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

11 Reviews

  • 4.5 / 5
    Overall

  • 4 / 5
    Ease of Use

  • 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
  • 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!

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
Likelihood to Recommend: 10.0/10 Not
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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
Likelihood to Recommend: 10.0/10 Not
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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.

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!

Inspire Planner Salesforce PM Tool

Sep 28, 2018
4/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

3 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: The best part about Inspire Planner is the customer support. Any software on the market comes with a few bugs but not all have a great customer service team. Anytime an issue was encountered, our Inspire Planner partners were quick to solve the problem.

Cons: Least favorite part is that it will not be used in classic in the future. Not a problem with me personally, but there are users on our team who are reluctant to switching over to lightning.

Overall: So far so good

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!

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.

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