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Milestones PM+ Free Edition - Customizable Project Management




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Project Management
Cross-industry, native, project and process management for Salesforce

Highly customizable project management tool that’s Salesforce mobile app optimized & 100% native. Track progress and status of Programs, Projects, Milestones, Tasks. Complete org access, unlimited users, for all Salesforce Editions – download it free!

35 Reviews
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Top Favorable Review

Milestones PM+ has help us "disrupt" the way our space implements software

We currently use Milestones PM+ to support an iterative project management process which has been designed to bring value to our customers quickly. This hasn't been easy to do in an application space where time to value usually takes many months if not years. The flexibility of the application along with the capability to support intricate process details and powerful reporting is why we made the purchase. Their support has been absolutely outstanding. They are focused on their customers first and foremost. At Tidemark, the customer is the center of our world so Milestones matches our culture of customer success.

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Top Critical Review

Lost functionality in free version... What's next to go?

The free version of PM+ filled a nice little niche in project management software for salesforce. We have used it for the last 6 months to track our post sales implementation projects for clients. We would use the "full view" Gantt in client meetings to show the entire project overview of where we were at with all associated projects and milestones for each client.####During one of our client meetings, we refreshed the page and were alerted that if we wanted to see the full Gantt view we would have to pay to upgrade... Not what you want to have happen during a client presentation. The troubling part about this was we did not receive any prior notification that this feature was being removed, it just vanished. We can still see the all the pieces of the Gantt chart but it is locked in a frame that has an unchangeable size of only a few hundred pixels high, meaning you can never see all your projects or milestones in the Gantt at the same time, you must scroll through them in that tiny frame.####Depending on what you need this software for, it may still fit for a company looking for a free solution. But for us, because of the fact that functionality was pulled with no prior warning, it has led us to look elsewhere for a solution where we can count on fewer surprises.

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Jerry Reid
Oct 28, 2015 at 5:50 PM

Josh, We’re very sorry that you were upgraded before receiving our release upgrade notice. We understand how that was a suprise.####If it's any consolation, you can still adjust the height of the gantt chart page to see more of the gantt chart vertically. The gantt chart is still visible with some horizontal scrolling or changing the time granularity. The full view of the gantt is still accessible in the premium version and we’ve added new features to the free version as well (for example, we've added built in task date rollups up to milestone as well as improved tracking of actual start date and actual finish dates). ####We plan to continue to add features to both the free and paid versions.

Enrique Samson Photographs
May 31, 2017 at 1:21 PM

Josh, what alternative solution did you guys find? Thank you for your time.

Customer Reviews 35 Reviews Rating: Any Rating Sort By: Review Date

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.

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Jacob Blair
Aug 26, 2019 at 2:28 PM

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.

Great Service

We have recently launched Milestones PM+ and the Passage team supporting the product has been very consultative, responsive, and overall great to work with. We are looking forward to using more of the Milestones functionality!

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Jacob Blair
Jun 07, 2019 at 5:18 PM

Hello Matthew,####We appreciate you taking the time to leave us a review, and sharing the positive interactions you have had with our team, thanks!

Awesome App

I Love this app .. I got everything in free edition what I we need for collaboration with our different teams in different departments. Customer service is really good and they helped me a lot. ##Thank You.

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Jacob Blair
Apr 15, 2019 at 11:49 AM

Hello Mira,####Thank you for taking the time to leave us a review! That's great to hear the tool was able to provide everything you needed, I'm glad we were able to assist in getting it setup, you're welcome!

Eugena Nelson
Oct 09, 2019 at 5:45 PM

Hi Mira,##Were all of the members in your different teams, users of Salesforce. Did they all have to have a license?####Thank you,####Gena

Hard to set up

Installed the app on the recommendation of my SFDC account team. I can't even figure out how to get started with it. I tried to create a project but I can't do that until I have a template or something created. And I have yet to figure out how to do that. I tried logging on to the website for the user guide but that just encourages you to upgrade to the paid version.####Not user friendly at all.

