Managing leads, deals, and customer relationships often requires jumping between multiple disconnected tools. For teams that already rely on Atlassian products, this creates unnecessary friction: sales data lives outside Jira, while projects and collaboration stay inside. What came of it? Misaligned teams, information silos, and decreased efficiency.
But what if your sales pipeline could run directly on Atlassian, inside the same Jira environment your team already uses every day?
Weβre proud to officially announce the launch of SalesForge CRM: Leads, Deals & Customers Management for Jira, now available on the Atlassian Marketplace.
SalesForge CRM turns Jira into a comprehensive sales and customer management center and is designed to operate smoothly on Atlassian’s platform. This release allows businesses to track deals, manage leads, accounts and keep track of customers without ever leaving Jira.
By running natively on Atlassian, SalesForge CRM ensures deep integration, familiar workflows, and the reliability of the Atlassian ecosystem, helping teams bridge the gap between sales and project management like never before.
Key Features & Benefits of SalesForge CRM
SalesForge CRM is built as a 100% Forge-native app for Atlassian. This means it runs securely within the Atlassian ecosystem, with all your data staying in Jira and Forgeβnever leaving your trusted Atlassian environment. (What is Atlassian Forge Platform?)
Hereβs how it transforms Jira into a powerful CRM:
Manage Leads & Sales Pipeline in Jira
You can manage all of your leads and deals directly within Jira with SalesForge CRM. Everything is in one location, so there’s no need to switch between apps.
- Take each lead one step at a time: Track each lead’s progress from the initial discussion to the final sale.
- Use reminders to stay organized: To ensure that nothing is forgotten, take notes, record calls, schedule meetings, and set reminders.
- Maintain file unity: Keep crucial records with every transaction, such as contracts, proposals, or call notes.
- Collaborate as a group: Assign tasks, communicate updates, and ensure that everyone is aware of what is going on.
Integrated Email & Communication
SalesForge CRM makes it easy to keep track of all of your customer conversations in one place. You can send emails from Jira to a large number of contacts at once or to just one recipient.
- Save time with templates: Create and reuse email templates for the messages you send often.
- Keep everything connected: Link your Gmail, Outlook, or other email accounts to keep all your emails organized and connected to your deals and customer records.
- No more searching: See your emails alongside deals and customer records, so you always have the full picture.
This way, your team can communicate with leads and customers without leaving Jira, and nothing gets lost in a separate inbox.
Customer & Account Records
All of your customer and account information is stored directly within Jira when you use SalesForge CRM. Information is kept in one location rather than dispersed throughout spreadsheets or other tools.
- Every customer has a single view: Keep your history, notes, and contact information in a record that is easy to locate.
- Easy account tracking: View every individual, transaction, and activity associated with a single account.
- Stay up to date: To ensure that everyone on your team is always aware of the most recent information, add updates as you go.
This keeps your entire team in sync and makes it easy to understand your relationship with each customer.
Why SalesForge CRM Stands Out
There are plenty of CRMs out there, but most of them feel heavy, complicated, or disconnected from the tools your team already uses. SalesForge CRM is different because itβs built directly on Atlassianβs Jira platform.
- Everything in Jira: No need to manage a separate system. SalesForge CRM lives where your team already works.
- Forge-native and secure: Since itβs built on Atlassian Forge, your data stays inside Jira and benefits from Atlassianβs security standards.
- Simple and familiar: If you already know how to use Jira, youβll feel at home right away.
- Team-friendly: Sales, support, and product teams can all work together in the same place, with no silos or duplicated work.
Who Itβs For
SalesForge CRM is designed for teams who already use Jira and want a simple way to manage customers without adding another complex tool. Itβs a good fit for:
- Sales teams: Keep leads, deals, and emails in the same place you manage your work.
- Customer success and account managers: Track customer relationships, notes, and follow-ups right inside Jira.
- Growing businesses: Start small and scale your customer management as your team and pipeline grow.
- Cross-functional teams: Give sales, support, and product teams one shared space, so everyone stays on the same page.
SalesForge CRM is ready for you on the Atlassian Marketplace. You can add it to Jira in just a few clicks and start managing leads, deals, and customer records without leaving the platform you already use every day.
π Install SalesForge CRM on Atlassian Marketplace and see how easy it is to bring your sales and customer management into Jira.
The purpose of SalesForge CRM is to assist teams in better managing their client relationships while remaining in the comfortable Jira environment. However, we are aware that we can always do better.
Tell us how you’re using the app, which features you think are most useful, and if you have any ideas for improving it further. Please feel free to contact us directly with your thoughts.
As with our GanttTable Released for Jira β Our first step on Forge, SalesForge CRM is another milestone in our commitment to building powerful, Forge-native apps for the Atlassian ecosystem.
Thank you for joining the SalesForge community, and stay tuned for more updates!
