Sales CRM for Jira – Introducing the first fully integrated Automation-Powered CRM for Jira

  • Fully integrated in Jira
  • Built-in Automation Capabilities
  • Multiple Sales Pipeline in Jira
  • Creation of Contacts, Companies, and deals
  • Sales Dashboard and Goals Tracking
  • Integrate with Mailchimp, HubSpot, Jira Service Management, Gmail, Google Calendar, Google Drive, and more!
Try 30 days for free on the Atlassian Marketplace!
Something for each of you

Find out how Sales CRM can work in your team

For Sales

Find out how your Sales Team can use Sales CRM in Jira.

For Support Agents

Find our how Support Agents can Leverage Sales CRM in JSM.

For CSM

Find out how CSM can centralize all their clients data in Sales CRM.

Use Cases

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

Sales CRM allows your to add all your companies and contacts from either JSM or directly. You can also manage all your deals through a pipeline. Find how to do this here

Sales CRM for Jira lets you manage deals, contacts, and accounts

With Sales CRM, you can set up an automation to trigger to have your contacts sync to a Mailchimp Audience List. From there, you will also be able to automatically send emails to that list. You can learn the setup here

Sales CRM can create a full workflow

You can connect HubSpot with Sales CRM so that when prospects book you using a HubSpot Calendar meeting, the form that they fill will be created as a deal in Sales CRM. You can learn the setup here

You can connect your Slack channel to Sales CRM to set up notifications based on a trigger of your choice. You can learn the setup here

Sales CRM allows you to capture and sync all the clients and prospects going through JSM, and add them to your pipeline as a deal. By mapping in the fields that you want Sales CRM to sync from JSM, you can capture all the relevant information. You can learn the setup here

How Sales CRM fares compared to the Competition

Sales CRM Vs. Atlas CRM

Simple Feature Comparison Table

Sales CRM
$610/y

For 50 users
2024 Rising Star

Sales CRM is fully integrated in Jira, which means that you will never need to leave the tool in order to have all the customer data.

You will also be able to quickly navigate from the app or issues back to wherever you need to go in Jira

Easily create multiple Pipelines for your various Client-facing teams using Jira.

Create and Track Contacts, Companies, and Deals.

Visualize opportunities and deals Directly via Jira issues

Add Powerful Charts to visualize sales metrics and KPIs

Set-up Goals to ensure health of the pipeline and monitor the performance of the team

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

The first ever CRM in Jira to have built-in automation capabilities and to take an Automation-centric approach

The non-coding automation works with a “If-Then” approach that anyone can leverage.

More automation capabilities are being added to provide a more powerful experience

Integrate with Mailchimp, HubSpot, Jira Service Management, Gmail, Google Calendar, Google Drive, and more!

Sales CRM believes in capturing as much Contact & Company interaction as possible – either through the use of integrations, through automation, or by manually adding activities done with the contact or the company.

And much much more coming soon…

Try for 30 days for free

Atlas CRM

$1,725/y

For 50 users

Same as Sales CRM

Automation achieved through Automation for Jira

Integrates to Emails, Calendars and JSM

Mainly requires users to track activities done with clients or companies

UI is a separate entity to Jira. Prone to Context Switching issues

No native graphs capabilities for KPIs or Goals

Limited development effort as per their roadmap

FAQs

Sales CRM is our latest app designed to streamline sales processes and enhance customer relationship management. It is an Automation-Powered CRM in Jira that aims to let you and your team track contacts and deals into pipelines or Jira Issues.

Yes! You can try Sales CRM for free through the Atlassian Marketplace, here.

No! Our Automation tool is uses a straightforward “If-Then” approach, which does require some setting up, but no coding experience is required.

Yes! Simply open a support ticket and help us understand how you are planning on using the tool and we’ll be happy to help. If you want to share your use case, we can work something out together…

Yes! We want to better understand how you’re using our tool. If you have features that you need in order to make things work – we also want to hear about it! Contact us through a support ticket and we’ll be happy to chat

No! There is currently not a limit to the amount of contacts that can be going through Sales CRM. However do note that it is possible that after 10,000 deals, the performance might be impacted

Quick Links

Sales CRM on the Atlassian Marketplace

Trial Sales CRM for 30 days free Here

Find our Roadmap

Find our Latest Roadmap Here

Find our Documentation

View our documentation Here