Milestones PM+

Milestones PM+

Passage Technology
TaskRay

TaskRay

Bracket Labs
+
+

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About

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

About

Your Ticket to First Class Customer Onboarding. There’s a reason we're the best Salesforce-native app for customer onboarding. Our TaskRay in 60 seconds video covers the 4 critical steps and best practices for onboarding, just a few of the things that set us apart. TaskRay is the Leader in Customer Onboarding in Salesforce. TaskRay, an innovative customer onboarding and project management solution, helps companies manage their onboarding and implementation processes, drive greater efficiencies, and create unmatched customer experiences—all within Salesforce.

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Audience

Organizations that need a project and process management solution for Salesforce

Audience

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Not Supported

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version Supported
Free Trial Supported

Pricing

$19.00/month/user
Free Version Not Supported
Free Trial Not Supported

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

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Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Not Supported

Training

Documentation Not Supported
Webinars Supported
Live Online Not Supported
In Person Not Supported

Company Information

Passage Technology
Founded: 2008
United States
www.passagetechnology.com

Company Information

Bracket Labs
taskray.com

Alternatives

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Alternatives

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Mission Control

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TaskRay

TaskRay

Bracket Labs
Inspire Planner

Inspire Planner

Inspire Planner Inc.

Categories

Project Management Supported

Categories

Project Management Features

Agile Methodologies Supported
Budget Management Supported
Client Portal Supported
Collaboration Tools Supported
Cost-to-Completion Tracking Supported
Customizable Templates Supported
Gantt Charts Supported
Idea Management Supported
Kanban Board Supported
Milestone Tracking Supported
Portfolio Management Supported
Resource Management Supported
Time & Expense Tracking Supported
Traditional Methodologies Supported

Project Management Features

Agile Methodologies Supported
Budget Management Not Supported
Client Portal Supported
Collaboration Tools Not Supported
Cost-to-Completion Tracking Supported
Customizable Templates Supported
Gantt Charts Supported
Idea Management Supported
Kanban Board Supported
Milestone Tracking Supported
Portfolio Management Not Supported
Resource Management Not Supported
Time & Expense Tracking Supported
Traditional Methodologies Supported

Integrations

Salesforce Supported
Salesforce Agentforce Service Supported
Workato Not Supported

Integrations

Salesforce Supported
Salesforce Agentforce Service Not Supported
Workato Supported
Claim Milestones PM+ and update features and information
Claim Milestones PM+ and update features and information
Claim TaskRay and update features and information
Claim TaskRay and update features and information