Inspire Planner Features

Inspire Planner

Salesforce-native project management software

4.0/5 (19 reviews)

Competitor Feature Comparison

@mentions
API
Access Controls/Permissions
Activity Dashboard
Activity Tracking
Ad hoc Reporting
Agile Methodologies
Alerts/Notifications
Approval Process Control
Assignment Management
Audit Trail
Automatic Time Capture
Backlog Management
Bar Chart
Billable & Non-Billable Hours
Budget Management
Budgeting/Forecasting
Business Process Automation
Calendar Management
Campaign Management
Capacity Management
Charting
Client Portal
Collaboration Tools
Color Codes/Icons
Commenting/Notes
Communication Management
Configurable Workflow
Cost-to-Completion Tracking
Create Subtasks
Critical Path
Customizable Dashboard
Customizable Fields
Customizable Reports
Customizable Templates
Dashboard
Dashboard Creation
Data Import/Export
Data Visualization
Deadline Management
Dependency Tracking
Document Management
Drag & Drop
Due Date Tracking
Employee Management
Event Management
File Management
File Sharing
File Transfer
For Nonprofits
Forecasting
Forms Management
Fundraising Management
Gantt/Timeline View
Goal Management
Goal Setting / Tracking
Grant Management
Idea Management
Issue Management
Issue Tracking
Iteration Management
KPI Monitoring
Kanban Board
Marketing Calendar
Milestone Tracking
Mobile Access
Mobile Time Tracking
Monitoring
Multi-Department/Project
Multiple Projects
Online Time Tracking
Parent Task
Percent-Complete Tracking
Planning Tools
Portfolio Management
Prioritization
Private Dashboards
Process Change Tracking
Process Modeling & Designing
Progress Tracking
Project Accounting
Project Management
Project Planning
Project Planning/Scheduling
Project Scheduling
Project Templates
Project Time Tracking
Project Tracking
Project Workflow
Projections
Real Time Reporting
Recurring Tasks
Release Planning
Reporting & Statistics
Reporting/Analytics
Reporting/Project Tracking
Requirements Management
Resource Management
Roadmapping
Search/Filter
Skills Tracking
Spend Management
Spreadsheet View
Status Tracking
Strategic Planning
Summary Reports
Supports Agile
Supports Scrum
Surveys & Feedback
Task Board View
Task Editing/Updating
Task Management
Task Planning
Task Progress Tracking
Task Scheduling
Team Management
Template Management
Templates
Third Party Integrations
Time & Expense Tracking
Time Tracking
Timeline Management
Timesheet Management
Traditional Methodologies
Utilization Reporting
Vacation/Leave Tracking
Vendor Management
Version Control
Visual Workflow Management
Visualization
Widgets
Workflow Configuration
Workflow Management
Learn moreCompare App
@mentions
API
Access Controls/Permissions
Activity Dashboard
Activity Tracking
Ad hoc Reporting
Agile Methodologies
Alerts/Notifications
Approval Process Control
Assignment Management
Audit Trail
Automatic Time Capture
Backlog Management
Bar Chart
Billable & Non-Billable Hours
Budget Management
Budgeting/Forecasting
Business Process Automation
Calendar Management
Campaign Management
Capacity Management
Charting
Client Portal
Collaboration Tools
Color Codes/Icons
Commenting/Notes
Communication Management
Configurable Workflow
Cost-to-Completion Tracking
Create Subtasks
Critical Path
Customizable Dashboard
Customizable Fields
Customizable Reports
Customizable Templates
Dashboard
Dashboard Creation
Data Import/Export
Data Visualization
Deadline Management
Dependency Tracking
Document Management
Drag & Drop
Due Date Tracking
Employee Management
Event Management
File Management
File Sharing
File Transfer
For Nonprofits
Forecasting
Forms Management
Fundraising Management
Gantt/Timeline View
Goal Management
Goal Setting / Tracking
Grant Management
Idea Management
Issue Management
Issue Tracking
Iteration Management
KPI Monitoring
Kanban Board
Marketing Calendar
Milestone Tracking
Mobile Access
