Milestones PM+ Free Edition - Customizable Project Management
Passage Technology partnered with Salesforce in 2012 to provide a managed version of the Salesforce Labs app, Milestones PM, and continues supporting project management efforts with Milestones PM+®. •Portfolio, Program, Project, Milestone Gantt charts and Kanban boards •Reusable project templates •Custom project types •Task to-do checklist •Task timer •Log issues •Risk documentation •Budget; Expense tracking •Enhanced scheduling: set durations, weekends, holidays, non-working days; automatic date shift cascading •Dependencies: parent/child, predecessor/successor, sub-Tasks/sub-Milestones, approval processes •Status checks at-a-glance: Project calendar; Summary view •Import data from Milestones PM, CSV, XML files •Interactive Gantt chart: share, email, print, PDF •Resource planning & resource allocation: users/contacts, finder, skills, teams, capacity, utilization •Time tracking (on any object): time sheets, approval manager, non/billable hours •Assignment Notification emails •Activity (event/task) sync and reminder alerts •Create projects from Opportunities, Cases, any record (Project Creation button) •Quick start services available with Starter Packs
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Fundraise Up
Fundraise Up's powerful native Salesforce integration unifies your online fundraising strategy and CRM for a smoother workflow. Automatically sync donations, campaigns, and donor data, giving you a complete picture of your supporters. Automate workflows, saving you time and minimizing errors. Gain data-driven insights to personalize digital fundraising strategies and maximize online donor engagement. Our real-time, native integration covers all your donation platform needs — from one-time and recurring gifts to refunds, all neatly tracked in Salesforce. Plus, nonprofits or educational organizations can customize settings to fit nonprofit's workflow, like syncing test data and setting up own naming rules for transactions and commitments. Focus on what matters most - achieving your mission. Fundraise Up keeps your online fundraising strategy efficient and effective. Fundraise Up integrates with Agentforce for Nonprofits, Agentforce for Education, Salesforce NPSP, and Standard Salesforce.
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