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summary Sales CRM Documentation Welcome to Sales CRM documentation page. Introduction <span>⭐️&nbsp;</span>Getting Started 💎 Beginner Tutorial <div>🌿&nbsp;<span>Automation Home Page</span></div> 🤝 Automation Integration Homepage 🏛️ Atlassian Marketplace Link Getting Started 🍊 Features Home page <span>🔥 Accounts</span> 📱Contacts <span>👀 Issue View</span> 📊 Dashboard <span>🎯 Goals</span> 🇩 Hotkey: Create a new deal 🖤 Settings 🖤 Permission Schemes Automation & Integration <div>🌿&nbsp;<span>Automation Home Page</span></div> 🥳 Setting up your automation 🤖Automation Use case (non-integrations) 🤝 Automation Integration Homepage 🦾 Setting up your integrations&nbsp; Integrating to Jira Service Management (JSM) Integrating to Slack Integrating to Hubspot Integrating to Mailchimp &nbsp;Integrating to Gmail (Coming Soon) Integrating to Outlook (Coming Soon) Other 🚀 Roadmap 🙌 Feature Request ☎️ Contact US Features Make sure you're using these features to their full potential! Fully integrated in Jira See your data directly in Jira, whether that be tickets or through Sales CRM's own pipeline view. Powered by Automation Get data from JSM and Hubspot, get notified via Slack, and reach out to your clients via Mailchimp. Don't forget to also automate other steps! KPI & Goals Dashboards Create Goals and track your KPIs through the dashboard in order to keep tabs of your metrics of success and the health of your pipeline Find your use case We outlined some of our use cases and how to implement them I want to manage contacts, companies, and deals inside Jira Sales CRM allows your to add all your companies and contacts from either JSM or directly. You can also manage all your deals through a pipeline. Find how to do this here I want to send automatic email reach outs and nurtures when my clients are eligible via Mailchimp With Sales CRM, you can set up an automation to trigger to have your contacts sync to a Mailchimp Audience List. From there, you will also be able to automatically send emails to that list. You can learn the setup here I want to automatically capture contact information from Hubspot Meeting You can connect Hubspot with Sales CRM so that when prospects book you using a Hubspot Calendar meeting, the form that they fill will be created as a deal in Sales CRM. You can learn the setup here I want to receive notifications via Slack You can connect your Slack channel to Sales CRM to set up notifications based on a trigger of your choice. You can learn the setup here I want to track clients from JSM Sales CRM allows you to capture and sync all the clients and prospects going through JSM, and add them to your pipeline as a deal. By mapping in the fields that you want Sales CRM to sync from JSM, you can capture all the relevant information. You can learn the setup here What they're saying about us & Achievements"The team is extremely receptive to developing new ideas! We've been working together to implement our use case of connecting Hubspot and Mailchimp to Jira to automatically follow up with demo leads. The CRM is only getting better so worth looking into." Rising Star 2024 - Atlassian Marketplace Frequently Asked Questions These are some frequently asked questions that we typically receive 01 Do I need scripting experience to automate via your tool? No! Our Automation tool is uses a straightforward "If-Then" approach, which does require some setting up, but no coding experience is required. 02 Can I extend my trial with you or get an extra discount? Yes! Simply open a support ticket and help us understand how you are planning on using the tool and we'll be happy to help. If you want to share your use case, we can work something out together... 03 Can I contact you about our use case? Yes! We want to better understand how you're using our tool. If you have features that you need in order to make things work - we also want to hear about it! Contact us through a support ticket and we'll be happy to chat 04 Is there a contact limit like (XYZ) CRM? No! There is currently not a limit to the amount of contacts that can be going through Sales CRM. However do note that it is possible that after 10,000 deals, the performance might be impacted
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