Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Salesforce offers a cross-industry, native, and project management solution. Project management is not a one-size-fits all approach. Milestones PM+ is Salesforce's project management app. Milestones PM+, a free Salesforce project management app available on AppExchange is simple to use for task management and flexible enough to customize for more complex business programs. Salesforce project management is great for all businesses, no matter how large or small. Pre-made templates save time and make it easier to do repetitive tasks such as onboarding and meetings. Clients can be updated instantly about the status of their orders and contracts. Transform impromptu planning and notes into structured, actionable projects. For proposal presentations, create clearly detailed frameworks and roadmaps. Smarter Task assignments using our extensive Resource Finder.
Description
Combining elements of a calendar and project management tool, Plan streamlines your work processes, allowing you and your team to achieve greater productivity with less effort. It smartly consolidates projects and tasks from various platforms such as calendar applications, email, JIRA, Zendesk, Salesforce, and GitHub. You can think of it as a personal assistant for your work life. Teams utilizing Plan typically gain back around 15 hours each week, enabling them to focus more on their actual work rather than getting bogged down in management tasks. This efficiency not only enhances productivity but also promotes a more balanced work environment.
API Access
Has API
No
API Access
Has API
No
Integrations
Salesforce
No
Salesforce Agentforce Service
No
Pricing Details
No price information available.
Free Trial
Yes
Free Version
Yes
Pricing Details
$6.67/month/user
1 - 4 members included in free version
Free Trial
No
Free Version
Yes
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
Yes
Android App
No
Windows
No
Mac
Yes
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
Yes
Online Support
No
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
Passage Technology
Founded
2008
Country
United States
Website
www.passagetechnology.com
Vendor Details
Company Name
Plan
Country
United States
Website
getplan.co
Product Features
Project Management
Agile Methodologies
Yes
Budget Management
Yes
Client Portal
Yes
Collaboration Tools
Yes
Cost-to-Completion Tracking
Yes
Customizable Templates
Yes
Gantt Charts
Yes
Idea Management
Yes
Kanban Board
Yes
Milestone Tracking
Yes
Portfolio Management
Yes
Resource Management
Yes
Time & Expense Tracking
Yes
Traditional Methodologies
Yes
Product Features
Project Management
Agile Methodologies
Yes
Budget Management
No
Client Portal
No
Collaboration Tools
No
Cost-to-Completion Tracking
No
Customizable Templates
No
Gantt Charts
Yes
Idea Management
No
Kanban Board
Yes
Milestone Tracking
Yes
Portfolio Management
No
Resource Management
No
Time & Expense Tracking
Yes
Traditional Methodologies
Yes