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What is Inspire Planner ?

Inspire Planner stands out as a top-tier project management application within the Salesforce environment, catering to organizations ranging from small enterprises to large public companies across various sectors. After years of searching for a Salesforce-native project management solution that met our needs, we encountered numerous applications on the Salesforce AppExchange that were either prohibitively expensive, overly complex, or introduced unfamiliar methodologies. This prompted us to leverage our skills and develop the application we had been seeking, leading to the creation of Inspire Planner. Equipped with a multitude of robust features, Inspire Planner includes capabilities such as multiple predecessor support, interactive Gantt charts, automation options, customizable templates, time tracking, and resource capacity planning, among others. If you're currently utilizing Microsoft Project, Smartsheet, or similar tools, Inspire Planner serves as an excellent resource for seamlessly integrating all your project management needs within Salesforce. Furthermore, its user-friendly design ensures that teams can quickly adapt and maximize productivity without steep learning curves.

What is Birdview PSA?

Birdview PSA offers professional service organizations a comprehensive platform that serves as a single source of truth, enhancing visibility throughout the entire service delivery lifecycle. This unified approach supports informed decision-making, fosters collaboration, and improves synchronization during crucial handoff moments. With robust project management capabilities, resource optimization features, and detailed project accounting tools, Birdview PSA equips organizations with the means to effectively monitor and refine both portfolio and project performance. Additionally, service organizations can leverage its extensive functionalities without enduring an extensive onboarding process or straining their financial resources. The user-friendly interface, coupled with smooth integrations with ERPs, CRMs, and a multitude of other applications, further simplifies the user experience, making it accessible to a wider range of professionals. As a result, organizations can streamline their operations and focus on delivering exceptional service to their clients.

Media

Media

Integrations Supported

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

Integrations Supported

Salesforce
Dropbox
Google Calendar
Jira Work Management
Microsoft 365
Microsoft Excel
Microsoft Outlook
Microsoft Project
QuickBooks Online
Slack
Workato
Wufoo

API Availability

API Availability

Pricing Information

$40/user/month
* billed annually
* 10 license minimum
* Standard Onboarding package required
* Nonprofit: 10 free licenses, further discounts for additional users
Free Version
Free Trial Offered?

Pricing Information

$13.50/month/user
Lite - starts at $13.50 per user per month
Team - starts at $20.50 per user per month
Enterprise - price upon request
Free Trial Offered?

Supported Platforms

SaaS

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
Linux

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Inspire Planner Inc.

Date Founded

2014

Company Location

Canada

Company Website

inspireplanner.com

Company Facts

Organization Name

Logic Software

Date Founded

1999

Company Location

Canada

Company Website

birdviewpsa.com

Categories and Features

Gantt Chart

Alerts/Notifications
Color Coding
Dependency Tracking
Drag & Drop
Milestone Tracking
Progress Tracking
Task Management
Templates

Professional Services Automation

Client Portal
Collaboration Tools
Document Management
Portfolio Management
Project Management
Resource Management
Time & Expense Tracking

Project Management

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

Project Planning

Budget Management
Collaboration Tools
Due Date Tracking
Gantt Charts
Kanban Board
Progress Tracking
Resource Management
Task Management
Template Management
Traditional Methodologies

Project Portfolio Management

Budget Management
Collaboration
Dashboard
Issue Management
Milestone Tracking
Portfolio Management
Project Planning
Resource Management
Status Tracking
Task Management
Time & Expense Tracking

Project Tracking

Collaboration Tools
Cost-to-Completion Tracking
Gantt Charts
Kanban Board
Milestone Tracking
Percent-Complete Tracking
Status Tracking
Time & Expense Tracking

Task Management

Collaboration
Create Subtasks
Gantt Charts
Percent-Complete Tracking
Progress Tracking
Reporting/Analytics
Spreadsheet View
Task Board View
Task Planning
Task Scheduling
Task Tracking
Time Tracking

Time and Expense

Activity Tracking
Billable Hours Tracking
Billing Rate Management
Expense Tracking
Project Tracking
Time Tracking by Client
Time Tracking by Project

Time Tracking

Automatic Time Capture
Billable & Non-Billable Hours
Expense Tracking
Mobile Time Tracking
Online Time Tracking
Time per Project Reporting
Timesheet Management

Categories and Features

Advertising Agency

Collaboration
Document Management
File Sharing
Project Management
Task Management
Time Tracking

Agile Project Management Tools

Backlog Management
Feedback Management
Gantt/Timeline View
Kanban Board
Prioritization
Request Management
Resource Management
Retrospectives Management
Status Tracking
Supports Scrum
Team Management
Template Management
Workflow Management

Collaboration

Calendar Management
Project Management
Task Management
Version Control

Gantt Chart

Alerts/Notifications
Capacity Monitoring
Color Coding
Dependency Tracking
Drag & Drop
Milestone Tracking
Progress Tracking
Task Management
Templates

IT Project Management

Bug Tracking
Issue Management
Milestone Tracking
Percent-Complete Tracking
Portfolio Management
Prioritization
Product Roadmapping
Requirements Management
Resource Management
Status Tracking
Supports Agile
Task Management
Time & Expense Tracking

Kanban

Collaboration Tools
Dependency Tracking
KPI Monitoring
Milestone Tracking
Multi-Board
Prioritization
Project Planning
Roadmapping
Supports Scrum
Task Management
Time Tracking

Product Management

Collaboration
Milestone Tracking
Prioritization
Resource Management
Workflow Management

Professional Services Automation

Billing & Invoicing
Client Portal
Collaboration Tools
Document Management
Portfolio Management
Project Management
Quote Management
Resource Management
Time & Expense Tracking

Project Management

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

Project Planning

Agile Methodologies
Budget Management
Collaboration Tools
Due Date Tracking
Gantt Charts
Kanban Board
Prioritization
Progress Tracking
Resource Management
Task Management
Template Management
Traditional Methodologies

Project Portfolio Management

Budget Management
Collaboration
Dashboard
Issue Management
Milestone Tracking
Portfolio Management
Project Planning
Requirements Management
Resource Management
Status Tracking
Task Management
Time & Expense Tracking

Project Tracking

Collaboration Tools
Cost-to-Completion Tracking
Gantt Charts
Kanban Board
Milestone Tracking
Percent-Complete Tracking
Prioritization
Status Tracking
Time & Expense Tracking

Resource Management

Capacity Management
Data Visualization
Demand Forecasting
Drag & Drop
Employee Scheduling
Filtered Search
Resource Allocation
Skills Tracking
Utilization Management

Task Management

Not specified

Time and Expense

Not specified

Time Tracking

Not specified

Workflow Management

Access Controls/Permissions
Approval Process Control
Business Process Automation
Calendar Management
Compliance Tracking
Customizable Dashboard
Document Management
Forms Management
Mobile Access
Task Management
Third Party Integrations
Workflow Configuration

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