OVERALL RATINGS
INSTALLS
117
SUPPORT
- Partner Supported
Key highlights of the appAutomation CRM: Track Customers and Deals, Create Reports & Dashboards. Sync Slack, Google (Email, Calendar); Map your Sales Atlas
Manage all your Sales workflow inside Jira
Sales CRM allows your teams to build one or multiple funnels in Jira:
Track contacts, companies, and deals via your pipeline
Capture activities & interactions
Visualize opportunities and deals directly within Jira issues
Easily Automate your CRM’s Workflows and Processes
Increase your team’s efficiency through automation and integrations
Create automation rules based on triggers and conditions
Integrate to Slack, Google, and more!
Sync Jira Service Management customers & organizations
Your deal information in your Jira issue
Get customer relationship an their activities.
Stay up-to-date with the latest information through real-time data
More details
You live in the CRM. Your delivery lives in Jira. Sales CRM connects them.
Sales CRM is built for Jira. It gives revenue teams a single place to manage accounts, contacts, and pipelines while keeping work tied to the issues your company already tracks in Jira.
Sales CRM helps you:
- See CRM context on Jira issues: accounts, contacts, deals, and related activity without leaving the issue
- Link Jira issues to deals, contacts, and accounts bidirectionally, including creating issues from CRM records
- Expose CRM data through Jira custom fields and JQL functions so reporting and boards stay truthful
- Connect email and calendar workflows via Google Workspace and Microsoft 365 integrations where enabled in your tenant
- Use Slack and other channels for notifications and handoffs when your organization configures them
- Lean on AI-assisted drafting and research features where your environment has them turned on
Maintaining GDPR standards. We're active on Linkedin
Resources
Descriptor
Get the descriptor file downloaded to your system
App documentation
Comprehensive set of documentation from the partner on how this app works
Privacy and Security
Privacy policy
Atlassian's privacy policy is not applicable to the use of this app. Please refer to the privacy policy provided by this app's partner.
Partner privacy policySecurity program
This app is not part of the Marketplace Bug Bounty program.
Integration permissions
Sales CRM - Customers & Deals - Gmail & Outlook in Jira integrates with your Atlassian app
Version information
Version 1.2.3-AC•for Jira Cloud
- Release date
- Apr 16th 2025
- Summary
- Minor version update
- Details
Minor version update
- Payment model
- Paid via Atlassian
- License type
- Commercial