Mobile Time Tracking
Monitoring
Multi-Department/Project
Multiple Projects
Online Time Tracking
Parent Task
Percent-Complete Tracking
Planning Tools
Portfolio Management
Prioritization
Private Dashboards
Process Change Tracking
Process Modeling & Designing
Progress Tracking
Project Accounting
Project Management
Project Planning
Project Planning/Scheduling
Project Scheduling
Project Templates
Project Time Tracking
Project Tracking
Project Workflow
Projections
Real Time Reporting
Recurring Tasks
Release Planning
Reporting & Statistics
Reporting/Analytics
Reporting/Project Tracking
Requirements Management
Resource Management
Roadmapping
Search/Filter
Skills Tracking
Spend Management
Spreadsheet View
Status Tracking
Strategic Planning
Summary Reports
Supports Agile
Supports Scrum
Surveys & Feedback
Task Board View
Task Editing/Updating
Task Management
Task Planning
Task Progress Tracking
Task Scheduling
Team Management
Template Management
Templates
Third Party Integrations
Time & Expense Tracking
Time Tracking
Timeline Management
Timesheet Management
Traditional Methodologies
Utilization Reporting
Vacation/Leave Tracking
Vendor Management
Version Control
Visual Workflow Management
Visualization
Widgets
Workflow Configuration
Workflow Management
Visit WebsiteCompare App
@mentions
API
Access Controls/Permissions
Activity Dashboard
Activity Tracking
Ad hoc Reporting
Agile Methodologies
Alerts/Notifications
Approval Process Control
Assignment Management
Audit Trail
Automatic Time Capture
Backlog Management
Bar Chart
Billable & Non-Billable Hours
Budget Management
Budgeting/Forecasting
Business Process Automation
Calendar Management
Campaign Management
Capacity Management
Charting
Client Portal
Collaboration Tools
Color Codes/Icons
Commenting/Notes
Communication Management
Configurable Workflow
Cost-to-Completion Tracking
Create Subtasks
Critical Path
Customizable Dashboard
Customizable Fields
Customizable Reports
Customizable Templates
Dashboard
Dashboard Creation
Data Import/Export
Data Visualization
Deadline Management
Dependency Tracking
Document Management
Drag & Drop
Due Date Tracking
Employee Management
Event Management
File Management
File Sharing
File Transfer
For Nonprofits
Forecasting
Forms Management
Fundraising Management
Gantt/Timeline View
Goal Management
Goal Setting / Tracking
Grant Management
Idea Management
Issue Management
Issue Tracking
Iteration Management
KPI Monitoring
Kanban Board
Marketing Calendar
Milestone Tracking
Mobile Access
Mobile Time Tracking
Monitoring
Multi-Department/Project
Multiple Projects
Online Time Tracking
Parent Task
Percent-Complete Tracking
Planning Tools
Portfolio Management
Prioritization
Private Dashboards
Process Change Tracking
Process Modeling & Designing
Progress Tracking
Project Accounting
Project Management
Project Planning
Project Planning/Scheduling
Project Scheduling
Project Templates
Project Time Tracking
Project Tracking
Project Workflow
Projections
Real Time Reporting
Recurring Tasks
Release Planning
Reporting & Statistics
Reporting/Analytics
Reporting/Project Tracking
Requirements Management
Resource Management
Roadmapping
Search/Filter
Skills Tracking
Spend Management
Spreadsheet View
Status Tracking
Strategic Planning
Summary Reports
Supports Agile
Supports Scrum
Surveys & Feedback
Task Board View
Task Editing/Updating
Task Management
Task Planning
Task Progress Tracking
Task Scheduling
Team Management
Template Management
Templates
Third Party Integrations
Time & Expense Tracking
Time Tracking
Timeline Management
Timesheet Management
Traditional Methodologies
Utilization Reporting
Vacation/Leave Tracking
Vendor Management
Version Control
Visual Workflow Management
Visualization
Widgets
Workflow Configuration
Workflow Management
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Inspire Planner Feature Reviews

