Help & Support
Elevate Your Agents with AgentExchange Solutions
Easily enhance Agentforce with pre-built AI solutions from AgentExchange. Browse, install, and deploy agents, actions, and apps directly into your environment. Tell Me More
Have Questions?
Project Management (Project, Audit, Invoice Management Solution) by Neilon
A Complete and 100% Native Project Management App for Salesforce
- Industries
- Consumer GoodsFinancial ServicesManufacturing
- Business Need
- Customer ServiceEnterprise Resource PlanningProject Management
- Requires
- None
- Compatible With
- Sales CloudService CloudExperience Cloud
Project Management is an easy-to-use native Salesforce app that helps with Customer Onboarding, Project Scheduling, Resource Planning, Invoicing & Billing with Multi-Currency Support Click "Get It Now" or "Try it" to start your free 30-day trial today!

Watch Video

Watch Video

Watch Video

Watch Video

Watch Video

Watch Video

Watch Video

Watch Video

Watch Video

Watch Video

Watch Video

Watch Video

Watch Video

Watch Video

Watch Video

Watch Video

Watch Video

Watch Video

Watch Video

Watch Video

Watch Video

Watch Video

Watch Video

Watch Video

Watch Video

Watch Video

Watch Video

Watch Video

Watch Video

Watch Video

Watch Video
Rating
Reputation
MVP
Recognized by Salesforce for their leadership, expertise, and generosity
Top Reviewer
Contribute reviews that encourage conversation and help others make informed decisions
Ranger
Lifelong learners who have earned the Ranger rank or higher on Trailhead
Showing 6 of 6 Reviews
Top-notch Salesforce Native App, Great Service & Support, Highly Recommended!
We are thrilled using this app and the efficiency it provides. The flexibility/customizability of the app is truly excellent. It lets you follow a project or audit from being created to all the way to being paid the final invoice. Support is an essential aspect of any software, and the Neilon support team is nothing short of fantastic! Their responses are consistently clear, quick, thorough, and they often anticipate the next question. I have nothing but praise for their competence and follow-up. As a bonus... If you know Salesforce, you can add your own touches here to make this app really work for the custom needs of your organization! This is the biggest advantage here over some of the other tools out there.
Admin's dream app for project management!
Very thoughtful app that works in partnership with Salesforce, I think of this app as a seamless part of Salesforce, rather than an AppExchange app.
Love the App. Great Project Management solution for our growing needs.
Loved the app as it helps tracking the progress of the project and it's great that it is native to the Salesforce platform, so all of the excellent features and functionality of Salesforce can be leveraged if you want to customize it for workflow management. Customer service and support is great. Neilon is also consistently adding new capabilities & features and asking what we need.
Super Effective & Easy-to-Use Salesforce Native App to Manage Projects. Excellent Support Servic
This app is user-friendly and efficient for customer onboarding, project planning, scheduling, resource planning, and invoice management in order to help us better execute multiple projects within the required time frame. The app is built on the Salesforce platform and allows us to use triggers, workflows, validation rules, roles & profiles, custom fields, and process builder to customize for our internal use and for our clients. It has a simple user-friendly UI and a great support team. Highly recommended.
Excellent Product & Great Support... Winning Combination!
Neilon Project Management is a Salesforce native project management app that is a flexible, robust, and easy-to-use tool that helps you manage your projects very well. Out of the box, it does everything you need in a project management tool. However, it is easily customizable since it is built on the Salesforce platform. It allows our team to stay aligned and organized when working on projects for our clients. The support we have received from the Neilon Support Team during the evaluation process, training, installation, and even post-implementation has been quick and extremely responsive.
Awesome Project Management tool and even better support
This is really excellent project management tool. We really liked all of their features. It helps us keep everything on track from scheduling, team communication, and managing follow up tasks. All while staying connected to the opportunities and accounts in Salesforce! We truly couldn't imagine doing our job without this. During the initial implementation we did have several questions which Suresh and team addressed very quickly. Their support service is top notch. You will receive a solution for all of your queries / concerns to their app use within an hour.
Thank you so much for sharing your experience, great to hear you're happy with the product and the service :-)