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What is Plan?

Plan integrates features of both a calendar and project management tool, simplifying your workflow to boost productivity for you and your team with minimal exertion. It effectively gathers projects and tasks from a variety of sources, including calendar apps, email, JIRA, Zendesk, Salesforce, and GitHub. Essentially, it acts like a personal assistant for your professional activities. Teams that use Plan often reclaim approximately 15 hours each week, allowing them to concentrate on their core responsibilities instead of being overwhelmed by management duties. This newfound efficiency not only drives productivity but also fosters a healthier work-life balance, leading to greater job satisfaction among team members. By minimizing administrative burdens, Plan empowers teams to thrive in a dynamic work environment.

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.

Media

Media

Integrations Supported

Integrations Supported

Salesforce
Salesforce Agentforce Service

API Availability

API Availability

Pricing Information

$6.67/month/user
1 - 4 members included in free version
Free Version

Pricing Information

Pricing not provided
Free Version
Free Trial Offered?

Supported Platforms

SaaS
iPhone
iPad
Mac

Supported Platforms

SaaS

Customer Service / Support

24 Hour Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Online Training

Training Options

Documentation Hub
Webinars
Online Training

Company Facts

Organization Name

Plan

Company Location

United States

Company Website

getplan.co

Company Facts

Organization Name

Passage Technology

Date Founded

2008

Company Location

United States

Company Website

www.passagetechnology.com

Categories and Features

Project Management

Agile Methodologies
Gantt Charts
Kanban Board
Milestone Tracking
Time & Expense Tracking
Traditional Methodologies

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

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