Managing leads, deals, and customer relationships can feel like a juggling act, especially when your team is already using Jira to keep projects on track. Adding another tool like Salesforce or HubSpot often means extra work—switching apps, syncing data, or learning new systems. What if you could handle all your customer-related tasks right inside Jira?
Sales & CRM for Jira, a Forge-native app, makes this possible by bringing customer relationship management (CRM) directly to your Jira workspace. For sales and marketing teams, this means less hassle, better organization, and more time to focus on what you do best: closing deals and connecting with customers. Here’s how the app can make your workday easier and more productive.
What Do You Look for in a CRM Tool?
A Customer Relationship Management (CRM) system helps businesses organize how they interact with leads, customers, and accounts to build stronger connections and drive sales. The “C” (Customer) is about keeping all your customer data in one place for easy access. The “R” (Relationship) focuses on tracking interactions—like emails, calls, or meetings—to nurture trust and loyalty. The “M” (Management) means simplifying these tasks to save time and keep teams aligned. A good CRM should fit into your existing tools, be easy to use, and help both sales and marketing work toward shared goals.
Sales & CRM does this by natively integrating within Jira, so you don’t need to juggle multiple apps. Sales teams can track leads and deals in a clear pipeline, while marketing teams can manage customer outreach with tools like email templates. It’s built to simplify your work, keep data secure in Jira, and help both teams collaborate without extra complexity.
How Sales Teams Stay Organized and Focused
Sales reps often deal with scattered information—leads in one app, meetings in another, and files somewhere else. Sales & CRM brings it all together in Jira, saving you time and mental energy. Picture a clean table grid where leads, deals, contacts, and accounts are neatly organized for quick access. Need to update a deal or add notes? You can edit one item at a time or update multiple records at once, making it easy to keep things current during a busy day.
The app also lets you visualize your sales pipeline, so you can see where every deal stands at a glance. You can manage meetings, calls, reminders, and files right in Jira, keeping your team on the same page. Plus, importing data is simple if you need to connect with other tools. For sales teams, this means less time wrestling with apps and more time building relationships and closing deals.
Better Customer Outreach for Marketing Teams
Marketing teams know how important it is to stay connected with leads and customers, but managing communications across platforms can be a headache. Sales & CRM makes this easier by letting you send emails to one contact or many at once, right from Jira. You can save email templates and signatures to keep your messaging consistent, whether you’re sending a newsletter, a promo, or a follow-up. The app connects with tools like Gmail and Outlook, so your emails are organized and easy to track.
All your leads, deals, and customer info live in Jira, giving you a clear view to plan campaigns based on real sales data. This helps marketing teams apply marketing fundamentals to craft targeted messages that support sales efforts, like nurturing leads or re-engaging past customers. With everything in one place, you can focus on creating meaningful connections instead of managing multiple systems.
Why Keeping It in Jira Makes a Difference
Using a CRM shouldn’t mean learning a new platform or risking data leaks by moving information around. Sales & CRM is 100% Forge-native, meaning all your data stays secure within Jira’s ecosystem. Since it uses Jira’s familiar interface, your team can start using it without a steep learning curve. Sales and marketing can work together on shared projects, with customer data always up-to-date and accessible.
This approach cuts down on repetitive tasks, like copying data between apps, and reduces errors from mismatched information. For teams already relying on Jira, Sales & CRM feels like a natural extension, helping you manage customer relationships without disrupting how you work.
Ready to Work Smarter in Jira?
Sales & CRM for Jira helps sales and marketing teams save time and stay organized by bringing CRM tools directly into Jira. Sales reps can track deals and manage tasks efficiently, while marketers can connect with customers and align with sales—all in one familiar platform. It’s about making your work easier, not adding more complexity.
Curious to see how it works? Check out Sales & CRM in the Atlassian Marketplace or your Jira instance. It’s a simple way to bring your customer management and project work together, letting your team focus on what drives results.
