OVERALL RATINGS
INSTALLS
64
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
Build your sales funnels directly in 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
Analyze and Report on your sales funnel’s health
Create a dashboard and visualize your most important stats.
Quickly set up powerful charts to visualize metrics, and get snapshots of your sales & goals
Stay up-to-date with the latest information through real-time data
Supporting media
More details
📖Documentation|🚀Roadmap|🙏Integration or Feature Request|💬Support|💌Feedback
Sales CRM is the first fully integrated Automation-Powered CRM solution inside Jira and Jira Service Management.
You’ll want to use these features:
- Manage one or many sales pipeline directly in Jira Cloud your team
- Track and manage your deals, contacts, and accounts directly in a sales funnel or on an issue. Enjoy the unlimited contacts and easy customer insights
- Manage your deals with Labels, Activities, and Reminders
- Create powerful automation rules such as updating deals stages or sending notifications, no scripting required
- Quickly report on your sales metrics, goals and your team’s KPIs using charts in our dashboard
- Import or Export your data to other CRMs and ecosystems through .csv to remove possible data silos
- Integrations: JSM, Slack, Hubspot, Mailchimp, Google Suite Beta (Gmail, Drive, Calendar, Contacts). 👉 Outlook, AI & Zapier (coming soon)
Want to see what we're up to? 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
EULA
Get the End User License Agreement for this app
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 policy
Security program
This app is not part of the Marketplace Bug Bounty program.
Integration permissions
Sales CRM : Asset Management for Deals & Customers for Jira integrates with your Atlassian product
Version information
Version 1.0.15-AC•for Jira Cloud
Release date
Jul 5th 2024
Summary
Minor version update
Details
Minor version update
Payment model
Paid via Atlassian
License type
Commercial