Milestones PM+

Cross-industry, native, project and process management solution for Salesforce

Install Milestones PM+ Free Edition

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Project management isn’t one-size-fits-all. That’s why there’s Milestones PM+ for Salesforce.

Free Salesforce project management app on AppExchange, Milestones PM+ is easy to use for simple task management and flexible to customize for complex business programs.

No matter how broad or granular, Salesforce project management is great for any business.

  • Save time on repeatable tasks and efforts like onboarding and meetings with preset templates.
  • Instantly update clients about progress on their contracts and orders.
  • Transform ad hoc planning and notes into organized, actionable projects.
  • Clearly detail framework and roadmaps for proposal presentations.
  • Smarter Task assignments with our comprehensive Resource Finder.

Passage Technology partnered with Salesforce in 2012 to provide a managed, supported version of the Salesforce Labs app, Milestones PM. Today, we continue to add features and functionality to the app and offer convenient Milestones PM+ Starter Packs.

Features

Premium Edition

Free Edition

Basic Project Management
Mobile Friendly
To-Do List
Interactive Gantt Chart  
Resource Management Solution  
Time Tracking  
Salesforce Activity Sync  
Project Creation Button  
Advanced Project Templates  
Notification Email Alerts  
Consistent Access to Stable Releases  
Priority support response time  
Custom/Implementation support with services
Data Migration and Training with services

Salesforce Projects Powered by Milestones PM+

360-degree visibility for complete productivity insights and better forecasting.

  • True-view Calendar of Salesforce Tasks, Events, Project assignments – all in one place.
  • Gantt charts show Project progress at-a-glance.
  • Time tracking on Project Tasks, Activities, Cases, any object in Salesforce.
  • Log issues encountered and report their impact.
  • Document possible risks and plan their resolve.
  • Relate Products, Orders, Quotes, Solutions, Campaigns to any Task, Milestone, Project, Program.

100% Salesforce-native and free to download on the AppExchange, Milestones PM+ works with all Salesforce clouds (Professional and up) for any industry.

Create Projects from any record in Salesforce

  • Reusable Project templates from external file import and Salesforce-based export.
  • Adaptable Project Record types by team, department, function, or use case.
  • Instant Create with the click of a button anywhere in Salesforce.
  • Workflow Automation for client emails, internal notifications, and progress updates.

Per-org or Per-user: Pick your pricing

Salesforce can be costly enough: Don’t overpay on project management for yourself or your team.

Employees with Salesforce logins can use Milestones PM+ at no additional charge. No Salesforce? No problem – Passage Technology offers discounted licenses with purchase of Milestones PM+ Premium Edition, so anyone needing a Salesforce account to use the app can get one affordably.

For SMALL TEAMS up to ten users and ORG-WIDE unlimited users, Milestones PM+ fits any budget and any business size.

Accelerate Adoption with Starter Packs

No one knows Milestones PM+ better than our Salesforce-certified developers – Take the fast-track to success with Milestones PM+ Starter Packs

Your success is our success, and there’s no better (or quicker) way to accomplish your project goals than Milestones PM+ Starter Packs.

Admins are busy and so are you. Skip the hassle by letting us customize your setup, train you and your team, and provide tailored dashboards and workflows that can be used later as frameworks. Get the most from your Salesforce and Milestones PM+ investments with a Starter Pack.

Data security and performance reliability

Milestones PM+ and all Passage apps keep up to date with Salesforce, diligently testing with the latest versions before releasing Milestones PM+ updates, ensuring app stability and security. Read about Passage Technology app security.

Mid-Size Company (10-250 employees)

New Customer Pricing

$2,064/org/year This price only applies if you accept our standard agreements. Contact us if you need a customized quote at sales@passagetech.com.

Interested in Milestones PM+?

Install Milestones PM+ Free Edition