Can I migrate data between Inspire Planner - True Project Management for Salesforce and CRM Apps Lab™ Helper for Quote List Views: Product Code Roll-up?

Migration support varies by app and category. Inspire Planner - True Project Management for Salesforce and CRM Apps Lab™ Helper for Quote List Views: Product Code Roll-up both publish their export options on their marketplace listing pages (or in their support docs); some apps offer one-click import from competitors, others require CSV. The fastest check: search "import from CRM Apps Lab™ Helper for Quote List Views: Product Code Roll-up" in each app's help center. AppRanks does not track migration tooling directly — this is a category-specific capability worth verifying before commitment.

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Inspire Planner vs CRM Apps Lab™ Helper — Salesforce

Inspire Planner - True Project Management for Salesforce vs CRM Apps Lab™ Helper for Quote List Views

Side-by-side comparison · 24 data points

Inspire Planner - True Project Management for Salesforce

5.0·176reviews

Trusted by project teams in Energy, Healthcare, Financial Services, Manufacturing, Technology, Telecom, Utilities & beyond! Inspire Planner delivers structured project management and advanced Gantt-based project & time tracking, all native to Salesforce.

salesforcepaid

Change

1. Listing metadata

Field-level data

	Inspire Planner - True Project Management for Salesforce	CRM Apps Lab™ Helper for Quote List Views
Tagline	“Trusted by project teams in Energy, Healthcare, Financial Services, Manufacturing, Technology, Telecom, Utilities & beyond! Inspire Planner delivers structured project management and advanced Gantt-based project & time tracking, all native to Salesforce.”255 chars	“Product code roll-up for quotes makes product codes from quote line items available in a text field on Quotes so you can use them in filters. Document merge applications can also use this data to pull in documents relating to line items.”237 chars
Description	1199 / 2000 chars60% used	907 / 2000 chars45% used
Screenshots	—	—
Languages	enfrdees	en
Platforms	Salesforce	Salesforce
Developer	Inspire Planner Inc.	CRM.Team™

At a glance

8 metrics · auto-computed

Feature comparison between Inspire Planner - True Project Management for Salesforce and CRM Apps Lab™ Helper for Quote List Views: Product Code Roll-up
Metric	Inspire Planner - True Project Management for Salesforce	CRM Apps Lab™ Helper for Quote List Views: Product Code Roll-up
Rating	5.0 ★	—
Total reviews	176	0
Free plan	—	★ Yes
Pricing	paid	free
Pricing tiers	1 tier	—
Listed features	★ 9	3
Languages	4 supported	1 supported
Listed since	Jun 2015	Nov 2016

AppRanks verdict

Generated from live data on this page

The call

Based on the data on this page, Inspire Planner - True Project Management for Salesforce is the stronger choice for most Salesforce AppExchange admins — 5.0★ vs CRM Apps Lab™ Helper for Quote List Views: Product Code Roll-up's 0.0★ is a meaningful gap that usually reflects real product or support quality differences across the user base.

Pricing

On pricing, CRM Apps Lab™ Helper for Quote List Views: Product Code Roll-up offers a free tier (free) while Inspire Planner - True Project Management for Salesforce starts at paid. The free option meaningfully reduces evaluation cost, particularly at low usage volumes where the entry-paid tier can outpace the value delivered.

Review base

Inspire Planner - True Project Management for Salesforce has the larger user base (176 reviews vs 0), which usually maps to broader integration coverage, faster bug-fix cadence, and a deeper bench of community workflow patterns. CRM Apps Lab™ Helper for Quote List Views: Product Code Roll-up's smaller cohort can be an advantage for niche workflows where the bigger app has accumulated bloat.

Who should pick what

Recommended by size: small/early-stage admins who need fast install and low risk should default to Inspire Planner - True Project Management for Salesforce; mid-market and enterprise admins with specific feature requirements should evaluate both — CRM Apps Lab™ Helper for Quote List Views: Product Code Roll-up's 0-review base may include the workflow context that matches your specific use case better than Inspire Planner - True Project Management for Salesforce's broader-but-shallower coverage.

How this is generated

This verdict is generated from the live marketplace data on this page — rating, review count, pricing tier, and category position all refresh from the canonical Salesforce AppExchange listing every 24 hours. AppRanks does not accept payment to influence comparison outcomes; the methodology is documented on the About page and applies identically to every pair on the site.

