CRM
For Jira

Manage your accounts and
business proposals
directly in Jira

The CRM for

service-based consultancies

Unify processes and prevent information loss

Comprehensive opportunity flow management from Jira.

Fully unified process.

Total integration between the Sales and Delivery teams.

From anywhere,

at any time

Access dashboards and tracking panels in real time and receive automatic email notifications so nothing slips through the cracks

Do you have questions
about this solution?

Write us!

What does our solution include?

01 A Jira Service Management project tailored for managing Workstreams, Leads, and Opportunities.

02 A robust Assets structure capable of registering accounts and their contacts.

03 Custom tracking dashboards for you and your team.

04 A repository of templates and documentation in Confluence.

Do you think this
is the right solution for you?

Write us!

Manage your accounts and contacts in an organized, structured, and standardized way.

Visualize tracking panels for you and your team, with daily automatic notifications based on the status of the opportunities and leads you’re managing.

Automatically generate documentation for each account and access ready-made templates to standardize client progress tracking, recorded meetings, and next steps.

Direct link with the Delivery team, which will manage the won Opportunity without information loss or tool switching.