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Milestones PM+ Free Edition - Customizable Project Management
Cross-industry Project Management and Enhanced Task Boards for Salesforce
Freemium
Payment required to increase usage, users, or features. Discounts available for nonprofits.
- Industries
- Healthcare & Life SciencesHigh TechProfessional Services
- Business Need
- Project ManagementProcess ManagementTime & Expense
- Requires
- Platform Cloud
- Compatible With
- Sales CloudMarketing Cloud EngagementFinancial 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.
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Showing 10 of 43 Reviews
Excellent product and even better customer service
The app integrates well with Salesforce on multiple fronts allowing easy team integration on projects, programs and portfolios. Very easy setup and able to use even without full salesforce set up. Yes, recommend not only the product but the customer service
Need access of Project object for community users
I am using the Project object in my community site but community users can not access it, please help.
Looking for more details on Pricing
We have a client wants 2000 user, how much would be the cost, if we take 2065 per year would help for unlimited users?
The page doesn't stop to load
I did the download component but when I try to access a tab, the page starts to load but does not stop. So I cannot use the component or test it
Hello Guilherme, Good to hear back from you! I have sent another email from your existing case where we were waiting for your reply. I also reached out to you from a new case with the support team. In addition I let the Sales team know we were having trouble connecting with you and asked them to reach out as well.
Hello Guilherme, Our support team has been trying to contact you and we have not heard back from you. We are very interested speaking with you so we can investigate what you are experiencing. Please respond to our email or make a new case by emailing support@passagetech.com and we will be happy to work towards a solution.
Native and Powerful - Strong Customer Success/Support Team
It gives us a powerful starting point to hold ourselves as a Salesforce shop team accountable. It also provides the analytics to communicate across departments so they know what, why, how, and where we are doing what within Salesforce. Support team is very responsive. After submitting my first case this past Friday, I just had a 1 on 1 with Nicholas Hillman and Alex Pritchett today - Tuesday. They answered all of my Case related questions, and provided a real sense that I will be successful in the coming months using Milestones PM+. The interactive Gant Chart is by far my favorite feature.
Hello John, Thank you for leaving us a review and the compliments to our team! Glad to hear the tool has been a great fit for your company's needs. We're always here to help and happy to connect with you quickly to discuss any outstanding questions. We hope you continue to get great use out of the tool!
Wonderful PM tool native to Salesforce
This tool is very intuitive and a fantastic tool. I had a wonderful customer support experience. When I had some issue setting up the tool, Lisa and Nick quickly got on the call and resolved my issue. The employees are friendly and so the tool. I highly recommend this tool to any manager who needs to track their projects on Salesforce
Responsive Team
We have used Milestones PM+ for several years, using primarily the Programs/Projects/Milestones/Task functions. We were able to customize it relatively easily to interact and relate well with our existing SF customized objects. It was also intuitive and easy to get up and running. Most importantly, the support has been great - very responsive and repeatedly conveyed they valued our organization as customer.
Hello Amy, Its great to see a review from a long-standing customer like yourself! MPM+ is an excellent foundation to build further functionality from, and it does integrate well with other Salesforce customizations! We value every one of our customers, and its wonderful to hear you feel that way as well. Thank you for taking the time to leave us a review!
This package will interfere with your org
I have not been impressed so far and now this package is interfering with other operations it shouldn't be touching. We're seeing trigger failures and breakages due to limitations of this package in areas that should have nothing to do with Milestone PM. Furthermore their website is completely predatory. When you go to "Log a case" you're taken to a lead gen form that forces you to acknowledge that you give them permission to use your information as well as forces you to agree to allow them to send you marketing communications. The next discussion I have about this will be to discuss how quickly we can get rid of this product. Post Support Edit: After writing this review and submitting a support case the team was very quick to act. They made sure to make multiple attempts to reach me the following morning and had a solution ready. The solution was certainly not optimal and required disabling a product feature provided by MPM, but it was a resolution that allowed me to continue my development and deliver on time.
