Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Inspire Planner is a leading Salesforce project management app. It is used by companies of all sizes across multiple industries, from small businesses to large public corporations.
We have been searching for a Salesforce-native project management app for years without success. We found apps on Salesforce AppExchange that were too expensive, too complicated, or that offered a new way to do things. We decided to put our talents to use and create the app we were looking for. Inspire Planner was born from this vision.
Inspire Planner offers many powerful features, such as multiple predecessors and interactive Gantt charts, automations, templates, time track, resource capacity planning, and more.
Inspire Planner is a great tool for integrating everything in Salesforce if you are using Microsoft Project, Smartsheet or another similar tool.
Description
To compare your plans with reality, forecast the availability of your employees and track their time on projects. A quick overview of your financial and operational performance. To streamline non-billed tasks, bring all parts of your business together and allow you to focus on what is most important: providing high-quality professional services to your clients. Smart algorithms based on tech and soft skills matrix allow you to see who is available and to schedule the most suitable people for existing, planned, or tentative projects in one click. Estimate the phases of a project, report vacancies and manage profitability. You can deliver truly data-driven, profitable results. Employee dashboard and predictive timesheets make it easier for employees to log their work. This data can be used to improve your project. You can estimate costs for both a project and your entire business. Dynamic reports allow you to track all changes in real time.
API Access
Has API
No
API Access
Has API
Yes
Integrations
BI Book
No
Salesforce
Yes
Salesforce Agentforce Commerce
Yes
Salesforce Agentforce Education
Yes
Salesforce Agentforce Health
Yes
Salesforce CPQ
Yes
Salesforce Experience Cloud
Yes
Integrations
BI Book
Yes
Salesforce
No
Salesforce Agentforce Commerce
No
Salesforce Agentforce Education
No
Salesforce Agentforce Health
No
Salesforce CPQ
No
Salesforce Experience Cloud
No
Pricing Details
$40/user/month
* billed annually
* 10 license minimum
* Standard Onboarding package required
* Nonprofit: 10 free licenses, further discounts for additional users
* 10 license minimum
* Standard Onboarding package required
* Nonprofit: 10 free licenses, further discounts for additional users
Free Trial
Yes
Free Version
Yes
Pricing Details
$34.20 per month
Billed annually
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
Inspire Planner Inc.
Founded
2014
Country
Canada
Website
inspireplanner.com
Vendor Details
Company Name
Primetric
Founded
2016
Country
Poland
Website
www.primetric.com
Product Features
Gantt Chart
Alerts/Notifications
Yes
Capacity Monitoring
No
Color Coding
Yes
Dependency Tracking
Yes
Drag & Drop
Yes
Milestone Tracking
Yes
Progress Tracking
Yes
Task Management
Yes
Templates
Yes
Professional Services Automation
Billing & Invoicing
No
CRM
No
Client Portal
Yes
Collaboration Tools
Yes
Document Management
Yes
Portfolio Management
Yes
Project Management
Yes
Proposal Generation
No
Quote Management
No
Resource Management
Yes
Time & Expense Tracking
Yes
Project Management
Agile Methodologies
Yes
Budget Management
No
Client Portal
Yes
Collaboration Tools
Yes
Cost-to-Completion Tracking
Yes
Customizable Templates
Yes
Gantt Charts
Yes
Idea Management
Yes
Kanban Board
Yes
Milestone Tracking
Yes
Portfolio Management
Yes
Resource Management
Yes
Time & Expense Tracking
Yes
Traditional Methodologies
Yes
Project Planning
Agile Methodologies
No
Budget Management
Yes
Collaboration Tools
Yes
Due Date Tracking
Yes
Gantt Charts
Yes
Kanban Board
Yes
Prioritization
No
Progress Tracking
Yes
Resource Management
Yes
Task Management
Yes
Template Management
Yes
Traditional Methodologies
Yes
