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Simplify Resource | One-stop Solution

PSA: ATS + HRMS + Resource Management + Time Tracking & Invoice + PMS

Freemium  

Payment required to increase usage, users, or features. Discounts available for nonprofits.

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Industries
Horizontal Product
Professional Services
Business Need
Project Management
Time & Expense
Human Resources
Requires
None
Compatible With
Sales Cloud
Service Cloud
Data Cloud

Compatibility

Requires
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
None
Compatible With
This solution is tested to work with and extends the value of these products, but doesn't require them.
Sales Cloud
Service Cloud
Data Cloud
Salesforce Editions
Enterprise
Unlimited
Additional Requirements
We help to cater all this data in one system and help solutions more scalable with low maintenance, cost effective, real employee 360 view, connect dot of all processes starting from recruitment to employee onboarding to project assignment, time tracking

App Details

Version
SimplifyResource/2026 MAR 3 2.92.0
Listed On
08/30/2023
Latest Release
03/18/2026
Supported Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Multiple Currencies
Supports Salesforce orgs that use Multiple Currencies.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
Multiple Currencies
Managed Package
Package Contents
If this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
Custom Objects: 104
Custom Tabs: 65
Custom Apps: 1
Lightning Components
Global: 63
App Builder: 3
Community Builder: 0
Languages
English

Security

This solution is a Non-SFDC Application as defined in Salesforce’s Main Services Agreement. Notwithstanding these Security Requirements or any security review of a Partner Application, Salesforce makes no guarantees about the quality or security of this solution. You’re responsible for evaluating this solution’s quality, security, and functionality.
Last Reviewed Version
The most recent solution version that underwent the AgentExchange Security Review. Undergoing the Security Review doesn't guarantee a solution’s security.
1.8.0
Last Reviewed Date
The most recent date that this solution underwent the AgentExchange Security Review. Undergoing the Security Review doesn’t guarantee a solution’s security.
08/23/2023

Additional Details

Simplify Resource is our flagship Salesforce-native Professional Services Automation (PSA) platform designed to unify the entire services lifecycle. It brings together: Hiring & Human Resource Management Resource Planning & Allocation Project Management & Delivery Revenue Forecast & Invoicing Analytics & AI-powered Insights By unifying these capabilities on Salesforce, Simplify Resource helps businesses: Maximize efficiency (reduce redundant systems & manual work) Accelerate delivery (better resource alignment & project visibility) Drive profitability (smart invoicing, cost control, and predictive analytics)

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