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features
design
support

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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

Salesforce Orders: Next-Level Order Management Bridging the Gap between CPQ and Billing. What is required. Who needs to do it. When does it have to be done? Imagine being able to see every step required to get your product to customers. This is possible with every Salesforce order. You can keep everyone on the same page with gantt charts for every order. The gantt charts allow users to perform the steps of Start, Complete, or Reassign directly from their computer. Users won't get lost among a long list of related records.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

No images available

Integrations

Salesforce Yes 
Salesforce Agentforce Commerce Yes 
Salesforce Agentforce Education Yes 
Salesforce Agentforce Health Yes 
Salesforce CPQ Yes 
Salesforce Experience Cloud Yes 

Integrations

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
Free Trial Yes 
Free Version Yes 

Pricing Details

No price information available.
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 Yes 
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) No 
In Person No 

Vendor Details

Company Name

Inspire Planner Inc.

Founded

2014

Country

Canada

Website

inspireplanner.com

Vendor Details

Company Name

Taveza

Website

www.taveza.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

Order Management

Back Order Management Yes 
Catalog Management Yes 
Inventory Management Yes 
Order Entry Yes 
Order Fulfillment Yes 
Order Tracking Yes 
Recurring Orders Yes 
Returns Management Yes 
Shipping Management Yes 
Special Order Management Yes 

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