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What is SalesForge CRM?
SalesForge CRM transforms Jira into an all-encompassing platform for managing sales and relationships effectively. Being a fully native application built on Forge, it functions securely within the Atlassian ecosystem, empowering both sales and project teams to work together smoothly without having to switch between various systems.
Key Features & Capabilities
- Management of Lead & Deal Pipelines
- Comprehensive Contacts, Accounts & Customer Records
- Built-in Email Functionality & Templates
- Secure and Forge-Native Data Management
- Enhanced Team Collaboration & Visibility
With the introduction of SalesForge CRM, teams working in Jira can easily manage their sales processes, customer engagements, and communications, all while staying within the Jira interface. This integration of CRM capabilities into the Atlassian suite eliminates unnecessary context switching, reduces the formation of data silos, and aligns the workflows of sales with product and support teams. As a result, users benefit from faster onboarding, greater transparency, and significant improvements in both efficiency and revenue generation. This cohesive approach not only enhances collaboration but also ensures that every participant is working towards shared objectives, ultimately leading to a more synchronized and productive environment. Additionally, the improved visibility into sales activities can help teams make better-informed decisions.
What is Atlas CRM?
Atlas CRM creates a seamless bridge between your customer information and Atlassian applications, offering critical insights into customer preferences and requirements. Its intuitive interface displays real-time client data, which means you won't need to switch out of your Atlassian tools to access important information. The integration is smooth, enabling you to gather Jira issues and requests directly from Jira Service Desk, thereby providing a unified perspective of customer needs. You can effectively oversee your sales initiatives by monitoring leads through a customizable sales funnel, which significantly boosts your conversion rates. The platform boasts a user-friendly design that keeps you updated with the latest customer information, ensuring smooth navigation without the hassle of leaving your Atlassian workspace. Furthermore, it includes predefined templates that allow you to determine the data to retain for each organization and contact, with the standard template featuring frequently utilized fields to facilitate a quick start. This all-encompassing strategy enhances your workflow efficiency while also promoting greater productivity within your team. In addition, the ability to customize and adjust templates as needed ensures that your CRM system remains adaptable to your evolving business needs.
Integrations Supported
Jira
Atlassian Insight
Confluence
Jira Service Management
Jira Work Management
Integrations Supported
Jira
Atlassian Insight
Confluence
Jira Service Management
Jira Work Management
API Availability
Has API
API Availability
Has API
Pricing Information
Pricing not provided.
Free Trial Offered?
Free Version
Pricing Information
$10 per month
Free Trial Offered?
Free Version
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux
Customer Service / Support
Standard Support
24 Hour Support
Web-Based Support
Customer Service / Support
Standard Support
24 Hour Support
Web-Based Support
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Company Facts
Organization Name
DevSamurai
Date Founded
2018
Company Location
Japan
Company Website
www.devsamurai.com/en/
Company Facts
Organization Name
Avisi
Date Founded
2015
Company Location
Netherlands
Company Website
apps.avisi.com/apps/atlas-crm-overview
Categories and Features
CRM
Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management
Categories and Features
CRM
Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management