Milestones PM+ Premium Edition Trial

Milestones PM+ is the customizable project management solution for Salesforce. There is no better way to ensure that a project management solution is going to be the best fit for your organization and business processes than to try it out in your environment. Request a Milestones PM+ Premium Edition Trial today. 

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Request a Milestones PM+ Premium Edition Trial.

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Hear what our customers have to say

Lifesaver for tracking Projects

"This app is a life saver if you want to track projects and along with their milestones and tasks assigned to each project member. Gantt charts provide the holistic view of what is being done and how much it is being done. We were thinking of using another application however when we reviewed it, it turned out to be perfect for our organization. It does increases productivity as well because everything seems to be so streamlined and we do not have to manage it on Excel. Happy to use this product!"

Lifesaver for the Solo Admin...

"I use Milestones PM+ to manage all system administrator related projects. As we are an expanding org working on both major and mid-scale integrations, I appreciate the ease with which I can set up a project and track tasks and milestones. The application is pretty flexible; I can go into the level of detail I need for the particular project, and it's easy to view upcoming due dates and other information in reports. I would highly recommend this app for any PM, but especially those who work on implementation projects."

Premium Edition Features

Includes all Free Edition Features, plus:

  • Manage Project Plan
    • Manage Project Plan updates in a convenient spreadsheet like grid format.
  • Printable/Drag & Drop Gantt Chart
    • Share project schedule progress with non-Salesforce users affordably (e.g. customers, partners) 
    • Drag & drop project deadline dates
  • Salesforce Task/Event Sync
    • Sync your Project Task information to your Salesforce Tasks or Events to place them on the Salesforce calendar, in MS Outlook/Gmail, or your home page.
  • Resource Assignment Solution
    • Assign either Salesforce Users or any Contact in your CRM to a Project Task
    • Manage resources by skill set or any other resource dimension
  • Time Tracking
    • Time tracking ON ANY object
    • Time approvals
    • Time reporting
  • Alerts/Notifications
    • Send out automated email alerts when predecessor tasks are completed to successor task's assigned resource.
  • Project Creation Button 
    • Create entire projects from any record in Salesforce via a click of a button.
  • Advanced Project Templates
    • Keep the project, milestone, or task assignment during the export/import process
    • Any custom field values populated in your template will remain in place through the Import/Export template process
  • Milestone & Task Communication Templates
    • Create project email templates that reference any milestone or task fields.
    • Use any pre-existing Salesforce email template folder.