Read each app's audit: Inspire Planner - True Project Management for Salesforce audit • CRM Apps Lab™ Helper for Quote List Views: Product Code Roll-up audit

Listed	June 10, 2015	November 30, 2016

Last updated	—	—

3. Features

As listed by each developer

Inspire Planner - True Project Management for Salesforce

WATERFALL, AGILE & TASK LIST PROJECTS Manage Waterfall, Agile, or simple task list projects—all within Salesforce. Inspire Planner provides a complete project management solution for basic tasks, complex implementations, and customer onboarding.
ADVANCED GANTT CHART FOR PROJECT SCHEDULING Define advanced task dependencies (FS, FF, SS, SF), multiple predecessors, milestones, and constraints. Identify critical paths, compare baselines, and add lead/lag time—all within our drag-and-drop Gantt chart
BOOST PRODUCTIVITY WITH AUTOMATION AND PROJECT TEMPLATES Automatically create projects from templates when opportunities are closed/won. Auto-assign tasks based on roles, stitch multiple templates together, and automate other manual work to save time
RESOURCE MANAGEMENT AND CAPACITY PLANNING View resource capacity and utilization in an easy, color-coded way. Manage internal and external resources, PTO, and hard/soft bookings with advanced search and filtering to ensure optimal resource allocation
TIME TRACKING FOR PROFITABILITY ANALYSIS Easily track time against project tasks or any Salesforce object with the built-in stopwatch or daily/weekly views for rapid entry. Accurately measure planned vs. actual effort for better project/resource tracking
CLIENT COLLABORATION THROUGH SECURE PORTAL Share projects with clients or external contacts through a secure portal. External users can update task status, log time, and add comments without having Salesforce licenses, enhancing customer collaboration
INTEGRATION WITH SALESFORCE TASKS AND KANBAN VIEW Leverage native Salesforce tasks enhanced by Inspire Planner to manage project work effectively in a centralized task list. Organize tasks with list views in preferred layouts like Split, Kanban, or Table
PROJECT PORTFOLIO MANAGEMENT Gain full visibility and track progress across multiple projects with our portfolio management view. Expand any project to quickly gain insights into high-level details like milestone status or progress of key project phases
INSIGHTS WITH SALESFORCE REPORTS AND DASHBOARDS Harness native Salesforce reports and dashboards for deep insights into project performance. Use pre-built reports and dynamic dashboards to track key metrics, make data-driven decisions, and ensure success

CRM Apps Lab™ Helper for Quote List Views

The roll-up of Product Code to Quotes is stored as character delimited text in a 32,768 character Long Text Field on Quote to handle over 5,000 5-character product codes on a single quote.
A short version of the product code roll-up list is additionally stored in a 255 character text field on Quotes. This allows product codes to be used in Filters.
You can configure your own roll-up delimiter in the text field list of product codes on Quotes to avoid using a character that you also use in your product codes. The delimiter character should not appear in your product code naming convention.

5. Search rankings

Top 5 keywords · shared rankings prioritized

Keyword	Inspire Planner - True Project Management for Salesforce	CRM Apps Lab™ Helper for Quote List Views
and time	#2	Not ranked
time on	#2	Not ranked
time and	#2	Not ranked
roll	Not ranked	#4
rollup	Not ranked	#7

6. App details

Long-form description · keyword frequency

Inspire Planner - True Project Management for Salesforce

Inspire Planner offers easy to use Project Management features that project managers have come to love and depend on: ✔ Integration with native Salesforce tasks ✔ Project Templates ✔ Time tracking and time sheets ✔ Gantt chart and Kanban board interfaces ✔ Agile backlog, sprints, releases, burndown, etc. ✔ Project portfolios ✔ Project portal for non-Salesforce users ✔ Analytics with Salesforce reports & dashboards ✔ Upload project documents/files with version history ✔ Task dependencies with Predecessors ✔ Project team collaboration via Chatter ✔ Budget and expenses for billing and costing ✔ Schedule baseline ✔ Critical path map ✔ Export PDF or Excel ✔ Project task hierarchy with milestones & checklists ✔ Project risks and issues ✔ Resource skills, capacity, and utilization management ✔ Task alerts and reminders ✔ Project automation using FLOWs ✔ Intuitive drag and drop interface Plus many more project management and customer onboarding features. An ideal tool transition from Milestones PM, (MS) Microsoft Project, Smartsheet, Monday, Asana, ClickUp, Jira etc. Click “Get It Now” for a 30-day trial of our Salesforce Project Management app. Demo: inspireplanner.com/request-a-demo

