Sales CRM

Name: Sales CRM
Rating: 4 (2 reviews)

for Jira Cloud

17 installs

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

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

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

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

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.

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.

Sales CRM integrates with your Atlassian product. This remote service can:

Home - Pipelines