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Average Ratings 0 Ratings
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
Combining elements of a calendar and project management tool, Plan streamlines your work processes, allowing you and your team to achieve greater productivity with less effort. It smartly consolidates projects and tasks from various platforms such as calendar applications, email, JIRA, Zendesk, Salesforce, and GitHub. You can think of it as a personal assistant for your work life. Teams utilizing Plan typically gain back around 15 hours each week, enabling them to focus more on their actual work rather than getting bogged down in management tasks. This efficiency not only enhances productivity but also promotes a more balanced work environment.
API Access
Has API
API Access
Has API
Integrations
Salesforce
Salesforce Agentforce Service
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
$6.67/month/user
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Passage Technology
Founded
2008
Country
United States
Website
www.passagetechnology.com
Vendor Details
Company Name
Plan
Country
United States
Website
getplan.co
Product Features
Project Management
Agile Methodologies
Budget Management
Client Portal
Collaboration Tools
Cost-to-Completion Tracking
Customizable Templates
Gantt Charts
Idea Management
Kanban Board
Milestone Tracking
Portfolio Management
Resource Management
Time & Expense Tracking
Traditional Methodologies
Product Features
Project Management
Agile Methodologies
Budget Management
Client Portal
Collaboration Tools
Cost-to-Completion Tracking
Customizable Templates
Gantt Charts
Idea Management
Kanban Board
Milestone Tracking
Portfolio Management
Resource Management
Time & Expense Tracking
Traditional Methodologies