Inspire Associates

Inspire Planner


4 / 5
18 reviews

Who Uses This Software?

Inspire Planner is a perfect project management app for anyone who uses Salesforce and who is looking for a powerful Salesforce-native project management solution, which is affordable and easy to use.


Average Ratings

18 Reviews

  • 4 / 5
    Overall

  • 4 / 5
    Ease of Use

  • 4.5 / 5
    Customer Service

Product Details

  • Starting Price
    $12.00/month/user
  • Pricing Details
    Nonprofit - free $12/user/month (annually) $15/user/month (monthly)
  • Free Version
    Yes
  • Free Trial
    Yes
  • Deployment
    Cloud, SaaS, Web
  • Training
    Documentation
    Webinars
    Live Online
  • Support
    Online
    Business Hours

Vendor Details

  • Inspire Associates
  • inspireplanner.com/
  • Founded 2015
  • Canada

About Inspire Planner

Inspire Planner is an intuitive project management app for Salesforce. For years we have searched for an effective Salesforce-native project management application with little success. Our search on the Salesforce AppExchange led us to apps that were either too expensive, had too many features that we didnt need, or were selling a new way of doing things. We chose to put our talents to work and develop the app we were in search of. This vision became Inspire Planner.


Inspire Planner Features

  • Agile Methodologies
  • Budget Management
  • Client Portal
  • Cost-to-Completion Tracking
  • Customizable Templates
  • Gantt Charts
  • Idea Management
  • Kanban Board
  • Milestone Tracking
  • Portfolio Management
  • Resource Management
  • Time & Expense Tracking
  • Traditional Methodologies

Inspire Planner Reviews Recently Reviewed!


very positive and use this tool for every project big and small

Sep 28, 2017
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: The Software is really easy to use. The software keeps me on track with my various projects. The software is very intuitive

Cons: I really dont have any issues with the software there are features that i would like to see but nothing that i dont like

Overall: too many to describe

Vendor Response

by Inspire Associates on July 11, 2018

Hi Marla, thanks a lot for taking the time to write such a nice review about Inspire Planner! Glad to hear that you are happy with our app!

Effective Tool with Good Features

Jan 18, 2019
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
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Pros: I like the fact that this tool integrates with Salesforce tasks as a native application. Often apps come with their own sets of objects and this makes adoption more difficult, but project managers are able to assign tasks and subordinates see those show up just like any other Salesforce task. The portfolio view is also quite effective for project managers at gaining a great perspective of project progress, delays, and resource allocation. Finally, the ability to assign project tasks to users who do not have a license is a great feature that allows us to work with partners rather than be limited to our internal users.

Cons: It is a challenge to structure operational tasks, as opposed to project tasks, since these also use resources but are not specific to any particular project. You are able to create a generic project to put these in, but this is not always a perfect solution.

Overall: After using the inspire planner app for a couple of months, I have had a great experience, and we are currently planning to roll it out to the rest of my company as our primary PM tool. Their customer service and support is excellent, and the app strikes a great balance between having enough features to be effective but not so many that it is hard to use or understand.

Capterra loader

Inspire Planner review

Jan 18, 2019
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: The notifications sent and we can easily input our time sheet against the tasks created in Time Tracker

Cons: The Saving functionality in Inspire Planner Project Plan. To save we need to specifically click on save button and I feel if we by mistake come out of the window without saving it should save the changes.

Overall: Its great to see burning issues when looking into a project and the time tracker helps tracking time in a better way

Useful for Project Management within Salesforce, but could be better integrated

Jan 28, 2019
4/5
Overall

4 / 5
Ease of Use

3 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: That it allows our construction team to manage projects within Salesforce so the rest of the staff can stay up to date and details don't get lost in communication. The gantt chart in particular is well designed.

Cons: It is clumsy and sometimes poorly integrated; for example, you have to remember to save your edits to a project. Also, projects are difficult to connect to contractors and there is no where to just save files associated with a project. We'd like to be able to have a folder within a project with important documents, but there is no where to do this except to attach them to tasks which makes them hard to find and review. Another example of the clumsiness is that when you go to assign a task to a contact you have to search for them, select them, and then select them again. There are a bunch of small issues such as this.

Overall: It's a great, great way to manage projects within Salesforce. We had been using smartsheets previously but there was major difficulty getting them to communicate with Salesforce. Also, the nonprofit pricing of Inspire Planner is incredible! We wouldn't otherwise be able to use software such as this.

improveit 360 - End User Review

Jan 25, 2019
2/5
Overall

3 / 5
Ease of Use

2 / 5
Features & Functionality

5 / 5
Customer Support
Likelihood to Recommend: 5.0/10 Not
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Pros: I like the detail of each event and how things are dependent on one another.

Cons: This is not customer facing, i'm not able to share with my clients the phases of their project or where they are with overall completion.

I can certainly add them as a collaborator but in the overall grand scheme of things this doesn't show the customer what they have completed or the % of completion.

Overall, it's not client facing to my customers.

Overall: My company did not appoint a leader to roll this out so no one was trained or in charge of this new feature. I clearly realize this is on my company to roll this out but I want to ensure that Inspire Planner is pushing for this model. The model to have us be successful and have someone fully trained.

Great Product - Very well thought out

Oct 05, 2018
5/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
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Pros: The ability to share information both to Salesforce users and non-Salesforce users is a great way to quickly give people the ability to see the status of every project. At the same time, connecting project tasks to Salesforce is a great way to make sure that the status is up to date.

