Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

Atlas CRM provides a smooth connection between your customer information and Atlassian platforms, giving you valuable insights into your clients' preferences and requirements. Its user-friendly interface ensures that you always have the most up-to-date customer data at your fingertips, eliminating the need to switch between different tools for information. This integration allows you to compile Jira issues and Jira Service Desk requests into a unified view of your customers' needs and desires. You can efficiently manage your sales activities and enhance your conversion rates by tracking leads within a customizable sales funnel. The intuitive layout is designed for optimal user experience, ensuring that accessing customer information is quick and easy. Additionally, templates can be tailored to specify the details you want to retain for each company and contact, with a default template featuring commonly used fields to help you get started promptly. This means you can focus on what matters most: building relationships and closing deals effectively.

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 No 

API Access

Has API No 

Screenshots View All

Screenshots View All

No images available

Integrations

Jira Yes 
Atlassian Insight Yes 
Confluence Yes 
Jira Service Management Yes 
Jira Work Management Yes 

Integrations

Jira Yes 
Atlassian Insight No 
Confluence No 
Jira Service Management No 
Jira Work Management No 

Pricing Details

$10 per month
Free Trial Yes 
Free Version Yes 

Pricing Details

Free for up to 10 users
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

Avisi

Founded

2015

Country

Netherlands

Website

apps.avisi.com/apps/atlas-crm-overview

Vendor Details

Company Name

Softwired Digital

Founded

2010

Country

Australia

Website

tollgatehq.com

Product Features

CRM

Calendar/Reminder System No 
Call Logging No 
Document Storage No 
Email Marketing No 
Internal Chat Integration No 
Lead Scoring No 
Marketing Automation Integration No 
Mobile Access No 
Quotes / Proposals No 
Segmentation No 
Social Media Integration No 
Task Management No 
Territory Management No 

Product Features

IT Project Management

Bug Tracking No 
Issue Management No 
Milestone Tracking No 
Percent-Complete Tracking No 
Portfolio Management No 
Prioritization No 
Product Roadmapping No 
Requirements Management No 
Resource Management No 
Status Tracking No 
Supports Agile No 
Supports Scrum No 
Task Management No 
Testing / QA Management No 
Time & Expense Tracking No 

Alternatives

R4J Reviews

R4J

ease solutions

Alternatives

Tempo Structure PPM Reviews

Tempo Structure PPM

Tempo Software
SalesForge CRM Reviews

SalesForge CRM

DevSamurai
Jira Reviews

Jira

Atlassian
Tempo Timesheets Reviews

Tempo Timesheets

Tempo Software
Mria CRM Reviews

Mria CRM

Mria Labs Inc.