- Supported
- Jira Service Management
- Jira
Automation CRM: Track Customer and Deals, Create Report & Dashboard. Sync Slack, Google (Email, Calendar); Create 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
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)
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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 policyResources
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.