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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 Cloud Coach?

Cloud Coach specializes in providing enterprise-grade project management, professional services automation (PSA), and project portfolio management (PPM) software that supports businesses in making strategic investments for their growth and success. With features such as 'Any Project Process' and Salesforce Lightning, Cloud Coach enables the execution of projects of various scales, offering dynamic and customized views tailored to the specific nature of each project. When seeking to unify operations through a shared platform, Cloud Coach and Salesforce emerge as the optimal solution. You can seamlessly initiate projects directly from your sales opportunities, facilitating an effortless transition during handoffs. By utilizing templates, organizations can foster best practices across their teams. Additionally, keeping all team members updated is easy, as the status of onboarding projects can be tracked alongside opportunity and account records. This integration allows for the conversion of opportunities into projects at any point during the sales cycle, enhancing overall operational efficiency. Ultimately, Cloud Coach empowers businesses to optimize their project management processes and drive successful outcomes.

Media

Media

Integrations Supported

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

Integrations Supported

Salesforce

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

$39 per user per month
Free Version

Supported Platforms

SaaS

Supported Platforms

SaaS

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

Company Facts

Organization Name

Inspire Planner Inc.

Date Founded

2014

Company Location

Canada

Company Website

inspireplanner.com

Company Facts

Organization Name

Cloud Coach International

Company Location

United Kingdom

Company Website

cloudcoach.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

Project Management

Agile Methodologies
Budget Management
Client Portal
Cost-to-Completion Tracking
Gantt Charts
Kanban Board
Portfolio Management
Resource Management

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