CRM Rail

🚀 CRM Rail – Complete Jira CRM
Manage Sales, Leads, Deals, Customers, Invoices, Quotes, and Win Contracts – all inside Jira.

📈 Pipeline – Custom stages, Kanban drag‑and‑drop, win probability, rotting alerts.
🧑‍💼 Leads – Capture contacts, organizations, value, and expected close dates.
💰 Deals – Track value, stage, labels (Hot/Warm/Cold), and analytics charts.
🤝 Customers – Store profiles with billing/shipping addresses, email, phone.
🧾 Invoices – Add line items with auto-calculated totals, due dates, account links.
📄 Quotes – Manage draft→accepted flow, terms, carrier, validity.
📦 Sales Orders – Track status, commissions, purchase orders.
🏆 Win Contracts – Close deals, trigger automation, track revenue.

⚙️ Admin – One‑click setup creates Jira project, issue type, and custom fields.
💬 Activity – Timeline with comments, notes, scheduled calls/meetings.
📊 Analytics – Bar charts, velocity metrics, rep performance.