up to 10 users, priced per Jira user above that, and sold through the Atlassian Marketplace in Standard and Advanced editions.

• Backup and export

  Back up Rainbook with the Jira backup you already use.

• Release notes

  What's new in Rainbook and Rainbook Mail Sync, newest first, with a dated entry for every version we release.

• Troubleshooting and FAQ

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

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