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Jacob Blair
Jan 11, 2019 at 4:54 PM

Hello Jodi,####I apologize for the difficulties you have experienced so far using our tool, I would like to help by sharing some of our online resources.####Our admin guide can be found on our website here:## you would like a video introduction of the tool you can find it here:## also have one-on-one free work sessions available on our website. This would be a screenshare call that includes a Solutions Engineer. During this time we can answer any questions you may have and provide a full demo, if desired.## you still have any questions our support team is also happy to help users of the free edition, you can open a case by will also be proactively reaching out to you to ensure you are able to get the most out of our package!

Easy to use

Love this app .. It's got everything we need for collaboration with our different teams.####It's got great charts and reports for that aggregated view that the execs are looking for regarding our pipeline and for internal project progress.

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Jacob Blair
Jun 26, 2018 at 4:53 PM

Hello Brianne,####Thanks for taking the time to leave us a review! Our gantt charts are a big win for bringing visibility to project progress at a glance, glad to hear you are enjoying the tool!

Superior Customer Support

We are currently using Passage Technology's Free Version of Milestones PM + and throughout the whole process from installation to general questions on usage I have experienced Superior Customer Service/Support. Our company is currently migrating from Salesforce Classic to Lightning and during our testing of this application we came across a piece of functionality that was working. I notified the support team, granted them access to our org, and within less than 24 hours Martha had a workaround in place. I am so impressed with the support and service as well as the Milestones PM + tool that I would recommend Passage Technology to anyone and everyone.

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Jacob Blair
Apr 05, 2018 at 4:36 PM

Hello Tammy,####Thank you for taking the time to leave us a review and your recommendation! We greatly appreciate you sharing your story, hearing this from you makes all of our hard work worth it!

Great Service!

I needed help activating Chatter functionality on the Task object. I reached out to the Support Team at Passage Tech and they got in touch immediately. We did a screen share and found the appropriate settings that needed to be modified, all within a few minutes. Andrew and Carlton we polite and professional and easy to work with. Thanks, fellas!

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Jacob Blair
Mar 07, 2018 at 10:13 AM

Hello Nick,####Thank you for taking the time to leave us a review, our team is always happy to help!

Searching for a Project Management solution

Really appreciated the fast response to my initial enquiry and the opportunity for a one-on-one demo with the opportunity to ask specific questions as well as get a really helpful and detailed run through of the software capabilities, pricing, support and development options. Its integration with Salesforce, ease of customisation and use, breadth of functionality, appear to be just what I am after. I will update this review as we proceed.....

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Jacob Blair
Feb 09, 2018 at 3:22 PM

Hello Christine, ####Thank you for leaving a review! Glad to hear your experiences with the tool have been positive so far! ####We're excited to hear an update to your review, please reach out to sales or support if you have any questions during your evaluation!

Free Addition

I downloaded the free version and was confused how to use it. I contacted customer support and they were very helpful. I was able to spend an hour on the phone for free speaking with a business development consultant and software engineer to customize my views. We are currently using the free version until my team is ready to try the premium addition. Service is the best I've had using salesforce. They didn't push me to upgrades or spending a lot of money but rather helped educate me on the right solution for my company. Highly recommended.

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Jacob Blair
Nov 10, 2017 at 5:19 PM

Hello Matt,####Thank you for taking the time to leave us a review, and for your recommendation! Our team is dedicated towards making sure you get the right solution, not just to increase our deal size! Happy to hear of your positive experience with us!

Had to uninstall after last update

It appears that Milestones PM Plus package was updated Friday. One of the Apex Classes caused our customer user automation to fail. I removed all connections to the objects and still our process errored out with an MPM4 error. Once MPM was uninstalled our process worked again.

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Jacob Blair
Sep 26, 2017 at 5:25 PM

Hello Ray,####As a free user you are subject to push updates as stated in our release process here:##'m not seeing where you raised any cases with our support team, we would be more than happy to investigate the issue for you and work towards a solution to the conflict.####We hope you would be interested in re-installing and reaching out to, so we can provide the assistance you need to be successful with our package.