Customizable Project Management
Milestones PM+ is 100% native to Salesforce and it is fully customizable. Milestones PM+ comes with free project management features that can be quickly customized by your Salesforce administrator. With Milestones PM+ installed into your org, you will get immediate 360-degree visibility to all of your programs, projects, milestones, tasks, time, risks and issues, right from within your company's CRM. See our feature list or request a demo to learn more. With our product, there is no compromise, and you can design the product to meet 100% of your PM workflow needs. Milestones PM+ is supported from Professional Edition on up.
Create Projects From Templates
Create projects in Salesforce automatically by importing a project template file. No more creating projects manually from the ground up; ensure consistent project execution! You can create a project template file easily by exporting any project you've created in Milestones PM+ using the export button. With our Milestones PM+ Premium Edition - Advanced Project Template feature, you can export and import you projects with ease and include all custom fields in your templates.
Create Projects From A Button Anywhere in Salesforce*
Milestones PM+ allows users to create projects from a button anywhere in Salesforce. This feature saves users time and resources by allowing them to create projects from any object with just a single button click.
We understand that some of the most valuable information about your business is stored in Salesforce. Milestones PM+ can securely and professionally handle your important project plans, without having to worry about the dependability or stability of the application. Our team works diligently to ensure the integrity of our applications, so you don't have to.
Unlimited Users Per Org
Whether you use Milestones PM+ Free Edition or Premium Edition, you get access for your ENTIRE org to run project management in Salesforce, provided that your users already have assigned Salesforce licenses. For access to our Milestones PM+ products, there are no additional per user fees charged by Passage Technology as your company grows users or adds business units into Salesforce; we just charge a flat rate for Milestones PM+ Premium Edition per org and the Milestones PM+ Free Edition is FREE per org. Please contact us for assistance should you need to purchase extra Salesforce licenses to host your project management solution or simply need to upgrade to Milestones PM+ Premium Edition.
Automatic Project Creation
Using Milestones PM+ and Salesforce Lightning Enterprise Edition, you can natively create a project from a template off of any object in Salesforce (e.g. opportunity) using a simple copy and paste trigger. If you are using Lightning Professional Edition, we recommend that you check out our "Create Projects From A Button Anywhere in Salesforce" feature in Milestones PM+ Premium Edition to implement project creation without any code.
We keep up to date with each version of Salesforce so that you don't have to and we always test our releases with the latest versions of Salesforce before we release. Our PM solution is always compliant with the latest functionality that Salesforce releases (e.g Lightning Experience).
We partnered with Salesforce to be the go to partner to offer paid support for Milestones PM. When you need some support for the product or your implementation, we are just a phone call or quick email away through our online support group, or if you sign up for a service plan.
Choose the Right Version
If you are just getting started with project management in Salesforce, we highly recommend that you start to use Milestones PM+ Free Edition. Not only is it free, but it is continuously enhanced by Passage Technology, whereas the Milestones PM version that Salesforce created is no longer updated, bug prone, and is not supported on the latest Salesforce versions (e.g. api). You can also upgrade to Milestones PM+ Premium Edition. To learn more about the differences between Milestone PM and PM+, click here.
*Available for purchase via Premium Edition Upgrade