Project Portfolio Management
Budget Management
Yes
Collaboration
Yes
Dashboard
Yes
Issue Management
Yes
Milestone Tracking
Yes
Portfolio Management
Yes
Project Planning
Yes
Requirements Management
No
Resource Management
Yes
Status Tracking
Yes
Task Management
Yes
Time & Expense Tracking
Yes
Project Tracking
Collaboration Tools
Yes
Cost-to-Completion Tracking
Yes
Gantt Charts
Yes
Kanban Board
Yes
Milestone Tracking
Yes
Percent-Complete Tracking
Yes
Prioritization
No
Status Tracking
Yes
Time & Expense Tracking
Yes
Task Management
Collaboration
Yes
Create Subtasks
Yes
Gamification
No
Gantt Charts
Yes
Mobile Access
No
Percent-Complete Tracking
Yes
Progress Tracking
Yes
Recurring Tasks
No
Reporting/Analytics
Yes
Spreadsheet View
Yes
Task Board View
Yes
Task Planning
Yes
Task Scheduling
Yes
Task Tracking
Yes
Time Tracking
Yes
To-Do List View
No
Time and Expense
Activity Tracking
Yes
Billable Hours Tracking
Yes
Billing Rate Management
Yes
Expense Tracking
Yes
Invoice Processing
No
Multiple Billing Rates
No
Project Tracking
Yes
Reimbursement Management
No
Time Tracking by Client
Yes
Time Tracking by Project
Yes
Time Tracking
Automatic Time Capture
Yes
Billable & Non-Billable Hours
Yes
Billing & Invoicing
No
Employee Database
No
Expense Tracking
Yes
Mobile Time Tracking
Yes
Multiple Billing Rates
No
Offline Time Tracking
No
Online Time Tracking
Yes
Overtime Calculation
No
Time per Project Reporting
Yes
Timesheet Management
Yes
Vacation / Leave Tracking
No
Product Features
Financial Reporting
"What If" Scenarios
Yes
Audit Trail
No
Balance Sheet
No
Cash Management
Yes
Consolidation / Roll-Up
No
Forecasting
Yes
General Ledger
No
Income Statements
No
Multi-Company
No
Multi-Department / Project
No
Profit / Loss Statement
No
Gantt Chart
Alerts/Notifications
Yes
Capacity Monitoring
No
Color Coding
No
Dependency Tracking
No
Drag & Drop
Yes
Milestone Tracking
Yes
Progress Tracking
Yes
Task Management
Yes
Templates
Yes
Professional Services Automation
Billing & Invoicing
Yes
CRM
No
Client Portal
No
Collaboration Tools
No
Document Management
No
Portfolio Management
Yes
Project Management
Yes
Proposal Generation
No
Quote Management
No
Resource Management
Yes
Time & Expense Tracking
Yes
Project Planning
Agile Methodologies
Yes
Budget Management
Yes
Collaboration Tools
No
Due Date Tracking
Yes
Gantt Charts
Yes
Kanban Board
No
Prioritization
Yes
Progress Tracking
Yes
Resource Management
Yes
Task Management
Yes
Template Management
Yes
Traditional Methodologies
Yes
Project Portfolio Management
Budget Management
Yes
Collaboration
No
Dashboard
Yes
Issue Management
No
Milestone Tracking
Yes
Portfolio Management
Yes
Project Planning
Yes
Requirements Management
No
Resource Management
Yes
Status Tracking
Yes
Task Management
Yes
Time & Expense Tracking
Yes
Project Tracking
Collaboration Tools
No
Cost-to-Completion Tracking
Yes
Gantt Charts
Yes
Kanban Board
No
Milestone Tracking
Yes
Percent-Complete Tracking
Yes
Prioritization
Yes
Status Tracking
Yes
Time & Expense Tracking
Yes
Resource Management
Capacity Management
Yes
Data Visualization
No
Demand Forecasting
No
Drag & Drop
Yes
Employee Scheduling
No
Filtered Search
No
Resource Allocation
No
Skills Tracking
Yes
Utilization Management
No
Strategic Planning
Budgeting & Forecasting
Yes
Dashboard
Yes
Goal Setting / Tracking
No
Idea Management
No
KPIs
No
Modeling & Simulation
No
Roadmapping
No
Scenario Planning
Yes
Scorecards
No
Time and Expense
Activity Tracking
Yes
Billable Hours Tracking
No
Billing Rate Management
No
Expense Tracking
Yes
Invoice Processing
No
Multiple Billing Rates
Yes
Project Tracking
Yes
Reimbursement Management
No
Time Tracking by Client
Yes
Time Tracking by Project
Yes
Time Tracking
Automatic Time Capture
No
Billable & Non-Billable Hours
Yes
Billing & Invoicing
Yes
Employee Database
Yes
Expense Tracking
Yes
Mobile Time Tracking
No
Multiple Billing Rates
Yes
Offline Time Tracking
No
Online Time Tracking
No
Overtime Calculation
Yes
Time per Project Reporting
No
Timesheet Management
Yes
Vacation / Leave Tracking
Yes