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Milestones PM+ Reviews & Product Details

Passage Technology partnered with Salesforce in 2010 to provide a managed, supported version of the Salesforce Labs app, Milestones PM. One of the top free project management apps on AppExchange, Milestones PM+ is a 100% Salesforce-native app that integrates right into your org for better security and ease-of-use. • Program, Porfolio, Project, Milestone Gantt charts • Create projects from Opportunities, Cases, any record (Project Creation button) • Salesforce Calendar activity sync • Project calendar and Summary view • Status checks at-a-glance • Reusable Project templates • Task To-do checklist • Log issues • Risk documentation • Interactive Gantt chart: share, email, print, PDF • Resource management: allocation, finder, skill sets, team assignments • Time tracking (on any object): entry grid, submit hours, approval manager • Notification email alerts • Date/time requirements: set durations, weekend considerations, scheduling, automatic date shift cascading • Dependencies: parent/child, predecessor/successor, sub-Tasks and sub-Milestones, approval processes • Single-page Project builder • Import data from Milestones PM, CSV, XML files • Salesforce mobile app compatible

Seller

Passage Technology

Languages Supported

English

Product Description

Milestones PM+ takes over where your sales team finishes up so you don't drop the ball! Even if you are not managing client projects, Milestones PM+ tracks any kind of project information in Salesforce.

Overview by

John Duoba

Discussions

Milestones PM+ Community

Pricing

Pricing provided by Milestones PM+.

First 5 Users

Free

Each Additional User

$240.00

1 User Per Year

View More Pricing Information

Milestones PM+ Media

Milestones PM+ Demo - Project with Milestones PM+ in Salesforce

Milestones PM+ combined with Salesforce-native capabilities makes a powerful duo for simple project management.

Milestones PM+ Demo - Kanban board of Project Tasks

Updates across Salesforce.

Milestones PM+ Reviews (3)

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RE

Rene E.

Client Operations Administrator

Mid-Market (51-1000 emp.)

3/19/2021

"Throw away the huge spreadsheets you use to track projects, Milestones PM+ is the solution!"

5/5

What do you like best about Milestones PM+?

Tasks/milestones are linked so vital steps along the way are not forgotten. All project notes are in one place for everyone to see. Because of the integration with Salesforce there is a community of users available for support and assistance. You can't create reports off of a spreadsheet, so we now have historical reporting as well as up to date timelines available for everyone to see. Review collected by and hosted on G2.com.

What do you dislike about Milestones PM+?

Training documents and resources need further refinement. There have been some bugs along the way within the software, but the support team is helpful and they provide follow up on reported issues. Review collected by and hosted on G2.com.

Recommendations to others considering Milestones PM+:

Download the trial software and build a test project. If you projects are long-term, task heavy or require multiple team members, choose the premium version. The company also offers a few other software options that are worthwhile. We also use Rollup Helper which is extremely user friendly. Review collected by and hosted on G2.com.

What problems is Milestones PM+ solving and how is that benefiting you?

We use Milestones PM+ to onboard new clients. All of our tasks and milestones are linked so nothing within the process is forgotten. We now have consistent historical reporting available because all clients are onboarded in the same manner. Our teams can see exactly where each client is along the timeline. We use Issues to highlight any problems along the way and these Issues are reviewed with the client to ensure that they receive exactly the training they require. Review collected by and hosted on G2.com.

LR

Leah R.

CRM Analyst at Trader Interactive

Marketing and Advertising

Small-Business (50 or fewer emp.)

12/14/2021

"Milestones for Project tracking"

5/5

What do you like best about Milestones PM+?

The ability to manage multiple projects with various Milestones, & tasks assigned out to different departments & track the overall Project at a glance. Review collected by and hosted on G2.com.

What do you dislike about Milestones PM+?

Inability to remove certain email alerts. Review collected by and hosted on G2.com.

UH

Verified User in Hospital & Health Care

Mid-Market (51-1000 emp.)

9/22/2021

"Perfect for Project Management"

4.5/5

What do you like best about Milestones PM+?

As a Salesforce related tool, MilestonesPM+ allows you to manage projects internally and cross-functionally. Review collected by and hosted on G2.com.

What do you dislike about Milestones PM+?

The only issue with Milestones PM+ is the UI. It's not super user friendly and needs to improve in that aspect. Review collected by and hosted on G2.com.