Help & Support
Elevate Your Agents with AgentExchange Solutions
Easily enhance Agentforce with pre-built AI solutions from AgentExchange. Browse, install, and deploy agents, actions, and apps directly into your environment. Tell Me More
Have Questions?
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.
- Industries
- Horizontal ProductProfessional Services
- Business Need
- Project ManagementTime & ExpenseHuman Resources
- Requires
- None
- Compatible With
- Sales CloudService CloudData Cloud
Integrating an ATS, HRMS, Resource Management, Time Tracking and Invoicing, and PMS into one product offers several benefits such as Seamless Workflow, Centralized Data Management, Improved Efficiency, Enhanced Reporting and Analytics, Cost Savings, etc.
Rating
Reputation
MVP
Recognized by Salesforce for their leadership, expertise, and generosity
Top Reviewer
Contribute reviews that encourage conversation and help others make informed decisions
Ranger
Lifelong learners who have earned the Ranger rank or higher on Trailhead
Showing 3 of 3 Reviews
Comprehensive HRMS, Resource Management, and Project Management Solution
HRMS: With the Simplify resource product, we have successfully automated our onboarding process by triggering pre-onboarding and onboarding details submission through a live portal. This has created an intuitive and accessible environment. The portal offers excellent features throughout the employee lifecycle, from hiring and onboarding to offboarding. These features include automated leave tracking, timesheet submission, service requests, appraisals, rewards & recognition, an internal feedback system, project utilization, a learning & development module, a holiday calendar, and visibility of organizational policies for employee reference. The reporting feature is highly accessible, allowing users to generate reports on any available data. Additionally, the portal provides robust visualization capabilities to reflect data in the Dashboard. Regarding permissions, we can create different sets of permissions for various functions based on specific requirements. Resource Management: The Simplify resource portal provides an intuitive resource management system that allows for efficient resource allocation and utilization, complete with scheduling and planning features integrated with the HRMS and Project Management system. Using the data from this portal, we can generate comprehensive organization utilization summary reports. These reports are invaluable for analyzing current projects and planning future projects in advance. Project Management: Simplify Resource offers an interface similar to Jira, combined with advanced features that help project management teams manage projects efficiently and effectively throughout the project lifecycle. It includes various features to create tasks, RAID logs, epics, sprints, user stories, use cases, backlogs, releases, and milestones, along with automated weekly status reports.
An all-in-one solution that simplifies enterprise workflows while addressing real business challenge
I have deployed Simplify Resource across my organization for more than a few months now and I’m genuinely impressed with the concept of integrating all critical enterprise solutions into a single, end-to-end platform. The inclusion of HRIS, a JIRA-like Project Management interface/ experience, a robust Resource Management, Performance & Feedback management, time tracking, billing, L&D, Service Requests, and many other customizable modules demonstrates a deep understanding of what organizations truly need. What stands out to me is how the development team has focused on addressing real enterprise challenges in a cohesive and thoughtful way. The result is a solution that simplifies workflows, enhances collaboration, and drives efficiency across the board. Equally commendable is the team’s collaborative spirit. They’ve been incredibly open to feedback and proactive in refining the product, which is key to ensuring it evolves to meet user needs. Kudos to the team for their hard work and dedication—this is a game-changer product!
Quite Useful Product
Interesting product to try out. Very Handy, easy to use and covers most of the daily hassles of keeping track, maintaining and managing. Explored its reporting feature as well to gain insights about our resourcing data. And the most interesting part of this product is that I got JIRA features as well along with HRMS, ATS, Resource Mgmt and Product Mgmt.