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.

What you need

A Jira Cloud site and a Jira admin. The setup wizard runs in your browser as you, so you need Jira admin rights. Limiting Rainbook to a new group needs a site admin; if that isn't you, the wizard gives you a ready-to-send message for your site admin and carries on once the group exists.
Three space keys. Rainbook creates three company-managed spaces, keyed RBCRM, RBDIR and RBACT by default. If a key is taken, pick another in the wizard.
Jira Standard or above, for private deals. Rainbook works on every Jira plan. On Jira Free, everyone on the site sees every record; private deals and private threads need Jira Standard or above.
Optional, for later: an export from your current CRM (Salesforce, HubSpot or Pipedrive) and someone who can approve Rainbook Mail Sync in Microsoft 365 or Google Workspace.

Install Rainbook

Rainbook comes as two apps on the Atlassian Marketplace:

Listing	What it gives you
Rainbook CRM for Jira	The CRM: the workspace, the Ask bar, the customer panel on every Jira issue, Rainbook's fields, reports, AI and industry packs
Rainbook Mail Sync for Jira	Email and calendar capture from Microsoft 365 and Google Workspace onto your Jira work items, plus the Gmail and Outlook sidebars

Install Rainbook CRM for Jira first. Mail Sync requires an active Rainbook subscription. It pairs with Rainbook during setup.

Open the Rainbook CRM for Jira listing on the Atlassian Marketplace and choose Get it now (or Try it free).
Pick your Jira site and confirm. Atlassian shows the permissions Rainbook asks for before you approve them.
Go to Manage apps, find Rainbook and choose Configure. The setup wizard opens.

Rainbook is free on Standard for sites of up to 10 users, so a small team can install and keep using it at no cost. See Pricing and licensing for larger sites.

Run the setup wizard

The wizard walks you through a handful of short steps. Back and Next keep your answers, and if you close the tab you pick up where you left off.

Welcome. Rainbook detects your Jira plan, how many users your site has, whether you use Jira Service Management, Jira Product Discovery and Rovo, and shows what that means for you.
Company. Your reporting currency, the month your fiscal year starts, and your own email domains, so Rainbook can tell your team's email from your customers'.
Spaces. Names and keys for the CRM, Directory and Activity spaces. Rainbook checks each key as you type.
Access. The one question about who sees customers, deals and email (below).
Packs. Choose industry packs. SaaS and Professional services are ready for every team; Life sciences, government contractors and legal packs are early access. Every pack installs fully on every edition. See Industry packs.
People. Who uses Rainbook? Choose Everyone in Jira or Limit Rainbook to a group (below).
Mail. Install Rainbook Mail Sync from the Marketplace; once setup is finished, pair it in Settings › Mail.
Preview. Every change Rainbook will make, before it makes any.
Apply. Rainbook builds your setup from your browser and shows progress object by object.
Finish. A health check of the new setup, the customer panel switched on for your work items, and your next steps: import data, invite users, open Rainbook.

The preview shows every change

Before anything changes, the wizard lists every space, work type, field, screen, workflow, scheme, security level, group, filter and dashboard it will create or reuse, with before and after values for anything it modifies. The summary line reads "Nothing existing will be deleted." If Rainbook finds a field or group that already matches, it reuses it and says so. You can download the preview as a JSON file for your change records.

Apply runs one object at a time and records each step, so closing the tab mid-apply resumes at the next object with no duplicates. If Jira refuses a change, you see Jira's own message with Retry.

The one access question

The Access step asks: "Who should see customers, deals and their email?"

Everyone in Jira (recommended). Everyone working on an issue sees which customers it affects and the revenue at stake, and the team reads customer email on the account.
Only CRM users. Only the people who use Rainbook open customers, deals and email. This choice is available only when you limit Rainbook to a group: everyone else still sees customer names and revenue on their own work.

In everyone mode, Only CRM users is unavailable for the accounts-and-email audience: "Everyone in Jira uses Rainbook, so customers are open to everyone. To narrow, limit Rainbook to a group."

