Sales CRM for Jira: Asset Management for Deals & Customers

by J Soft
for Jira Cloud
51 installs
  • Supported
  • Jira Service Management
  • Jira
Cloud

Automation CRM: Track Customer and Deals, Create Report & Dashboard. Sync Slack, Google (Email, Calendar); Create your Sales Atlas

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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

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:

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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

Resources

Integration Details

Sales CRM for Jira: Asset Management for Deals & Customers integrates with your Atlassian product. This remote service can:

  • Act on a user's behalf, even when the user is offline
  • Administer the host application
  • Administer Jira projects
  • Delete data from the host application

Gallery

Sales CRM is a dedicated crm direclty in Jira so you can easily store contact and account information to create and track deals through a pipeline and generate a solid crm experience for your client facing team.