Evernote Teams by Evernote
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Project Management Software
Milestones PM+ reviews and summary
Milestones PM+ is a free, 100% Salesforce-native project management application from Passage Technology. It lives directly within the Salesforce environment, providing seamless integration with CRM data. The app offers core PM features like resource management, time tracking, task assignments, and program/portfolio oversight, along with robust reporting capabilities. By being native to Salesforce, it eliminates data silos, allowing project data to interact directly with sales, customer, and account information. This integration provides a 360-degree view of client engagements, from initial opportunity to project delivery, enhancing alignment between project execution and... This application is exclusively for businesses that already use Salesforce as...
Best for
This application is exclusively for businesses that already use Salesforce as their CRM and want to extend its capabilities into project management. It is perfect for Salesforce administrators, project managers, and professional services teams within sales-oriented organizations who need to manage client projects without leaving their primary business platform.
Category
Project Management Software
Vendor
Passage Technology
Key takeaways
Our verdict
Our verdict is that for Salesforce-centric organizations, Milestones PM+ is an exceptionally compelling offer. Being free and deeply integrated, it provides significant project management functionality at no extra cost, dramatically improving visibility and coordination between sales pipelines and project delivery.
Quick facts
Milestones PM+ at a glance
Ratings
Milestones PM+ ratings
Ratings in this section summarize available rating data. Software reviews are shown separately when users submit reviews.
Decision notes
Milestones PM+ pros and cons
Potential strengths
- Clear buyer-fit positioning is available in the profile data.
Points to verify
- Confirm current pricing, contract terms, and included plan details with the vendor.
- Confirm product-specific availability for category-level features before buying.
- There are no written reviews for this software yet.
- Published pricing is not available in this profile data.
Buyer fit
Who uses Milestones PM+?
This application is exclusively for businesses that already use Salesforce as their CRM and want to extend its capabilities into project management. It is perfect for Salesforce administrators, project managers, and professional services teams within sales-oriented organizations who need to manage client projects without leaving their primary business platform.
Feature research
Milestones PM+ features
These are common features buyers compare in Project Management Software. Product-specific availability should be confirmed with the vendor.
Agile Framework Support
Offers support for various Agile methodologies, including XP, Adaptive Project Framework, Kanban, and Scrum.
Project Budgeting
Plan and analyze project expenditures against financial forecasts.
Stakeholder Portal
A secure online gateway for clients to view project details and data.
Team Collaboration Suite
Features that enable team members to exchange files, message, and co-author projects in real-time.
Project Cost-to-Completion Tracking
Provides a forecast of the expenditures required to achieve project completion.
Bespoke Templates
Develop and save bespoke layouts to be reused across various documents and communications.
Gantt Chart Visualization
Visual coordination of project timelines, milestones, and task dependencies.
Innovation Management
Promotes the collection, refinement, and assessment of creative concepts and feedback.
Kanban Visualization
A visual workflow management tool used to track progress and optimize task completion.
Project Achievement Monitoring
Monitors the advancement of tasks and planned achievements to enhance project status management.
Strategic Portfolio Oversight
Assess project portfolios to ensure alignment with high-level strategic business goals.
Human Resource Allocation
Strategically managing and allocating an organization’s human resources for maximum efficiency.
Compare
Milestones PM+ alternatives
Compare Milestones PM+ with other Project Management Software tools that buyers often evaluate.
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My Hours by Spica
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Software reviews
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FAQ
Milestones PM+ FAQs
Milestones PM+ is a free, 100% Salesforce-native project management application from Passage Technology. It lives directly within the Salesforce environment, providing seamless integration with CRM data. The app offers core PM features like resource management, time tracking, task assignments, and program/portfolio oversight, along with robust reporting capabilities. By being native to Salesforce, it eliminates data silos, allowing project data to interact directly with sales, customer, and account information. This integration provides a 360-degree view of client engagements, from initial opportunity to project delivery, enhancing alignment between project execution and...
This application is exclusively for businesses that already use Salesforce as their CRM and want to extend its capabilities into project management. It is perfect for Salesforce administrators, project managers, and professional services teams within sales-oriented organizations who need to manage client projects without leaving their primary business platform.
Milestones PM+ is listed in Project Management Software.
Milestones PM+ is listed with Passage Technology as the vendor.
Buyers often compare Milestones PM+ with other Project Management Software tools such as Evernote Teams, ClickUp, Microsoft Visual Studio, Clockify. Review ratings, pricing, and fit before choosing.
Yes. Use the Write a review button on this page to submit a software review for Milestones PM+.
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