TaskRay

TaskRay

Last Updated Oct 29, 2024

Overview

TaskRay, a Salesforce-native solution, offers a streamlined approach to project management. It’s designed to help you manage resources effectively and foster seamless collaboration. Explore TaskRay’s robust features and discover how it can simplify your day-to-day tasks.

Overall Rating

Based on 1 users reviews

5

Rating Distribution

Positive

100%

Neutral

0%

Negative

0%

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Starting Price
$25

/month

What Is TaskRay?

Overview

TaskRay is a cloud-based customer onboarding solution designed to streamline project management and resource allocation. Businesses across various industries primarily use it for their project management needs. The software offers a comprehensive suite of tools to manage projects, automate work, and facilitate collaboration. In this review, you can learn more about TaskRay's features, pricing plans, and other aspects.

What Is TaskRay Best For?

TaskRay is known for its Salesforce-native functionality, allowing it to integrate seamlessly with the platform. This unique feature sets it apart from its competitors, providing users a familiar interface and robust functionality within the Salesforce ecosystem. TaskRay’s ability to streamline project management and resource allocation through its comprehensive suite of tools is another standout aspect recognized in the industry.

TaskRay Pricing

The following are the pricing plans:

  • Starter - $25/user/month
  • Standard - $40/user/month
  • Premium - $60/user/month
The software also offers tailored pricing to fit businesses of all sizes. Request for a custom TaskRay cost.

Disclaimer: The pricing is subject to change.

TaskRay Integrations

The software integrates with third-party applications, including:

  • Conga
  • FormAssembly
  • Gainsight
  • Box
  • Workato
  • Accountseed
  • Zapier

How Does TaskRay Work?

Here is how you can start with the software:

  • Log in to TaskRay software using your credentials
  • Access the dashboard and manage projects and tasks from a central hub
  • Create new projects using the ‘New Project’ button to access the form where you can enter details about the project
  • Assign and manage tasks to team members and add details like status, due date, and more
  • Use templates that provide a standardized framework and customize them for each project
  • Collaborate with teams and comment on tasks, tag team members, and share files
  • Track progress and see which tasks are completed, in progress, or overdue
  • Analyse data with built-in analytics tools to monitor progress and identify areas for improvement
Schedule a free TaskRay demo and learn more about its functionalities.

Who Is TaskRay For?

TaskRay is designed for businesses of all sizes, including startups and large enterprises. It can be used across different industries and sectors, including:

  • Technology
  • Marketing
  • Consulting
  • Financial services

Is TaskRay Right For You?

Are you looking for a project management solution that seamlessly integrates with Salesforce, offers robust automation, and enhances team collaboration? If so, TaskRay might be the perfect fit for you.

The software prioritizes security and scalability. It provides secure data handling and privacy features, protecting your sensitive information. As your business grows, TaskRay can scale with you, accommodating increasing projects and users.

Still not sure if the software is right for you? Contact our customer support team at 661-384-7070 go through the TaskRay software features and make the best decision.

Pros And Cons of TaskRay

Pros

  • Cloud-based accessibility

  • Robust reporting

  • Prioritizes data security

  • Streamlines workflows

Cons

  • Learning curve for beginners

  • Occasional software updates needed

  • Interface might seem overwhelming initially, according to some reviews

TaskRay Pricing

Starter

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What's Included

  • Access to multiple project views such as Kanban, planning, and calendars

  • Checklists

  • Milestones

  • Dependencies

  • Project schedules

  • Template building and automation

  • Basic reporting

Standard

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What's Included

  • Robust reporting dashboards, performance analytics, and project insights

  • Collaborate externally with public dashboards, customer feedback, and communities

  • Time tracking

Premium

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What's Included

  • Robust Documentation

  • Responsive Expertise

  • Flexible Options

Disclaimer: The pricing details were last updated on Sep 23, 2025 from the vendor's website. Please contact us for a tailored pricing list.

Frequently Asked Questions

Yes, the software has an API available for use.

The software supports the English language.

TaskRay integrates with third-party applications such as Workato, Accountingseed, Conga, FormAssembly, Gainsight, Box, and Zapier.

The software supports mobile devices.

TaskRay’s pricing plans are: Starter at $25/user/month, Standard at $40/user/month, and Premium at $60/user/month. Request for a custom TaskRay price.

TaskRay is designed for businesses of all sizes and can be used across various industries such as Consulting, Technology, Marketing, and Financial Services.

TaskRay enables three levels of support: the free Standard plan, and the paid Standard Plus and Elite plans. All these plans grant users unlimited access to the TaskRay support site and email support, along with standard response times for tickets.

TaskRay is designed to streamline project management and enhance team collaboration, which are key factors in achieving customer success. It provides a range of tools to manage projects and resources, automate work, and facilitate collaboration with customers and across teams.

As a Salesforce-native solution, TaskRay allows project managers to leverage the robust functionality of Salesforce for project management. They can create and manage TaskRay projects directly within Salesforce, ensuring seamless integration and efficient workflows.