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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
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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