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Average Ratings 0 Ratings

Total
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 No 

API Access

Has API No 

Screenshots View All

Screenshots View All

No images available

Integrations

Jira Yes 

Integrations

Jira Yes 

Pricing Details

No price information available.
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 No 
Live Rep (24/7) Yes 
Online Support Yes 

Customer Support

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

Types of Training

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

Types of Training

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

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 No 
Call Logging No 
Document Storage No 
Email Marketing Yes 
Internal Chat Integration No 
Lead Scoring Yes 
Marketing Automation Integration Yes 
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 

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