TaskRay
Claim ProfileManage Projects and Onboard Customers Natively in Salesforce
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TaskRay Evaluation Snapshot
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Product Overview
TaskRay Overview
Product description, media, company details, support, training, deployment, customer size, languages, and industries.
Support
Training
Licensing & Deployment
Typical Customers
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Category-Based Capabilities
TaskRay Features
Each category combines the selected software category, its category-specific description, and the features assigned to that category.
Project Management Software 32 selected features Open category ↗ ⌄
Milestone Tracking
Testing/QA Management
Time & Expense Tracking
Projections
Alerts/Notifications
Calendar Management
Project Planning
Project Scheduling
Issue Management
Billing & Invoicing
Gantt/Timeline View
Client Portal
Kanban Board
Collaboration Tools
File Sharing
Prioritization
Risk Management
Traditional Methodologies
Task Management
Status Tracking
Resource Management
Budget Management
Task Progress Tracking
Commenting/Notes
Document Management
Portfolio Management
Agile Methodologies
Activity Dashboard
Idea Management
Project Tracking
Multiple Projects
Real Time Updates
Task Management Software 30 selected features Open category ↗ ⌄
Task Scheduling
Task Editing/Updating
Task Progress Tracking
Commenting/Notes
Calendar Management
Real Time Notifications
Gantt/Timeline View
Create Subtasks
Gamification
Activity Tracking
Prioritization
Collaboration Tools
To-Do List
Project Planning
Reporting/Analytics
Document Management
Task Board View
Alerts/Notifications
Assignment Management
Status Tracking
Email Management
Recurring Tasks
Project Tracking
Time Tracking
Task Tagging
Deadline Management
File Management
Spreadsheet View
Parent Task
Search/Filter
Resource Management Software 27 selected features Open category ↗ ⌄
Access Controls/Permissions
Activity Dashboard
Resource Allocation
Progress Tracking
Real Time Updates
Resource Scheduling
Approval Process Control
Collaboration Tools
Project Planning
Timesheet Management
Time & Expense Tracking
Skills Tracking
Gantt/Timeline View
Multiple Projects
Document Management
Forecasting
Utilization Reporting
Calendar Management
Assignment Management
Resource Request
Project Management
Task Management
Prioritization
Capacity Management
Projections
Real Time Data
Commenting/Notes
Agile Project Management Software 13 selected features Open category ↗ ⌄
Resource Management
Backlog Management
Team Management
Retrospectives Management
Prioritization
Negative Feedback Management
Supports Scrum
Gantt/Timeline View
Request Management
Template Management
Kanban Board
Status Tracking
Workflow Management
Client Onboarding Software 17 selected features Open category ↗ ⌄
Activity Dashboard
Activity Tracking
Chat/Messaging
Client Management
Client Portal
Collaboration Tools
Communication Management
Data Import/Export
Document Management
Electronic Forms
Email Management
Onboarding
Reporting & Statistics
Surveys & Feedback
Task Management
Third-Party Integrations
Workflow Management
Customer Success Software 13 selected features Open category ↗ ⌄
Onboarding
Collaboration Tools
Health Score
Account Alerts
Account Management
Reporting/Analytics
Revenue Management
Activity Dashboard
Usage Tracking/Analytics
Customer Engagement
Activity Tracking
Task Management
NPS of Customers
Pricing Information
TaskRay Pricing
Pricing type, currency, trial availability, payment frequency, destination links, and package-level starting prices.
Starter
$25
Per Month
Prices shown are profile information and may not include taxes, regional differences, introductory terms, usage limits, or add-ons. Confirm current plans on the vendor website.
Alternative Products
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Frequently Asked Questions
TaskRay FAQs
Answers generated from approved profile information, selected options, packages, integrations, support, training, deployment, and devices.
TaskRay is a project management software developed for businesses using Salesforce, focusing on enhancing customer onboarding and project execution. Its key feature is seamless integration with Salesforce, enabling users to manage projects directly within the CRM environment. TaskRay offers a visual, drag-and-drop interface for easy task and project tracking, promoting efficiency and clarity. The software excels in automating workflow processes, reducing manual effort and ensuring consistency. It also provides robust analytics for monitoring project performance and identifying bottlenecks. TaskRay's collaboration tools facilitate team communication and client engagement. Customizable templates and checklists streamline project setup and execution. Ideal for Salesforce users, TaskRay optimizes project delivery and improves customer satisfaction.
- No, TaskRay does not offer a free version.
- No, TaskRay does not offer any free trial.
-
TaskRay offers the following pricing plans & packages:
Starter
$25 Per Month
-
TaskRay supports the following payment frequencies:
- Monthly Payment
- Yes, TaskRay offers an API.
-
TaskRay offers support with the following options:
- Email , Chat , Knowledge Base
-
TaskRay offers training with the following options:
- Live Online , Webinar , Documentation , Videos
-
TaskRay supports the following languages:
- English
-
Following are the typical users of the TaskRay:
- Self-Employed , Small-Business , Midsize-Business , Large-Enterprise-Business
-
TaskRay supports the following deployment:
- Cloud Hosted
-
TaskRay supports the following devices and operating systems:
- Web-Based
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Product Comparisons
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