Sales CRM

for Jira Cloud
38 installs
  • Supported
  • Jira Service Management
  • Jira
Cloud

Automation-Powered CRM in Jira : Track Contacts and Deals into Pipelines or Jira Issues. Get all your customer insights easily

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Build your sales funnels directly in Jira

Sale CRM allows your teams to build one or multiple sales funnels in Jira with a centralized view:

Track contacts, companies, and deals via your pipelines

Visualize opportunities and deals directly within Jira issues

Automate your CRM’s Workflows and Processes

Increase your team’s efficiency through automation, save time and reduce errors:

Create automation rules based on triggers and conditions

Send notifications to Slack

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.

Stay up-to-date with the latest information through real-time data

More details

Sales CRM is a fully integrated CRM solution inside Jira Software, Jira Work Management, and Jira Service Management.

You’ll want to use these features:

  • Manage one or many sales pipeline directly in Jira
  • Identify, track, and manage your deals, contacts, and accounts directly in a sales funnel or on an issue. Enjoy the unlimited contacts!
  • Create powerful automation rules such as updating deals stages or sending notifications
  • Quickly report on your sales metrics and KPIs using Bar Charts, Pie Charts, Line chart
  • Export your data to other ecosystems through .csv , facilitating cross-departmental overview of the company’s sales and prospects.
  • Integrations: Slack, Hubspot, MS Teams (coming soon), Gmail (coming soon), Outlook(coming soon), Salesfore(coming soon)

Do you need a specific integration or feature? Let us know via our support channel.

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 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.