Is Inspire Planner - True Project Management for Salesforce or OPAL for Salesforce: Goal Based Planning & Monitoring cheaper?

Both Inspire Planner - True Project Management for Salesforce and OPAL for Salesforce: Goal Based Planning & Monitoring offer paid plans only. Inspire Planner - True Project Management for Salesforce starts at paid; OPAL for Salesforce: Goal Based Planning & Monitoring starts at paid. Compare the per-tier features in the Pricing section above before committing.

Which has better reviews, Inspire Planner - True Project Management for Salesforce or OPAL for Salesforce: Goal Based Planning & Monitoring?

Inspire Planner - True Project Management for Salesforce (5.0★, 177 reviews) and OPAL for Salesforce: Goal Based Planning & Monitoring (5.0★, 8 reviews) are essentially tied on rating. Look at review velocity and individual reviewer quotes — both visible on each app's detail page — to differentiate.

Should I choose Inspire Planner - True Project Management for Salesforce or OPAL for Salesforce: Goal Based Planning & Monitoring?

OPAL for Salesforce: Goal Based Planning & Monitoring holds the higher average rating (5.0★ vs 5.0★). That is the one dimension AppRanks can separate them on here — 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 OPAL for Salesforce: Goal Based Planning & Monitoring?

Both apps are one-click installs from the Salesforce AppExchange. Inspire Planner - True Project Management for Salesforce has the deeper published review base (177 vs 8), 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 (177 reviews). OPAL for Salesforce: Goal Based Planning & Monitoring typically suits early-stage and growth-mode teams based on its published review base (8 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.

AppRanks

Inspire Planner vs OPAL for Salesforce — Salesforce

Inspire Planner - True Project Management for Salesforce vs OPAL for Salesforce

Side-by-side comparison · 24 data points

Inspire Planner - True Project Management for Salesforce

5.0·177reviews

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	OPAL for Salesforce
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	“OPAL enables financial advisors to provide timely, insightful, and valuable advice at scale. The result is more engaged clients, enhanced relationships, suitable and consistent advice and, ultimately, a wealth management business that can scale and grow.”254 chars
Description	1199 / 2000 chars60% used	1193 / 2000 chars60% used
Screenshots	—	—
Languages	enfrdees	en
Platforms	Salesforce	Salesforce
Developer	Inspire Planner Inc.	Ortec Finance BV

At a glance

8 metrics · auto-computed

Feature comparison between Inspire Planner - True Project Management for Salesforce and OPAL for Salesforce: Goal Based Planning & Monitoring
Metric	Inspire Planner - True Project Management for Salesforce	OPAL for Salesforce: Goal Based Planning & Monitoring
Rating	5.0 ★	★ 5.0 ★
Total reviews	★ 177	8
Free plan	—	—
Pricing	paid	paid
Pricing tiers	1 tier	1 tier
Listed features	★ 9	6
Languages	4 supported	1 supported
Listed since	Jun 2015	Sep 2020

AppRanks verdict

Generated from live data on this page

The call

Inspire Planner - True Project Management for Salesforce and OPAL for Salesforce: Goal Based Planning & Monitoring are evenly matched on rating (5.0★ vs 5.0★) — the differentiator comes down to pricing fit, feature breadth, and which app's interaction pattern suits your team's workflow.

Pricing

Pricing entry tiers: Inspire Planner - True Project Management for Salesforce at paid, OPAL for Salesforce: Goal Based Planning & Monitoring at paid. Check each app's tier structure for the capacity limits you actually need before deciding — the headline number is the same shape, but the gating shape per tier (seats, usage volume, integrations) varies.

Review base

Inspire Planner - True Project Management for Salesforce has the larger user base (177 reviews vs 8), which usually maps to broader integration coverage, faster bug-fix cadence, and a deeper bench of community workflow patterns. OPAL for Salesforce: Goal Based Planning & Monitoring's smaller cohort can be an advantage for niche workflows where the bigger app has accumulated bloat.

Who should pick what

Recommended evaluation path: install both apps' free tiers (where available) and run them in parallel on a small cohort for 7-14 days before committing. The data tables below show the per-feature breakdown — for most admins the deciding factor will be a single integration or workflow detail that's hard to compare from listing pages alone.

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 • OPAL for Salesforce: Goal Based Planning & Monitoring audit

Listed	June 10, 2015	September 11, 2020

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

OPAL for Salesforce

Improved client engagement by connecting individual client portfolios to their personal long-term goals and increased client retention, leading to higher AuM.
Drive a consistent, holistic approach in creating financial plans and goals by capturing the client’s complete financial information.
Automated monitoring of risk, financial goals and their feasibility for individual clients as well as the entire client base allows for proactive and more efficient client management, thus improving advisor productivity.
Improved suitability: client risk profiling and continuous monitoring of suitability to allow for quick adjustment to clients’ needs, thus optimizing client outcomes.
Structured, cost-effective and scalable advice, fully integrated with Salesforce FSC.
Fully compliant with applicable regulations including the ESMA’s MiFID II and the FCA’s Consumer Duty.

5. Search rankings

Top 5 keywords · shared rankings prioritized

Keyword	Inspire Planner - True Project Management for Salesforce	OPAL for Salesforce
against	#1	Not ranked
project	#1	Not ranked
resource management time	#2	Not ranked
proactive monitoring	Not ranked	#7
monitoring	Not ranked	#8

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%

OPAL for Salesforce

OPAL facilitates goal-based planning and monitoring of client goals. Our solution addresses some of the major challenges in the traditional advice process: - Only a minority of clients receive some sort of planning when starting investing - Plans are often static documents and clients’ financial goals are not monitored - Assumption for growth in the underlying investment portfolios are often extremely basic and unrealistic. OPAL makes use of institutional-quality, realistic portfolio projections, based on monthly updated economic scenarios for more than 700 asset classes. This enables advisors, wealth managers and planners to translate their client’s goals into suitable investment decisions which comply with regulation. Goal-based planning leads to better investment decisions, realistic client expectations and helps advisors to keep track of the likelihood of achieving their client’s goals through dynamic updates that track the conditions and outlook on financial markets. Our institutional background and experience enables us to model a wide range of asset classes and funds and implement tailored client portfolios, matching the actual products that are offered to clients.

Top keywords

client5×2.89%
goals4×2.31%
clients3×1.73%
investment3×1.73%
planning3×1.73%
advisors2×1.16%
asset2×1.16%
asset classes2×1.16%

Inspire Planner - True Project Management for Salesforce vs OPAL for Salesforce

Inspire Planner - True Project Management for Salesforce

1. Listing metadata

OPAL for Salesforce

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 OPAL for Salesforce: Goal Based Planning & Monitoring cheaper?

Which has better reviews, Inspire Planner - True Project Management for Salesforce or OPAL for Salesforce: Goal Based Planning & Monitoring?

Should I choose Inspire Planner - True Project Management for Salesforce or OPAL for Salesforce: Goal Based Planning & Monitoring?

Which is faster to set up, Inspire Planner - True Project Management for Salesforce or OPAL for Salesforce: Goal Based Planning & Monitoring?

See full keyword rankings, install trends, and weekly alerts

More popular comparisons

Which works better for small vs large Salesforce AppExchange admins?

Can I migrate data between Inspire Planner - True Project Management for Salesforce and OPAL for Salesforce: Goal Based Planning & Monitoring?