JD Integrations suite

JD CRM

JD CRM captures leads, deals, and activity from your public sites — contact forms and consultations from JD Integrations and JD Legacy flow straight into the pipeline.

Documentation

Overview

CRM is the pipeline for leads and deals. Public marketing sites can feed inquiries into CRM; access is gated by your JD Account apps profile.

Getting started

  1. Open CRM at crm.jdintegrations.net.
  2. Sign in or adopt a suite session from Account / another app.
  3. Review incoming leads and move deals through your stages.
  4. Ask an admin for CRM permission if the login page shows no access.

Features

  • Lead and deal pipeline
  • Activity tied to contacts
  • Ingest from public JD Integrations / JD Legacy forms
  • Suite single sign-on with the rest of JD Apps