Email follows the record it's linked to, so whoever can open an account or deal also reads its email. Anyone can make a single thread private with Make private, so only they and the people Jira allows can open it: by default, the owner and members of rainbook-admins. A deal owner can make a deal private to the people they choose. To change your answer, choose Run setup again in Jira settings › Apps › Rainbook; Rainbook updates who can open what straight away.

On Jira Free the wizard skips this step and shows one line instead: "Everyone on your Jira site works in Rainbook together. Private deals and threads need Jira Standard."

Who uses and runs Rainbook

Everyone who can open the CRM space in Jira is a Rainbook user from day one, with no group to fill in. They open the records Jira lets them see, use Ask, comment, attach files, add contacts, pair the Gmail and Outlook sidebars and connect their own mailbox.

Your Jira admins run Rainbook's settings and access. Imports, the move from Rainbook Beta, activity history, privacy requests, diagnostics, exports of all data and the nightly archive stay with members of rainbook-admins, because they show or change record content. Setup adds the person who runs it to the group; a Jira admin can add others in Jira's groups. To let someone run Rainbook without making them a Jira admin, add them to rainbook-admins too. Admin rights never open a private record: Jira's security levels decide who sees it.

Jira guests are not Rainbook users unless an admin adds them to rainbook-users.

Groups are optional. Setup asks Who uses Rainbook? Choose Everyone in Jira, or to narrow who uses Rainbook, choose Limit Rainbook to a group and pick a group you already have, or let Rainbook create rainbook-users. If you aren't a site admin, the wizard shows the exact group name with a copy button and Send to my site admin, then continues as soon as the group appears. When Rainbook is limited to a group, everyone else on your site still benefits: they see customer names, revenue impact and health on their own Jira work, and with Everyone in Jira they can open the accounts and deals behind it.

Sites that set up Rainbook before groups became optional keep group-only access until you change it. Open Settings › Access › Who uses Rainbook to switch; the confirmation names who gains or loses access. On Jira Free, switch through Run setup again in Jira settings › Apps › Rainbook. With the Regulated pack, use stays group-only and admin rights stay with rainbook-admins only; Jira admins are not Rainbook admins there unless they belong to that group.

Free for small teams

Free on Standard for sites of 1–10 users: the whole CRM, industry packs, sidebars and Ask, with about 60 to 100 Ask analyses a month; background capture, summaries and drafts need a paid plan.

Atlassian bills apps by the number of users on your Jira site, so the free tier applies while your site has 10 or fewer users. When your team grows, Rainbook moves to Standard pricing and everything you've built stays in place.

Your language

Rainbook shows its screens in the language you use Jira in when that is English, German, Spanish, Japanese, Brazilian Portuguese or Simplified Chinese (European Portuguese reads Brazilian Portuguese), and in English otherwise; more languages are on the way. Each person picks their own: change yours in your Atlassian account under Account preferences › Language. The Gmail and Outlook sidebars follow the language you use Gmail or Outlook in.

Next steps

Connect your mail. Open Jira settings › Apps › Rainbook Mail Sync so it shows its Connect code, then open Settings › Mail in Rainbook, check it shows the same code, and press Connect. If Connect isn't offered, press Use a pairing string instead (Pair Mail Sync until Mail Sync's page shows a code) and paste the string under Pair with Rainbook on the Mail Sync page. Then connect mailboxes there. 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. See Mail Sync.
Add the sidebars. Install the Gmail add-on or the Outlook add-in and connect it to Rainbook in one approval. See Sidebars.
Import your CRM. Bring in accounts, contacts, deals, notes and email history from Salesforce, HubSpot or Pipedrive. Start with a dry run; you can undo an import for 14 days. See Import.
Ask your first question. Type "Which renewals are at risk this quarter?" in the Ask bar and get a chart you can save to a Jira dashboard. See AI.
Find your way around. Home, the Inbox, Pipeline, Accounts, Contacts, Renewals, Conversations and Reports: see The Rainbook workspace.
Invite your team. Share the Rainbook link in Jira's app menu. In everyone mode, people who can open the CRM space can start straight away; in group mode, add your team to the chosen group.
Learn the admin side. Spaces, access, private deals, Rovo and AI clients, and what you keep if you ever uninstall: see the Admin guide.