Getting Started with SalesForge

SalesForge is a Customer Relationship Management (CRM) app that operates natively within the Jira environment. It allows teams to manage their customer relationship data directly in Jira by creating CRM items—Leads, Contacts, Accounts, and Deals—as Jira work items. Each item is linked to a custom workflow, tailored to the specific needs of sales processes.

Key Features

• Custom Jira work types for CRM items:

  • SalesForge Lead: Track potential customers or opportunities and manage follow-up actions systematically.

  • SalesForge Contact: Manage information for individuals associated with leads, deals, or accounts.

  • SalesForge Account: Store details for companies or organizations, linking them to related leads and deals.

  • SalesForge Deal: Track sales opportunities, including deal values, sales stages, and expected close dates, finalizing the sales process and ensuring proper follow-up actions, whether the outcome is positive or negative.

• CRM item management

  • Sales pipeline monitoring:
    Organize and manage your CRM items across four separate boards: , ,, and .

  • Data synchronization:
    Changes made in the Jira board are automatically synced with the SalesForge CRM system.

• Communication and integration

  • Integration with Gmail:
    Send and track emails directly from within SalesForge, keeping all customer communication centralized.

  • Mass email:
    Send bulk emails to contacts or leads, making it easier to communicate with large groups.

  • Email templates:
    Use customizable email templates to send personalized messages for various sales scenarios quickly.

• Automation

  • Smart Automation Pipelines:
    Set up automation rules to reduce manual work by automating repetitive tasks. E.g.: Automatically send emails on specific dates, trigger alerts based on events, or move items to specific groups for the appropriate workflow.

  • Gmail and Google Meet Logs (Coming Soon):
    Allow tracking of email exchanges and meetings (via Google Meet) within the app.

Initial Configuration