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TaskRay

TaskRay is a Salesforce-native project management and customer onboarding solution designed for fast-growing businesses. It automates workflows, improves collaboration, and enhances visibility across projects. Ideal for SaaS, healthcare, and manufacturing, TaskRay accelerates timelines, reduces costs, and boosts customer satisfaction.

4.3

Software Info

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TaskRay Overview

TaskRay is an enterprise-class project management and customer onboarding solution, fully native to Salesforce. Designed for businesses managing complex implementations, TaskRay streamlines project execution with automation, templating, and resource allocation tools. It helps teams onboard customers faster, reducing revenue delays and increasing efficiency. Whether managing internal initiatives or large-scale client onboarding, TaskRay improves collaboration and visibility across Sales, CPQ, Service, and Experience Clouds. Trusted by industries including SaaS, healthcare, manufacturing, and financial services, TaskRay accelerates project timelines, reduces costs, and enhances customer satisfaction. With seamless Salesforce integration and real-time project insights, TaskRay enables businesses to scale operations while improving service delivery and client experiences.

Features

Project Planning and Management

Task Prioritization and Management

Resource Management

Collaboration Tools

TaskRay Pricing Overview

TaskRay Score

Smyte Score

4.3 Number of Reviews 177

Smyte Score

The Smyte Score is a weighted average from leading review sites across the web.

100+ reviews for Software Name

Pros

Seamless Salesforce Integration:
Users appreciate TaskRay’s deep integration with Salesforce, which centralizes data, communications, and progress tracking, ensuring all stakeholders remain connected within a unified platform.

User-Friendly Navigation:
The platform’s intuitive interface makes it easy for teams to stay on task and expedite project delivery, enhancing overall productivity.

Enhanced Project Clarity and Structure:
TaskRay provides clarity and structure to projects without compromising flexibility, allowing teams to manage tasks effectively and adapt to changing requirements.

Cons

Learning Curve for New Users:
Some users have reported a learning curve when initially adopting TaskRay, particularly in setting up complex workflows and fully utilizing its advanced features.

Limited Customization Options:
A few users have noted that certain aspects of the platform offer limited customization, which can restrict tailoring the tool to specific organizational needs.

Performance Issues with Large Data Sets:
Some users have experienced performance slowdowns when handling large volumes of data or managing extensive projects within TaskRay.

** Smyte uses AI to analyze online reviews, extracting key pros and cons by identifying patterns and summarizing customer feedback into actionable insights.

FAQs

1. What is TaskRay?

TaskRay is an enterprise-class project management and customer onboarding solution fully integrated within Salesforce. It enables businesses to manage projects, automate workflows, and onboard customers efficiently, leveraging features like templating and automation to scale operations.

2. How does TaskRay integrate with Salesforce?

TaskRay is built natively on the Salesforce platform, ensuring seamless integration. This allows users to manage projects and customer onboarding processes directly within their existing Salesforce environment, utilizing Salesforce data and workflows.

3. What industries benefit most from using TaskRay?

TaskRay is versatile and serves various industries, including high tech, SaaS, wealth management, manufacturing, and franchising. Its scalable features make it suitable for businesses handling both small and large customer bases.

4. What are the pricing plans for TaskRay?

TaskRay offers three pricing editions, ranging from $25 to $60 per user per month. An annual contract is required, and discounts are available for nonprofit organizations. A free trial is also available for evaluation purposes.

5. Does TaskRay offer a free trial?

Yes, TaskRay provides a free trial, allowing organizations to explore its features and assess its suitability before committing to a subscription.

TaskRay

4.3

Software Info

Pricing

Score

Alternatives

TaskRay Overview

Software Details

Features

TaskRay Pricing Overview

TaskRay Score

Smyte Score

4.3

Number of Reviews 177

Smyte Score

100+ reviews for Software Name

Pros

Cons

FAQs

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