Jira

DealkeepCRM inside Jira: companies, contacts and a deal pipeline linked to the issues you work on, with duplicate merge and CSV import.

Full name: “Dealkeep: CRM for Jira, Deals, Companies and Contacts”

Email us to get Dealkeep

From $20 a month for up to 10 users. Billed by Atlassian, with a 30-day free trial.

Dealkeep: Admin settingsDealkeep: Global importDealkeep: Issue panel

Keep companies, contacts and deals in Jira and link them to any issue in any project. Drag deals across a pipeline with a weighted forecast, catch duplicates as you type or import, and search linked work with JQL like dealkeepCompany = "Acme".

What you get

A pipeline you can drag, with a forecast

Kanban board per pipeline with stage totals, a weighted forecast from each stage's probability, stuck-deal flags and lost reasons. Several pipelines if you sell new business and renewals.

Customers linked to the work in Jira

The Customer panel on every issue shows the company and deal, suggests the company from the reporter's email, and links in two clicks. Search it with JQL: dealkeepCompany = "Acme".

Import without the duplicates

HubSpot, Pipedrive and Salesforce CSV exports import as they are. The preview shows what will be created or updated and why. Merge duplicate companies and contacts with everything attached.

Questions about Dealkeep

What does Dealkeep do?

CRM inside Jira: companies, contacts and a deal pipeline linked to the issues you work on, with duplicate merge and CSV import. Keep companies, contacts and deals in Jira and link them to any issue in any project. Drag deals across a pipeline with a weighted forecast, catch duplicates as you type or import, and search linked work with JQL like dealkeepCompany = "Acme".

What does Dealkeep work with?

Dealkeep works in Jira Cloud.

How much does Dealkeep cost?

$20 a month for up to 10 users, or $200 a year. From 11 users: $3.50 per user a month, with lower rates for larger sites.

Is there a free trial?

Billed by Atlassian, with a 30-day free trial.

How do I get Dealkeep?

Email hello@greatwork.company and we'll help you get Dealkeep set up.

Who makes Dealkeep?

Great Work LLC, an independent software company. Email hello@greatwork.company with any question about Dealkeep and a person will answer.

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