Inspire Planner vs Cloudwharf PSA — Salesforce

Inspire Planner - True Project Management for Salesforce vs Cloudwharf PSA

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.

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1. Listing metadata

Field-level data

	Inspire Planner - True Project Management for Salesforce	Cloudwharf PSA
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	“- Effortless project management - Resource planning - Tracking of times & expenses - Utilization & forecast - Integrates seamlessly with our accounting app (Finblick) Everything you ever wanted from a PSA – with an intuitive design.”233 chars
Description	1199 / 2000 chars60% used	264 / 2000 chars13% used
Screenshots	—	—
Languages	enfrdees	ende
Platforms	Salesforce	Salesforce
Developer	Inspire Planner Inc.	Cloudwharf GmbH

At a glance

8 metrics · auto-computed

Feature comparison between Inspire Planner - True Project Management for Salesforce and Cloudwharf PSA
Metric	Inspire Planner - True Project Management for Salesforce	Cloudwharf PSA
Rating	5.0 ★	★ 5.0 ★
Total reviews	★ 176	1
Free plan	—	—
Pricing	paid	paid
Pricing tiers	1 tier	★ 2 tiers
Listed features	★ 9	6
Languages	4 supported	2 supported
Listed since	Jun 2015	Jun 2023

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

Cloudwharf PSA

Project Management Streamline your projects, ensuring all stakeholders remain in sync. Track your progress, and maintain visibility at every step.
Resource Planning Match the right tasks with the right talents. Our Resource Planning feature gives you an eagle-eye view of your team's capacities, ensuring optimal allocation.
Time Tracking Keep tabs on every billable hour. Our intuitive system captures time with precision, so you never lose out on revenue.
Expense Tracking Whether it's a hotel stay, meal, or a commute, track all expenses effortlessly. Ensure transparency and accountability in every financial aspect.
Utilization & Forecast Gain insights into your team's performance with comprehensive utilization assessments and forecasting.
Easily Integrate Invoice and Credit Notes Generation Don’t let manual data entry hold you back. Easily generate invoices and credit notes based on times and expenses. Say goodbye to manual errors and oversights. Use our accounting app (Finblick)

5. Search rankings

Top 5 keywords · shared rankings prioritized

Keyword	Inspire Planner - True Project Management for Salesforce	Cloudwharf PSA
project management app	#4	#2
management app	#8	#7
expense	#6	#10
management time tracking	#7	#10