MenuAgentExchange
SalesforceSlack

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

By Neilon Technologies LLP

A Complete and 100% Native Project Management App for Salesforce

Free  

Never requires payment

Try It
Industries
Consumer Goods
Financial Services
Manufacturing
Business Need
Customer Service
Enterprise Resource Planning
Project Management
Requires
None
Compatible With
Sales Cloud
Service Cloud
Experience 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!

  • Create Job/Audit Request

  • Import Mass Job Requests using Excel

  • Approve & Decline Job Requests

  • Convert Job Request To Job

  • Create New Job/Audit

  • Send Initial Job Notifications

  • Job Notification History

  • Job Client Categories

  • Worker Demographics

  • Create Job Note

  • Create Job Feedback

  • Send Job Report

  • Job Issue Assignment

  • Create New Invoice

  • Send Invoices To Payee

  • Send Invoice Reminders

  • Change Invoice Payment Status

  • Invoice Feedback

  • Review Invoice Feedbacks

  • Job Invoice Manager

  • Job/Auditor Calendar & Resource Management

  • Calendar Notes Manager

  • Staff Unavailability Manager

  • Create and Manage Corrective Action Plan

  • Create Job Company Bank Account

  • Create Customer Price Plan

  • Delete Job Client Categories

  • Job Notification Template

  • Job Invoice Notification Template

  • Set Approved Inspectors

  • Set Customer Restrictions

  • Record Access Logs

Customization Guides