Cons: There are a handful of features that would be great to see (work breakdown structure, ability to add and label custom columns). The one significant gap that I see is that it doesn't allow you to designate non-working holidays so that they are taken into account. There are manual work around that you can do, but ideally you want the software to do that for you.

Overall: Great product, great people.

Still Learning

Oct 09, 2018
4/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
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Pros: We were looking for a software that we could create and share projects with other members. Inspire Planner has been great and is helping us stay on track with our tasks.

Cons: We experienced some issues when creating projects. The emails sent to the collaborators were blank. Customer service informed us that it was a bug they were working on and has since been resolved.

Overall: We've been using Inspire Planner for about a month now and so far it's been very helpful. The task reminders have kept us on track and we'll be able to create efficiencies in the future when looking back on the steps we used (i.e. Holiday Party planning). The option of only allowing certain tasks to be viewed/edited by other collaborators is also great.

Great tool for project management

Sep 28, 2018
5/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: Ease of use and prompt customer service response

Cons: end user customizability and integration/compatibility with other productivity and cloud platforms (i.e. slack, google drive, etc..)

Overall: Great tool for collaborating on project management initiatives.

Inspire Planner Review

Jan 18, 2019
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: The customer support team was very responsive and helpful

Cons: Took a bit to tailor to our company needs

Overall: We needed a project planner and with constant contact with Inspire Planner's team we were able to implement the software as a viable solution.

What the program lacked in features was made up by fantastic customer service!

Sep 26, 2017
4/5
Overall

3 / 5
Ease of Use

3 / 5
Features & Functionality

5 / 5
Customer Support

3 / 5
Value for Money

Pros: personalized & fast customer service

easy to install & implement across our team

broad range of applicable features

Cons: not very easy to use

doesn't manage projects for outside contributors & contractors

doesn't sync easily outside of salesforce

Vendor Response

by Inspire Associates on July 11, 2018

Thanks for your review, Melanie! It's great to hear that our users are happy not only with our app, but also with our customer support! About the outside contributors, we have a dedicated portal for external users and contacts where you can share your projects with them. Moreover, you don't have to pay anything additionally for it, because this portal is already included in the license cost!

Capterra loader

A great app that has increased efficiency across my company

Jan 15, 2018
5/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money

Pros: Easy to use, easy to train new staff, quite intuitive. Requires very little effort to get up and running. Customer support is fantastic. They were even able to implement some custom functionality that we requested when we signed on.

Cons: The inability to have multiple people editing the project or project tasks simultaneously has caused some issues and confusion on my team.

Vendor Response

by Inspire Associates on July 11, 2018

Hi Jordan, thank you for your wonderful review! We look forward to working with you in the future!

Comprehensive tool helps improve productivity

Jan 16, 2018
5/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: The user interface is easy to use with little to no training required. I am a casual user had easily able to pickup where I left off.

Vendor Response

by Inspire Associates on July 11, 2018

Thank you so much for taking the time to leave us a review! That's great to hear that Inspire Planner helps you to be more productive!

Inspire Planner - Review

Jan 25, 2019
3/5
Overall

2 / 5
Ease of Use

3 / 5
Features & Functionality
Likelihood to Recommend: 5.0/10 Not
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Pros: The fact that it manages tasks in our sales force instance.

Cons: A few issues with tasks syncing between Inspire Tasks and SF Tasks.

When tasks are due a reminder is sent if predecessor tasks are not yet complete.

Would like a better option for merging tasks from One Project into another.

Overall: A good start a much too learn. I may not be aware of some of the merge or reminder options yet.

Not loving it

Sep 28, 2018
3/5
Overall

3 / 5
Ease of Use

3 / 5
Features & Functionality
Likelihood to Recommend: 5.0/10 Not
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Pros: The layout of project plans is nice. The ability to assign tasks to both a person and a category is helpful.

Cons: Everything is very manual. I wish there were more automated ways to use certain features. Website is a little glitch-y both in the lightening version and the classic version. There are too many permissions to assign users.

Super intuitive

Jan 29, 2019
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: It is a very easy way for my team to keep track of project statuses. The platform is simple to navigate, and their account reps are really helpful!

Cons: Believe it or not -- I haven't found yet anything I don't like!

Very difficult to use

Jan 18, 2019
1/5
Overall

1 / 5
Ease of Use

1 / 5
Features & Functionality

3 / 5
Customer Support

1 / 5
Value for Money
Likelihood to Recommend: 1.0/10 Not
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Pros: The idea of it is great but it doesn't work like you would expect.

Cons: The actual product is pretty bad. Very difficult to navigate, push out dates, set tasks, export etc.

Overall: Poor.

Very easy, straightforward product. Excellent customer service. I do wish there were more features.

Sep 26, 2017
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: Very easy, straightforward product. Excellent customer service. I do wish there were more features.

Cons: Needs more features and a more engaging user interface. Other than that, it's pretty good. No other complaints.

Overall: Able to take our make-shifts project plan and convert it to an easy-to-use object within Salesforce. Also, the ability to assign task directly to users is great.

Vendor Response

by Inspire Associates on July 11, 2018

Thanks, Ryan, we really appreciate your review! It is a pleasure working with you, and helping you be more successful! Meanwhile, we've added quite a lot of features recently, which I am sure you are already enjoying!

Useful but needs a lot of Customization and Development for specific use

Sep 28, 2018
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
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Pros: The ability to populate charts showcasing time spent on projects, tasks, etc

Cons: While linked to Salesforce, it requires special development for you to fully utilise all the possible features