Project management that proves it happened.

Salesforce Tasks track what you planned to do. Audit Ready PM proves what actually happened — and nobody can change it.

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100% native Salesforce 30-day free trial No external data or sync Experience Cloud ready

Manufacturing Healthcare Financial Services Construction Professional Services Government Contracting

What’s included

Built for teams where documentation isn’t optional — it’s evidence.

Everything a compliance-driven team needs to run projects and prove outcomes, entirely inside Salesforce.

Immutable Audit Trail

Completed tasks, checklist sign-offs, and status changes are timestamped, attributed, and locked. Auditors see exactly what happened and when — no retroactive edits.

Digital SOP Execution

Run standard operating procedures as structured checklist forms directly inside Salesforce. Require sign-offs, PM review gates, and attach evidence at the item level.

One-Click PDF Reports

Generate self-contained, court-ready project documentation with a single click. Hand an auditor a PDF — not a spreadsheet you put together the night before.

Gantt & Kanban Views

Visual milestone timelines and Kanban task boards, both living natively inside your Salesforce org. No screen-switching, no external tools.

Reusable Project Templates

Build a project template once — tasks, milestones, checklists, and SOPs included. Deploy it consistently every time you start a new engagement.

External Stakeholder Access

Give clients and vendors a read-only project view via Salesforce Experience Cloud. They see what they need to — nothing more, nothing less.

Getting started

Up and running in under an hour.

The in-app setup wizard walks your admin through every step. No consultants required.

Install from AppExchange

One-click install into your Salesforce org. Fully native — nothing to configure outside of Salesforce.

Review License & Limits

The setup wizard shows your current tier, active users, and project counts. Your 30-day trial starts automatically.

Connect Business Objects

Optionally link projects to Opportunities, Contracts, Cases, or Assets. Toggle each integration on or off — no code required.

Load Sample Data

Install a pre-built 5-project dataset to see everything working before you build your own templates. Remove it when you’re ready.

Ready to make your next audit the easy part?

30-day free trial. All features. No credit card. All data stays in your Salesforce org.

Get it on AppExchange Request a Demo