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What is Milestones PM+?

Salesforce provides a versatile and integrated project management solution suitable for various industries. Recognizing that project management cannot adhere to a universal model, the Milestones PM+ app stands out as Salesforce's dedicated tool for this purpose. Available for free on AppExchange, Milestones PM+ is user-friendly for managing tasks and offers the adaptability needed for more intricate business initiatives. This project management system is beneficial for enterprises of any size, ensuring that both large corporations and small businesses find value. With readily available templates, organizations can streamline repetitive activities such as onboarding and coordinating meetings, ultimately saving time. Additionally, clients receive real-time updates regarding their orders and contracts, fostering improved communication. The app enables users to convert spontaneous planning and notes into well-structured, actionable projects. It also allows for the development of clearly defined frameworks and roadmaps for proposal presentations. Furthermore, the smart task assignment feature leverages an extensive Resource Finder, enhancing efficiency in project execution. Thus, Salesforce’s project management solution not only simplifies the planning process but also elevates collaboration and transparency across teams.

What is Chargent?

Chargent Payment Processing for Salesforce is recognized as the leading payment solution found on the Salesforce AppExchange. This fully native application is crafted to support both credit card and ACH transactions for both one-time and recurring billing, all optimized for the lightning interface. With Chargent, users have comprehensive oversight of their payment processing, managing everything conveniently within Salesforce, where all customer data is stored. Its straightforward installation as an add-on makes it a popular choice, and since its launch in 2008, it has been embraced by countless organizations. Chargent boasts out-of-the-box compatibility with over 30 direct payment gateways, and it includes developer tools that enable tailored solutions to fit various business workflows. Additionally, users can securely handle phone payments through a user-friendly interface, and Chargent supports the concurrent use of multiple gateways, accommodating the diverse needs of different business divisions. Such a robust array of features positions Chargent as an essential tool for companies aiming to enhance their payment processing efficiency and effectiveness. By leveraging this platform, businesses can not only simplify their transactions but also improve overall customer satisfaction through better service.

Media

Media

Integrations Supported

Braintree
Breadwinner
Eway
Ezidebit
FormAssembly
PayPal
PayTrace
Salesforce
Salesforce Service Cloud
Stripe

Integrations Supported

Braintree
Breadwinner
Eway
Ezidebit
FormAssembly
PayPal
PayTrace
Salesforce
Salesforce Service Cloud
Stripe

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Passage Technology

Date Founded

2008

Company Location

United States

Company Website

www.passagetechnology.com

Company Facts

Organization Name

AppFrontier

Date Founded

2012

Company Location

United States

Company Website

www.appfrontier.com/chargent.html

Categories and 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

Categories and Features

Payment Processing

ACH Check Transactions
Bitcoin Compatible
Debit Card Support
Gift Card Management
Mobile Payments
Online Payments
POS Transactions
Receipt Printing
Recurring Billing
Signature Capture

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