Project management
in Salesforce has
never been easier

Familiar and intuitive, even non-technical users will be able to manage the most complex projects.

Inspire Planner Salesforce project management app

100% Salesforce native

Seamlessly integrate with Salesforce Tasks, Opportunities, Chatter, Reports and Dashboards.

Collaborate across teams

Share project data, send messages, upload and store documents, create polls and connect with team members through Salesforce Chatter.

Customize for your needs

Easily customize Inspire Planner through Salesforce configuration. Add custom fields, objects, automation, reports and more.

Features

Accelerate your productivity through our powerful yet easy-to-use features

Interactive Gantt Chart
View your entire project schedule, define predecessors, set milestones, identify critical path, and compare against your baseline, all within our drag and drop Gantt chart.
Integration with Salesforce Tasks
Leverage native Salesforce tasks to give your teams an intuitive way to effectively prioritize and manage their work.
External Project Portal
Effortlessly collaborate with external team members through a secure portal. External contacts can update the status, effort and comments of their assigned tasks (no setup or additional licenses required).
Advanced Task Dependencies
Maximize your schedule efficiency by using task dependencies (FS, SS, FF, SF) and multiple predecessors. Simply drag and drop tasks and dependencies to update your project instantly.
Unlimited Project Templates
Streamline your processes through standardized templates. Build complex project plans through multi-template stitching.
Complete Inspire Planner Feature List

Views

  • Interactive Gantt chart
  • Kanban board
  • Calendar view (via native Salesforce calendars)
  • Resource Allocation view
  • Project Portfolio dashboard
  • List views - Table, Kanban, and Split
  • Intuitive drag and drop interface
  • Custom fields
  • Powerful filters

Time Tracking

  • Track time against any Salesforce object
  • (Project Tasks, Cases, Opportunities, Accounts, etc.)
  • Automatic Stopwatch
  • Track time manually on Salesforce Task record
  • Track time manually via Time Tracker tab
  • Daily and weekly views for Time tracking
  • Timesheets
  • Planned vs Actual effort
  • Time entry approval (coming soon)
  • Timesheet approval (coming soon)
  • Time tracking only tasks

Reporting and Analytics

  • Advanced Reporting and Analytics
  • (with Salesforce reports and dashboards)
  • Built-in reports
  • Built-in dashboards
  • Custom reports
  • Custom dashboards
  • Project KPIs

Security

  • 100% Salesforce native
  • Enterprise-grade security and privacy standards of Salesforce
  • User Profiles
  • Permission sets
  • Record Level Security
  • Field Level Security

Project and Task Management

  • Integration with native Salesforce tasks
  • Advanced Task dependencies (FS, SS, FF, SF)
  • Multiple Predecessors
  • Unlimited projects
  • Unlimited tasks and sub-tasks
  • Unlimited milestones
  • Unlimited portfolios
  • Task assignments to Salesforce users, contacts and queues
  • Task notifications and reminders
  • Ready to start task indicator
  • Task priority
  • Project risks and issues (with Salesforce Cases)
  • Critical path map
  • Schedule baseline
  • Project slippage
  • Project variance
  • Constraints
  • Lag and lead time
  • Free and total Slack
  • Scheduling mode (Automatic vs Manual)
  • Define non-working days and weeks

Automation

  • Powerful project automation
  • (using Salesforce Process Builder or Salesforce Flow)
  • Unlimited project templates
  • Project Template Stitching for Opportunity Products
  • Automatic task assignments based on roles
  • Integrations with 3rd party apps (via standard Salesforce API)

Collaboration

  • Project team collaboration via Salesforce Chatter
  • External sharing via Project portal for non-Salesforce users
  • Project files management with version history
  • Customer Community Plus Support (paid)
  • Partner Community Support (paid)
  • Relate projects to any Salesforce record
  • Print and export project plans (to PDF or Excel)
  • Mobile access (via Salesforce mobile app)

Resource Management

  • Resource capacity and utilization planning
  • Resource attributes (for users and contacts)
  • Skills management
  • Expertise management
  • PTO management
  • Custom attributes
  • Manage resource’s working hours per day
  • Daily, weekly, and monthly views of resource allocation
  • Hourly and percentage allocation views

Project Financials

  • Project budget and expenses
  • Budgeted vs Actual project cost
  • Resource hourly rates
  • Earned Value
  • Cost Performance Index (CPI)
  • Estimated at Completion (EAC)
  • Cost variance
  • Effort variance
  • Automatic Cost calculation based on effort and rate

Support

  • Top-rated personal support
  • Unlimited help tickets
  • Extensive Knowledge Base full of step-by-step articles and videos
  • Unlimited access to Inspire Planner training resources
  • Access to Inspire Planner user community
  • Different Onboarding packages
  • Optional Premier Customer Success Plans
  • Help ticket priority routing (premium)
  • Configuration support & diagnostics (premium)
  • Ongoing case assessment (premium)
  • Annual or quarterly account review with a Customer Success Manager (premium)
  • Custom development support & diagnostics (premium)
  • Custom release schedule (premium

Use cases

Small/Medium Teams

For teams looking to quickly deploy a Salesforce project management app, Inspire Planner is cost-effective, scalable and will grow with your business.

Enterprises

Since Inspire Planner is native to Salesforce, you can have confidence knowing that even your most complex needs will be addressed. Whether it’s data security, integrations, performance or customization potential, Inspire Planner is designed for the enterprise.

Non-profits

As a proud Pledge 1% organization, we believe in the power of social impact and supporting nonprofits in our communities. In addition to donating 10 free licenses to any qualifying non-profit organization, we also offer discounts for any additional users.

