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TaskRay

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Manage projects and onboard customers directly within Salesforce with unparalleled flexibility.

Project ManagementTask ManagementCRM
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Reviews onG2Capterra
181 reviews tracked

The Bottom Line

Entry price

Paid plans only

Biggest pro

Seamlessly integrated within Salesforce, leveraging existing CRM data.

Biggest con

Requires an existing Salesforce environment to operate.

TL;DR - TaskRay

  • Native Salesforce project management and customer onboarding solution.
  • Streamlines operations, boosts efficiency, and enhances collaboration.
  • Offers flexibility, automation, and real-time visibility for projects and resources.
Pricing: Paid only
Best for: Enterprises & pros
4.3/5 across review platforms

What is TaskRay?

Editorial review
TaskRay is a native Salesforce project management solution designed to streamline project execution, customer onboarding, and operational efficiency. It provides a flexible platform that adapts to existing workflows, enabling businesses to manage complex projects, track tasks, and allocate resources effectively, all within the Salesforce environment. This eliminates the need for manual data entry into external spreadsheets and provides real-time visibility across all projects. The platform is ideal for companies seeking to enhance collaboration, automate processes, and gain deeper insights into their project lifecycle and customer engagements. TaskRay helps teams plan with confidence, balance workloads, and ensure on-time delivery by linking project activities directly to customer databases and opportunities within Salesforce. Its robust features support template creation, cloning of projects, and comprehensive reporting, making it a powerful tool for scaling operations and improving overall productivity.

Available on: Web

how we evaluateSourcetaskray.com ↗

Pros & Cons

Pros

  • Seamlessly integrated within Salesforce, leveraging existing CRM data.
  • Highly flexible and customizable to adapt to unique business workflows.
  • Significantly reduces manual data entry and improves data accuracy.
  • Enhances visibility across all projects and resource allocation.
  • Strong customer support and easy to configure.

Cons

  • Requires an existing Salesforce environment to operate.
  • Specific pricing details are not publicly available, requiring direct inquiry.

Ratings Across the Web

4.3(181 reviews)
G2162 reviews
4.3/5
Capterra19 reviews
4.3/5

Ratings aggregated from independent review platforms. Learn more

Preview

Key Features

Salesforce-native integrationProject templates and cloningResource management and workload balancingReal-time project visibility and status updatesAutomated features for project setupCustomizable to fit business needsPublic dashboard links for client sharingFlexible Kanban and Row Layout views

Pricing

Paid

TaskRay offers paid plans. Visit their website for current pricing details.

View pricing

Reviews

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4.3/5

Across 181 verified user reviews on G2, Capterra

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Still deciding?

Most buyers shortlist 2 or 3 tools before committing. Pull a side-by-side comparison or browse the full alternatives shortlist below.

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TaskRay FAQ

How does TaskRay leverage Salesforce data for project management?

TaskRay is built natively on the Salesforce platform, which means it directly utilizes your existing Salesforce customer data, opportunities, and other CRM information. This integration allows for a unified view of sales to delivery, linking project tasks and resources directly to customer records and business opportunities without data silos.

Can TaskRay help standardize our customer onboarding process?

Yes, TaskRay is specifically designed to standardize and streamline customer onboarding. It enables the creation of templates for consistent onboarding processes, which can then be easily cloned for each new customer. This ensures a uniform experience, reduces dropped tasks, and provides management with clear visibility into the onboarding progress.

What kind of reporting and analytics capabilities does TaskRay offer?

TaskRay provides robust reporting and analytics capabilities directly within Salesforce. Users can pull Salesforce reports, share public dashboard links with clients, and gain consolidated analytics from sales to delivery. This allows for transparent understanding of project status, resource allocation, and overall operational performance.

How does TaskRay support resource management and prevent team overload?

TaskRay includes dedicated resource management tools that help teams plan with confidence and balance workloads. It ensures the right people are assigned to the right work at the right time, preventing over-allocation and driving on-time delivery without adding heavy process or complexity.

Is TaskRay suitable for managing complex projects with multiple stakeholders?

TaskRay is designed for managing complex projects. Its customizable nature allows it to fit diverse business needs, and its ability to share project information across the company ensures transparency. Features like task delegation, real-time status updates, and client-facing dashboards facilitate collaboration and communication among multiple internal and external stakeholders.

What integrations are possible with TaskRay to further enhance its functionality?

TaskRay can be integrated with other tools within the Salesforce ecosystem. For example, it has been successfully integrated with tools like Formstack and FilePulse 360 to further simplify client onboarding and improve team coordination. Its native Salesforce foundation allows for broad compatibility with other AppExchange solutions.

Source: taskray.com

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