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Average Ratings 0 Ratings

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features
design
support

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Write a Review

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

Managing projects effectively requires tools for Issue Tracking, Project Management, Version Control, Help Desk, File Sync, Wikis, and Chat. Creating a successful product and delivering software necessitates quick access to information, yet this data is often scattered across various platforms, including issue trackers, git commits, wikis, and miscellaneous documents. Planio consolidates all this information into a single platform, making it easier to manage. Monitoring issues, tasks, and bugs is fundamental to Planio’s functionality, allowing for tailored tracking of essential information in every issue. Users can develop intricate workflows that determine the available actions based on specific roles within the team. Additionally, Planio accommodates agile methodologies like Scrum, enabling teams to plan sprints and visualize their progress on an Agile Kanban board. For those who prefer conventional project management methods, Planio also offers features like milestones and Gantt charts, ensuring versatility for teams that do not solely rely on agile practices. As your team generates documents, prototypes, and impressive presentations, having a centralized system becomes even more vital for maintaining organization and efficiency. This comprehensive approach fosters collaboration and enhances productivity across all stages of the project lifecycle.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Bitbucket No 
Desktop.com No 
GitHub No 
Google Docs No 
Lyftrondata No 
Opsgenie No 
Peaka No 
Quickwork No 
Salesforce Yes 
Salesforce Agentforce Service Yes 
Sameroom No 
StarfishETL No 
Usersnap No 

Integrations

Bitbucket Yes 
Desktop.com Yes 
GitHub Yes 
Google Docs Yes 
Lyftrondata Yes 
Opsgenie Yes 
Peaka Yes 
Quickwork Yes 
Salesforce No 
Salesforce Agentforce Service No 
Sameroom Yes 
StarfishETL Yes 
Usersnap Yes 

Pricing Details

No price information available.
Free Trial Yes 
Free Version Yes 

Pricing Details

$25 per month
Free Trial Yes 
Free Version No 

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 Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Passage Technology

Founded

2008

Country

United States

Website

www.passagetechnology.com

Vendor Details

Company Name

Planio

Founded

2010

Country

Germany

Website

www.plan.io

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

Bug Tracking

Backlog Management Yes 
Filtering Yes 
Issue Tracking Yes 
Release Management Yes 
Task Management Yes 
Ticket Management Yes 
Workflow Management Yes 

Issue Tracking

Assignment Management Yes 
Dashboard Yes 
Escalation Management Yes 
Issue Auditing Yes 
Issue Scheduling Yes 
Knowledge Base Yes 
Project Management Yes 
Recurring Issues Yes 
Scheduling Yes 
Task Management Yes 

IT Service

Contract Management No 
IT Asset Management No 
Incident Management Yes 
Knowledge Management Yes 
Release Management Yes 
Self Service Portal Yes 
Service Catalog No 
Service Reporting No 
Ticket Management Yes 

Product Management

Collaboration Yes 
Feedback Collection Yes 
Idea Management Yes 
Milestone Tracking Yes 
Prioritization Yes 
Product Roadmapping Yes 
Release Management Yes 
Requirements Management Yes 
Resource Management Yes 
Workflow Management Yes 

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