Hello Adam, Thank you for your feedback regarding our "Log A Case" functionality on our website. It isn't our intention to have you feel that we're selling other offerings. Our #1 priority is always supporting our customers who we care for very much. So glad we had the opportunity to get on a screenshare with you regarding the resource creation trigger situation in your Salesforce org. Out of the box Milestones PM+ does have a trigger on the user object in order to create resource records as users are created for task assignments within the tool. After hearing of your issue our support team investigated the error and found in your custom test that you were inserting users via a batch job, which is not commonly practiced. During our session we were able to use an existing custom setting to disable this trigger which then allowed your test method to pass in your Sandbox. We are happy we were able to get things working for you so you can move forward with your implementation.
Great experience!
Thanks for your product. It's very useful.
Frustratingly poor solution for project management
After using countless CRM and PM applications over the years we migrated to salesforce and looked for a native PM extention. For salesforce Essentials our PM choices are limited to one: MilestonesPM. So we signed up for Premium thinking the license per seat is affordable. But, out-of-the-box, it is half-baked and of limited use. Upon looking for help I was informed that I need to spend nearly $1,000 (5 hours at $200/hr) in consulting fees to “adapt” MilestonesPM to our needs. I have no confidence that MilestonesPM can be fixed in five hours so I will not sink another $1,000 into this just to find that it is still substandard. To list a few of its shortcomings: (1) Gantt charts are just a static representation that cannot be used for planning (no resetting dates, dependencies or assignments on the Gantt; (2) editing in table format (“Manage Project Plan”) is frustrating because milestones or tasks cannot be reorganized by drag-and-drop and only six rows can be viewed at any given time; (3) clicking on Milestones tab produces a mixed jumble of all milestones in the system (and the Tasks tab produces an even longer jumble of all tasks for all projects as it lacks a picklist to filter milestones by project or tasks by project/milestones); (4) a user entering an expense is presented with a dialog box to fill in Amount, Task, Date, etc. but the Task field presents a static picklist of just five of the many tasks in the system without a way to scroll through them (the dialog box ought to provide picklists for selecting a specific project and then a specific milestone before presenting the relevant tasks). These are just a few of this apps’ shortcomings. We identify more shortcomings and run into more issues daily. The only MilestonesPM feature we have found to be well conceived is Time Entry, which seems to work pretty well and includes a time submission and supervisory approval process. This we like. But the rest of the app needs a big overhaul and a lot of polishing.
Hello Jacques, Thank you for taking the time to leave a review, setting up a PM tool in SF is challenging and is full of unique requirements for different organizations. Our package also leverages Native SF functionality so that we can offer an affordable PM solution on the platform. Our support team is ready to assist with the base application and answer questions on the standard functions of the tool. However, if you have enhanced requirements beyond the base package, need hands-on implementation, or training using the SF Platform. This does require development service hours with us. In response to the numbered items: 1. The Gantt chart is a live representation of the data stored in the fields of the project's child records. These fields can be modified at any time on the records, using drag and drop on the chart, or through the Manage Project Plan. 2. The Manage Project Plan view is sorted in a specific order defined in the custom settings, dragging dropping would not be in-line with the functionality of the view. The amount of space available to the manage project plan can be increased by making changes to your page layout. 3. Milestones PM+ uses native SF functionality which controls the list view on the milestone and task tab. If you need more organized views of your records this can be done by creating custom list views for the tab. 4. When logging expenses, the parent record will be pre-populated as long as you create the expense from the related list on that record. Otherwise you will have to find the record using the standard SF lookup functionality. We appreciate you taking the time to provide this feedback, we are always happy to assist with the application to polish it to fit the needs of your organization. We have a team of Developers who are experienced in tailoring Milestones PM+ to specific needs. Please understand this does require the purchase of development service hours to address shortcomings such as the ones listed above.
Hell Sandy, Thank you for taking the time to leave us a review! We are happy to hear you found the tool easy to use, and we appreciate the compliments to our team!