Top keywords

project13×8.18%
management4×2.52%
project management3×1.89%
salesforce3×1.89%
task3×1.89%
etc2×1.26%
milestones2×1.26%
time2×1.26%

CRM Apps Lab™ Helper for Quote List Views

Product code Roll-up for Quotes makes two new fields (called 'Quote Product Codes' and 'Quote Product Codes (Short)' available to add to a quote page layout. Each time that the quote is edited or an quote line item added/removed, the fields are updated to include the list of product codes. The 'short' field includes the first 255 characters from the list so that the field can be used as a filter in Salesforce Views. In the case of a 5 character product code, this field will support 42 opportunity line item codes. Each product code in the field is delimited by default using the underscore character '_'. However, if you use underscores in your product codes, you can change this to any other character, or series of characters as the delimiter is stored in a Custom Label. CRM Apps Lab and CRM SuperStars are brands owned by CRM SuperStars Limited, used under license by Successtrics UK Limited.

Top keywords

product7×4.38%
codes4×2.50%
field4×2.50%
character3×1.88%
code3×1.88%
crm3×1.88%
product code3×1.88%
product codes3×1.88%
quote3×1.88%

Frequently asked

Common questions about this comparison

Is Inspire Planner - True Project Management for Salesforce or CRM Apps Lab™ Helper for Quote List Views: Product Code Roll-up cheaper?

CRM Apps Lab™ Helper for Quote List Views: Product Code Roll-up is the cheaper option — it offers a free plan (free). Inspire Planner - True Project Management for Salesforce starts at paid. Both publish their pricing on the Salesforce AppExchange; AppRanks mirrors what's listed on each refresh cycle.

Should I choose Inspire Planner - True Project Management for Salesforce or CRM Apps Lab™ Helper for Quote List Views: Product Code Roll-up?

AppRanks cannot separate these two on rating, because neither publishes one. Inspire Planner - True Project Management for Salesforce does carry the larger published review base (176 vs 0). Read both apps' detail pages for the feature breakdown and recent listing changes.

Which is faster to set up, Inspire Planner - True Project Management for Salesforce or CRM Apps Lab™ Helper for Quote List Views: Product Code Roll-up?

Both apps are one-click installs from the Salesforce AppExchange. Inspire Planner - True Project Management for Salesforce has the deeper published review base (176 vs 0), which often — though not always — accompanies better-tested setup docs. AppRanks doesn't measure setup time directly: read the recent reviews on each app's detail page for user-reported install experience.

Which works better for small vs large Salesforce AppExchange admins?

Inspire Planner - True Project Management for Salesforce typically suits early-stage and growth-mode teams based on its published review base (176 reviews). CRM Apps Lab™ Helper for Quote List Views: Product Code Roll-up typically suits early-stage and growth-mode teams based on its published review base (0 reviews). A larger review base generally means the app has been exercised at scale — relevant if you are processing high volume or handling enterprise compliance requirements.

Inspire Planner - True Project Management for Salesforce vs CRM Apps Lab™ Helper for Quote List Views

Inspire Planner - True Project Management for Salesforce

1. Listing metadata

CRM Apps Lab™ Helper for Quote List Views

At a glance

AppRanks verdict

2. Pricing & plans

3. Features

4. Categories & rankings

5. Search rankings

6. App details

Frequently asked

Is Inspire Planner - True Project Management for Salesforce or CRM Apps Lab™ Helper for Quote List Views: Product Code Roll-up cheaper?

Should I choose Inspire Planner - True Project Management for Salesforce or CRM Apps Lab™ Helper for Quote List Views: Product Code Roll-up?

Which is faster to set up, Inspire Planner - True Project Management for Salesforce or CRM Apps Lab™ Helper for Quote List Views: Product Code Roll-up?

Which works better for small vs large Salesforce AppExchange admins?

See full keyword rankings, install trends, and weekly alerts

More popular comparisons

Can I migrate data between Inspire Planner - True Project Management for Salesforce and CRM Apps Lab™ Helper for Quote List Views: Product Code Roll-up?