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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 QuotesForge?

QuotesForge is an innovative, cloud-based CRM and estimating solution designed specifically for niche contractors and home-service businesses, including industries like roofing, HVAC, plumbing, electrical, landscaping, painting, and remodeling. The platform allows contractors to manage leads visually through a pipeline and create precise estimates that encompass labor, materials, and pricing from Turbo Quote, utilizing reusable templates and an extensive price book. Users have the convenience of sending proposals through text or email, enabling customers to review, approve, electronically sign, and customize them with additional project options. Once estimates receive approval, they effortlessly convert into invoices that provide various payment methods, including card and ACH options, with Stripe payment integration available for Pro plan users. Moreover, QuotesForge streamlines job scheduling, crew assignments, automated follow-ups, and monitoring of invoice balances. Its AI Daily Plan feature intelligently prioritizes follow-ups, tracks outstanding invoices, identifies leads that may be at risk, and organizes upcoming job schedules. By combining lead management, estimating, customer approvals, scheduling, invoicing, and payment tracking, QuotesForge greatly enhances the operational effectiveness of both independent contractors and service teams. This holistic strategy is designed not only to boost productivity but also to significantly enhance contractors' profitability in a highly competitive service marketplace. Ultimately, QuotesForge empowers businesses to thrive by optimizing their workflows and improving customer interactions.

Media

Media

No images available

Integrations Supported

Jira

Integrations Supported

Stripe

API Availability

API Availability

Pricing Information

Pricing not provided
Free Version
Free Trial Offered?

Pricing Information

$49/month
Starter is $49/month, Pro is $99/month, and Business is $199/month, billed monthly in USD. A 14-day free trial requires no card. Payment-processing charges and taxes are not included.
Free Trial Offered?

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub
Webinars
On-Site Training

Training Options

Documentation Hub

Company Facts

Organization Name

DevSamurai

Date Founded

2018

Company Location

Japan

Company Website

www.devsamurai.com/en/

Company Facts

Organization Name

QuotesForge

Date Founded

2026

Company Location

United States

Company Website

quotesforge.com

Categories and Features

CRM

Email Marketing
Lead Scoring
Marketing Automation Integration

Categories and Features

AI CRM

Not specified

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No Alternatives