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Milestones PM+ Free Edition - Customizable Project Management

By Passage Technology

Cross-industry Project Management and Enhanced Task Boards for Salesforce

Freemium  

Payment required to increase usage, users, or features. Discounts available for nonprofits.

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Industries
Healthcare & Life Sciences
High Tech
Professional Services
Business Need
Project Management
Process Management
Time & Expense
Requires
Platform Cloud
Compatible With
Sales Cloud
Marketing Cloud Engagement
Financial Services Cloud

Native Project Management: portfolios, programs, risks/issues, expenses, reusable templates. Resource assignments, skills, allocation. Time tracking, entry approval. Cost, Hour budget planning. To-do list, Red Flags, Project Health. AI Data Cleanup.

  • Quick Overview (05:07)

Highlights

CREATE PROJECTS ANYWHERE IN SALESFORCE…INSTANTLY! ● Convenient: without leaving the record, for any object. ● Flexible: use templates, set criteria-based restrictions, or build from scratch. ● Accurate: related data auto-populates to the project.

FREE PROJECT MANAGEMENT FOR ALL SALESFORCE CLOUDS ☁ Sales Reps: Sales Cloud projects from Opp or Account records. ☁ Operation/Support Agents: Service Cloud projects from the Case record. ☁ Marketing Cloud projects for Campaigns; Content, Event Planning

PROJECTS FROM CLOSED WON OPPORTUNITY ✓ Define project template or record type based on Account and Opp data (industry, product, etc.). ✓ “Closed Date” to set project start dates. ✓ With Flow Automation or Instant Create button.

REUSABLE TEMPLATES AND WORK BREAKDOWN STRUCTURES (WBS) ✓ Use any project as a template – with preset fields or criteria-based values. ✓ Works with waterfall, agile, or hybrid methods ✓ Import data from CSV, XML, Microsoft Project files, Milestones PM.

SHARE PROJECT DATA EXTERNALLY (and securely) TO NON-USERS ✓ Email Contacts from the project without leaving Salesforce. ✓ Print/PDF Gantt charts. ✓ Allow clients & consultants to view projects and update task assignments with their own Salesforce portal.

QUICK PROJECT UPDATES FOR RESOURCES, TEAMS, MANAGERS ✓ Drag and Drop Gantt Charts: Progress at-a-glance to milestones, projects, programs, portfolios. ✓ Reports and Dashboards: Visibility to important analytics, KPIs

FREE ACCESS FOR THE FIRST 5 USERS…OR YOU CAN LIMIT ACCESS, TOO. ✓ Ideal for small teams. Convenient per-user price for enterprise orgs. ✓ Restrict by profile, team, permission set – modify these at any time.

SALES CLOUD TASK MANAGEMENT AND PROJECTS ✓ Make it easier for Sales Reps to create projects on Opps, Accounts, any record. ✓ Improve productivity: Add project tasks to their Salesforce Calendars; Reminder notifications of Project Tasks synced as Events.

SERVICE CLOUD PROJECTS AND TASK BOARDS ✓ Make it easier for Operations and Support Agents to create projects on Cases or any other record. ✓ Prioritize and Manage Better: Activity lists and project roadmaps with Task Kanban Boards.

Provider Details

Passage Technology
Lake Forest, Illinois, United States
Social Impact
Pledge 1%
This company pledges 1% of their product, profit, equity, or time to support the community. Learn more about Pledge 1%
Pledge 1%
Founded
2008
Website
Email
Phone
+1 (224)-655-6779

Since 2008, Passage Technology has been the trusted provider of easy-to-use native Salesforce apps and high-quality development services, empowering over 27,000 customers with administration and project management tools, as well as custom business solutions. Admins can take more off their plate with our apps Rollup Helper, Lookup Helper, and Data Quality Helper. Improve project management and other business processes with Milestones PM+, Prioritization Helper, and Work Trail. Passage Technology is a registered Salesforce Consulting Partner, an original AppExchange Partner, and an Inc. 5000 company headquartered in Lake Forest, Illinois.

Pricing Details

Freemium

You can use this limited solution for free, but must pay to increase usage, users, or features. Discounts available for nonprofits.

Install today to get started with Milestones PM+ project management. First 5 users free!

Additional user seats can be ordered at $20/user/month (billed annually).

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