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Average Ratings 0 Ratings

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ease
features
design
support

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Write a Review

Description

SalesForge CRM revolutionizes Jira by turning it into a comprehensive hub for sales and relationship management. As a fully Forge-native application, it operates securely within the Atlassian environment, allowing both sales and project teams to collaborate seamlessly without the need to toggle between different platforms. Key Features & Capabilities - Management of Lead & Deal Pipelines - Comprehensive Contacts, Accounts & Customer Records - Built-in Email Functionality & Templates - Secure and Forge-Native Data Management - Enhanced Team Collaboration & Visibility With SalesForge CRM, teams utilizing Jira can effortlessly oversee their sales pipelines, customer interactions, and communications, all while remaining within the Jira framework. This integration of CRM functionalities into the Atlassian ecosystem eliminates the need for context switching, curbs the development of data silos, and synchronizes the efforts of sales with those of product and support teams. Consequently, users experience quicker onboarding, improved transparency, and a significant boost in both efficiency and revenue generation. Furthermore, the streamlined approach fosters better teamwork and ensures that all stakeholders are aligned toward common goals.

Description

Tollgate equips you with essential tools to oversee the financial aspects, scope, and timelines of your projects and portfolios directly within Jira, ensuring that these functions remain distinct from your agile delivery processes and do not interfere with Jira work items. You can develop a cash flow model while computing NPV and IRR efficiently. Moreover, it allows you to create work packages from cost components, establishing baseline costs, timelines, and scopes while linking them seamlessly to Jira work items, all without altering your product breakdown structure. Additionally, you can manage risks, decisions, and change requests without exiting Jira, enhancing workflow efficiency. The platform also enables the creation of portfolios that span multiple projects, providing a comprehensive view of total investments, associated risks, and more. Every action and decision made within the system is recorded in exportable audit logs, ensuring accountability. The RAG status and project reporting commentary are maintained and displayed on a single interface, eliminating the need for cumbersome monthly slide presentations. Furthermore, a custom "Ask Tollgate" agent powered by Atlassian Rovo offers in-depth insights across relevant Jira, Tollgate, and Confluence pages, with access governed by project membership and oversight groups, thereby enhancing data security and collaboration. This holistic approach not only streamlines project management but also fosters better-informed decision-making.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

No images available

Integrations

Jira

Integrations

Jira

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

Free for up to 10 users
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

DevSamurai

Founded

2018

Country

Japan

Website

www.devsamurai.com/en/

Vendor Details

Company Name

Softwired Digital

Founded

2010

Country

Australia

Website

tollgatehq.com

Product Features

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Product Features

IT Project Management

Bug Tracking
Issue Management
Milestone Tracking
Percent-Complete Tracking
Portfolio Management
Prioritization
Product Roadmapping
Requirements Management
Resource Management
Status Tracking
Supports Agile
Supports Scrum
Task Management
Testing / QA Management
Time & Expense Tracking

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