Best workflow management tools for teams
Maximise team efficiency with one of the best workflow management tools. Integrate with Jira and Confluence for seamless project tracking and enhanced communication.
Real-time synchronisation
Smart automation
Unified collaboration
Clients
Trusted by top brands across industries
Boost teamwork with the best workflow management tools
Jira integration with CRM
Pepper Cloud’s Jira integration turns your CRM into one of the best workflow management tools, ideal for seamless project tracking and collaboration.
Receive real-time Jira updates directly within Pepper Cloud CRM.
Resolve issues and manage tasks without switching platforms.
Monitor project health, deadlines, and deliverables in one place.
Confluence integration with CRM
The Confluence integration with CRM allows teams to collaborate better by embedding knowledge sharing within the CRM.
View and edit Confluence pages from the CRM interface.
Centralise project notes, documentation, and updates.
Instantly share strategies and information across your team.
Benefits of using workflow management tools
Centralised project tracking
The best workflow management tools like Pepper Cloud CRM offer centralised visibility into deadlines and tasks.
Enhanced communication
Pepper Cloud offers top collaboration tools, with easy access to Confluence updates right from your CRM.
Task management and issue resolution
Jira CRM integration boosts workflows with faster issue resolution and task prioritisation.
Real-time updates
Sync updates across Pepper Cloud CRM, Jira, and Confluence instantly, keeping teams aligned and informed.
Improved team productivity
The best collaboration software integrates project tools into one interface, eliminating the need to switch apps constantly.
Smarter decisions with AI insights
Get AI-powered recommendations and summaries from Confluence, helping teams make informed decisions faster.
Why is Pepper Cloud the best CRM email integration
Go beyond basic tools with an intelligent CRM designed to accelerate online business growth and streamline e-commerce operations.
Features
Tailored for business success
The best CRM for sales reps who want to streamline their sales process, stay organised, and win more deals.
AI chatbot
Email marketing
Opportunity management
Real-time dashboard
Video conferencing
Auto lead capture
Mobile CRM
Pipeline management
Sales forecasting
VOIP tool integration
Contact management
Omnichannel CRM
Quotation generation
UTM tracking
WhatsApp CRM
AI chatbot
Email marketing
Opportunity management
Real-time dashboard
Video conferencing
Trusted by businesses, loved by customers
5 Best CRM software with workflow management tool integration
Pepper Cloud CRM
Pepper Cloud CRM is one of the top choices for team collaboration with CRM, featuring seamless Jira integration with CRM and Confluence integration with CRM. It centralises project tracking, documentation, and task management with real-time synchronisation, ensuring smooth team collaboration and productivity.
Real-time data sync
Instantly synchronise tasks, project updates, and documentation between Pepper Cloud CRM, Jira, and Confluence, ensuring real-time accuracy and seamless operations.
Advanced project tracking
Manage milestones, deadlines, and task assignments directly from your CRM dashboard.
Centralised knowledge base
Access Confluence documents and project notes without leaving the CRM interface.
Enhanced team productivity
Boost efficiency with smart automation and intuitive navigation.
HubSpot CRM
A good choice for its robust marketing and sales features. Ideal for businesses looking for a well-rounded CRM solution with smooth project tracking. While it offers basic team collaboration with CRM, its integration with Jira and Confluence is limited.
Lead nurturing
Automate follow-ups and client interactions.
Pipeline management
Visualise sales pipelines for better opportunity tracking.
Limited Jira & Confluence support
Basic project visibility, lacking deep integration.
Zoho CRM
A practical choice for small to medium businesses seeking affordable team collaboration with CRM features. While it provides basic Jira integration with CRM and Confluence integration with CRM, it falls short compared to Pepper Cloud CRM's seamless synchronisation and project tracking capabilities.
Customisable workflows
Personalise business processes to match your project needs.
Basic project sync
Integrates with Jira, but lacks full synchronisation.
Minimal Confluence integration
Limited access to collaborative documents.
Salesforce CRM
A robust choice for large enterprises needing custom project management solutions. It offers Jira integration with CRM through third-party apps but has limited support for Confluence integration with CRM.
Custom app development
Tailor solutions to specific project needs.
Advanced analytics
Deep insights into project metrics.
Minimal Confluence support
Requires third-party plugins for integration.
Pipedrive CRM
Great for deal tracking and sales management, but falls short in team collaboration with CRM features. Its support for Jira and Confluence is minimal compared to Pepper Cloud CRM.
Deal management
Track sales opportunities efficiently.
Basic task management
Good for small teams but lacks full Jira and Confluence integration.
Not ideal for project tracking
Limited visibility for complex projects.
Frequently asked questions for workflow management tools-FAQ
Why is team collaboration with CRM important?
Integrating the best collaboration software with CRM ensures communication, project tracking, and knowledge sharing happen in one place.
What is a workflow management tool?
A workflow management tool is software that helps teams automate, track, and optimise tasks and processes, improving efficiency and collaboration across projects.
How does Jira integration with CRM help in project tracking?
It connects CRM to project workflows, enabling real-time updates and task management from a single dashboard.
What are the benefits of Confluence integration with CRM?
It embeds documentation and team notes within the CRM, boosting collaboration and informed decision-making.
Why is Pepper Cloud CRM the best choice for team collaboration with CRM?
It offers deep Jira and Confluence teams integration, smart automation, and an intuitive interface.
Can Pepper Cloud CRM be used for project tracking?
Yes, Pepper Cloud CRM is purpose-built as one of the best workflow management tools for project tracking and team efficiency.
Is Pepper Cloud CRM suitable for small and medium businesses?
Absolutely. It's scalable and easy to use, making it ideal for SMEs.
How secure is data within Pepper Cloud CRM?
Enterprise-grade encryption, access controls, and regular backups ensure top-notch data protection.
Does Pepper Cloud CRM require technical expertise to integrate with Jira and Confluence?
No. It features a user-friendly setup for Jira and Confluence teams integration, requiring minimal technical know-how.