19 reviewers had the following to say about Inspire Planner's features:

Era A.

Inspire Planner review

2019-01-18

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

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
(Automotive company, 1-10 employees)

Inspire Planner to Inspire People

2019-09-13

it improves the teamwork in my company, leaders able to monitor the performances of the team.

Pros

Like the layout of project plan especially the gaatt chart, well-designed!

Cons

hope that there will be auto-saved feature as you have to save your project manually after each update.

Rating breakdown

Ease of use
Features

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

7/10
Source: Capterra
Helpful?   Yes   No

Response from Inspire Associates


Hi there,

Thanks for your review. We just wanted to let you know that Inspire Planner has an autosave feature when there is no activity for 5 minutes.

The reason there is no autosave while you are editing the project is because of the undo/redo feature since once you save, you cannot undo your edits.

If you have any other questions or suggestions, please feel free to get in touch with us at support@inspireplanner.com

Have a great day!

Read more
Anonymous
(Computer Software company, 51-200 employees)

Effective Tool with Good Features

2019-01-18

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.

Pros

The portfolio view is also quite effective for project managers at gaining a great perspective of project progress, delays, and resource allocation.

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Occasionally

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Rochinda A.

Still Learning

2018-10-09

Holiday Party planning).

Pros

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Jordan F.

A great app that has increased efficiency across my company

2018-01-15

Pros

Easy to use, easy to train new staff, quite intuitive.

Cons

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

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Weekly

Source: Capterra
Helpful?   Yes   No

Response from Inspire Associates


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

Read more
Aaron D.

Great tool for project management

2018-09-28

Great tool for collaborating on project management initiatives.

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..)

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Shannon K.

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

2019-01-28

It's a great, great way to manage projects within Salesforce.

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

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Weekly

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Ryan R.

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

2017-09-26

Able to take our make-shifts project plan and convert it to an easy-to-use object within Salesforce.

Pros

Very easy, straightforward product.

Cons

Needs more features and a more engaging user interface. Other than that, it's pretty good.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Weekly

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No

Response from Inspire Associates


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!

Read more
Anonymous
(Hospital & Health Care company, 51-200 employees)

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

2018-09-28

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

Rating breakdown

Value for money
Ease of use
Features

Time used: Less than 6 months

Frequency of use: Monthly

Likelihood to recommend

7/10
Source: Capterra
Helpful?   Yes   No
Read more
Andrea B.

Not loving it

2018-09-28

Pros

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.

Rating breakdown

Ease of use
Features

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

5/10
Source: Capterra
Helpful?   Yes   No

Response from Inspire Associates


Hi Andrea,

Thank you for your feedback. We are kicking off a new project with your team to implement some automation to help improve your processes. Looking forward to seeing how this automation will improve your efficiency.

Best,
Thai

Read more
Marla I.

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

2017-09-28

too many to describe

Pros

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

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from Inspire Associates


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!

Read more
Michael W.

Inspire Planner - Review

2019-01-25

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

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.

Rating breakdown

Ease of use
Features

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

5/10
Source: Capterra
Helpful?   Yes   No

Response from Inspire Associates


Hi Michael,

Thank you for your feedback. Our product team would love to hear more about your ideas around task merging. We will follow up for more details.

Best,
Thai

Read more
Tim T.

Super intuitive

2019-01-29

Pros

It is a very easy way for my team to keep track of project statuses.

Cons

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

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
(Hospital & Health Care company, 51-200 employees)

Great Product - Very well thought out

2018-10-05

Great product, great people.

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Melanie B.

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

2017-09-26

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

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Weekly

Source: Capterra
Helpful?   Yes   No

Response from Inspire Associates


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!

Read more
William P.

Inspire Planner Review

2019-01-18

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.

Pros

The customer support team was very responsive and helpful

Cons

Took a bit to tailor to our company needs

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Kevin B.

improveit 360 - End User Review

2019-01-25

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.

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.

Rating breakdown

Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

5/10
Source: Capterra
Helpful?   Yes   No

Response from Inspire Associates


Hi Kevin, I'm sorry you are not getting an optimal user experience from Inspire Planner. Any time you have questions or issues, please reach out to our support team (support@inspireplanner.com) and we will be happy to assist.

Also, we are now offering an onboarding package with all new signups.

Best,
Thai

Read more
Anonymous
(Hospital & Health Care company, 51-200 employees)

Very difficult to use

2019-01-18

Poor.

Pros

The idea of it is great but it doesn't work like you would expect.

Cons

Very difficult to navigate, push out dates, set tasks, export etc.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

1/10
Source: Capterra
Helpful?   Yes   No

Response from Inspire Associates


I'm sorry for your experience. Maybe some additional training would be helpful. Please feel free to reach out to support@inspireplanner.com for any assistance.

Best,
Thai

Read more
Anonymous
( company, 11-50 employees)

Comprehensive tool helps improve productivity

2018-01-16

Pros

The user interface is easy to use with little to no training required.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Weekly

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No

Response from Inspire Associates


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!

Read more