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What is Unit4 PSA?

Boost your profitability and enhance operational efficacy with the tailored Unit4 PSA Suite, designed specifically for your industry. This sophisticated Professional Services Automation solution effectively manages every facet of your business, starting from client engagement and extending to invoicing and cash flow oversight, all built on the solid foundation of the Microsoft Dynamics 365 platform. Protect your organization by incorporating risk and compliance management that aligns with WWFT/BSA/ASM standards, while efficiently tracking your project hours through a Mobile App featuring a convenient timer. Simplify the process of revenue recognition and monitor Work-In-Progress effortlessly within a unified solution, thereby removing the burden of complex time and expense reporting. You can also refine the scheduling of outsourced resources with the Gantt chart tool, which offers a comprehensive view of resource availability and utilization, ensuring smooth and efficient project execution. By adopting these cutting-edge tools, you can fundamentally reshape your business operations, paving the way for increased success and customer satisfaction while fostering a culture of continuous improvement.

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.

Media

Media

Integrations Supported

Microsoft Dynamics 365

Integrations Supported

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

API Availability

API Availability

Pricing Information

$25 per user per month
Free Trial Offered?

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?

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac

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
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training

Company Facts

Organization Name

Unit4

Date Founded

1990

Company Location

Netherlands

Company Website

www.unit4.com/industries/professional-services-software

Company Facts

Organization Name

Inspire Planner Inc.

Date Founded

2014

Company Location

Canada

Company Website

inspireplanner.com

Categories and Features

Invoice-to-Cash

Not specified

Professional Services Automation

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

Project Accounting

Not specified

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

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