Testimonials

See why our customers love Inspire Planner

Marshall Bilodeau

Business Intelligence Analyst

Powerfully Simple

Our company is fairly new to Salesforce with a limited number of users running projects. However, as a certified PMP with more than 25 years of IT experience, I needed something to help me manage the multitude of Projects I’m involved with managing. I tried other products that were out there all with limited success. Basically I found them to be either too difficult to use for the end user or too expensive to fit our needs. That’s when I found “Inspire”.

For those PMs who’ve managed projects using either Excel or MS Project, Inspire is extremely intuitive and easy to set up. In fact, I had one of my existing projects up and running the very same day I installed Inspire and that was BEFORE I had even looked at the guidance Inspire provided!

As someone who has worked in IT most of their life and has dealt with various levels of tech support, I can tell you that the Inspire team is second to none. In addition, their sales team is extremely responsive and flexible. Not something you always see “after the sale”.

Rajesh Beri

Business Process and Solutions Architect

Best Native Salesforce Project Management Tool on AppExchange

As an Enterprise Organization, we had a diverse set of needs for Project Management solutions for different departments/functions. After trying out a couple of other native Salesforce Project Management solutions, all of our users loved Inspire Planner – just because of its simplicity and flexibility in managing project plans.

We have been an advanced user of Inspire Planner where we are using each and every functionality it provides including project planning, project flows, resource management, time tracking, and much more.

Happy to say that our experience has been great with the product as well as the team as they are really easy to work with, quick in answering questions as well as prompt in taking our feedback and turning it into product features.

Kevin Potter

Program Manager

Everything and More

After an extensive search on AppExchange, my company went with Inspire Planner to use as a basic Project Management tool. After only a few months, this basic tool turned into one of our most powerful tools. We increased our project management tenfold and we continue to increase it with each new release. The people at Inspire Planner know their system well and know how to apply it even better. There have been a few limitations along the way, but most of them are resolved with the next release and the others come from ideas that we couldn’t even dream about before going with Inspire Planner. Overall it’s one of the best apps and it’s only getting better.

Sara Rinderle

Vice President of Business Systems and Processes

Great App – more than just project management

Our company chose Inspire Planner for many reasons. 1 it was naive to Salesforce, 2 it is so easily integrated with the order object, 3 it allowed a project management schedule, and it is flexible for our engineering capacity plan! I must say the team has done a great job taking feedback and enhancing our features. We really have enjoyed working with them and we cannot wait to work on more projects! The best is yet to come. I would recommend this app to any company looking to streamline their process from opportunity, to order, to project schedule, to field service!

Read more testimonials
Inspire Planner Salesforce project management app on AppExchange

Frequently Asked Questions

Do all my Salesforce users require an Inspire Planner license?

No, users need a license if they need access to any data related to Inspire Planner. We recommend licenses for anyone who needs the following:

  1. Create or manage projects
  2. Will have project tasks assigned
  3. Need access to reports and dashboards

Non-Inspire Planner users can still be assigned project tasks, which will result in standard Salesforce tasks, but they won’t see all the details without a license. Such users will have very limited project collaboration capabilities.

For example, the users without a license won’t be able to participate in Chatter collaboration, access shared files, log time for their tasks, see task dependencies, or any custom fields related to Inspire Planner. That is why we strongly recommend all project collaborators have a license.

Do external contacts require an Inspire Planner license to view projects?

No, in order to view projects in our External Project Portal, your external contacts do not need Salesforce or Inspire Planner licenses. On top of being able to view your project in real-time, your external contacts can also update the status of their tasks, edit actual effort, and leave a comment for your project manager. Through this fully secure portal, you can share projects with an unlimited number of external contacts, while all your data stays in Salesforce.

If you need your external contacts to have full access to all the functionality of Inspire Planner, then you can use a paid Salesforce Community and purchase Inspire Planner licenses for such contacts.

Does Inspire Planner offer onboarding help?

Yes, we have a required Standard Onboarding package. We also have a full professional services team that can help with any sort of additional customization, or guidance, on a per-hour basis. Please see the details here.

What kind of support does Inspire Planner offer?

Standard support is included in the license fee. It includes unlimited email help tickets, unlimited access to Inspire Planner Training Resources, as well as access to the Inspire Planner User Community.

Inspire Planner also offers two premium Customer Success plans, which include priority help ticket routing, support & diagnostics for extended configuration and development, assigned customer success manager, custom release schedule, and more.

For additional details, please visit our Customer Success plans page or contact us at customer.success@inspireplanner.com

Does Inspire Planner offer a free trial?
Yes, you can test Inspire Planner with our free 30-day trial. Our trial gives you access to all the functionality and you can add as many users as you need.

Here is how to install Inspire Planner trial in your Production or Sandbox:
https://help.inspireplanner.com/articles/Knowledge_Base/How-to-Install-Inspire-Planner-6-5-2020

Does Inspire Planner have a mobile app?
Does Inspire Planner have a mobile app?

Inspire Planner doesn’t have a standalone mobile app but since Inspire Planner is a 100% Salesforce-native solution, it works with the Salesforce mobile app.

  • We support the following functions:
  • Updating tasks
  • View/update project attributes
  • Posting to Chatter
  • Logging time
  • View reports and dashboards

The Gantt chart interface is not intended for mobile devices.

Can I create custom fields for Projects or Project Tasks?
Yes, all Inspire Planner data is stored in custom Salesforce objects. Customers can create additional fields as desired.
Can I create automated workflows related to Inspire projects and tasks?
Yes, Inspire Planner is built on native Salesforce components. Therefore, they can be used in conjunction with Salesforce automated workflows or process flows.

Book a demo
today

Request a demo of Inspire Planner Salesforce project management app