Last Updated
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%
Starting Price
$25
/month
TaskRay Specifications
- Time Tracking
- Task Management
- Reporting
- Budget Management
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
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
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.
TaskRay Features
Project Management
The software provides robust project management capabilities that let you generate, allocate, and monitor tasks for each project. It helps teams stay organized and ensures that projects are completed on time. You can also set task priorities, making it easier to focus on what’s most important. Additionally, you can set dependencies between tasks to ensure a logical workflow.
Resource management
With TaskRay, you can forecast resource allocation before the project starts. This feature enables more informed staffing decisions and ensures that resources are used efficiently. It provides multiple views, such as Gantt charts or kanban boards for managing the details. This way, you can clearly see who is working on what and when.
Collaboration Tools
This feature facilitates collaboration between team members and with customers. You can comment on tasks, tag team members, and share files, ensuring everyone is on the same page. This not only improves communication within your team but also enhances customer engagement. With TaskRay’s collaboration tools, your team can work together seamlessly, regardless of location.
Reporting And Analytics
The software provides built-in analytics tools and standard and custom Salesforce reports and dashboards. These tools allow you to monitor progress, compare projects against benchmarks, and identify areas for improvement. With these insights at your fingertips, you can make data-driven decisions to enhance your project management processes.
Automation
TaskRay offers automation features that streamline workflows. For example, the handoff between sales and post-sales teams can be automated, saving time and reducing the risk of errors. This means less manual work and more time for your team to focus on strategic tasks. Plus, with automation, you can ensure consistency in your processes.
Kanban Boards
You can visualize your workflow and understand the status of tasks at a glance using this feature. It provides a clear, visual layout of your tasks, making it easy to see what’s in progress, what’s completed, and what’s up next. This feature can significantly enhance your team’s productivity and efficiency.
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 Reviews
Total 1 reviews
5
All reviews are from verified customers
Rating Distribution
5
Stars100%
4
Stars0%
3
Stars0%
2
Stars0%
1
Stars0%
Share your experience
Information Technology and Services, 500+ employees
More than a year
“Salesforce Project Management platform”
Pros
We integrated this software onto our Salesforce platform for project delivery. It is a comprehensive and feature-rich platform that caters to complex business requirements and helps us successfully deliver a large volume of projects.
Cons
It's a complex and expensive solution, tailored more towards the needs of large and intricate businesses.
Rating Distribution
Ease of use
9
Value for money
10
Customer Support
10
Functionality
10
Frequently Asked Questions
Does TaskRay offer an API?
Yes, the software has an API available for use.
What language does TaskRay support?
The software supports the English language.
What other apps does TaskRay integrate with?
TaskRay integrates with third-party applications such as Workato, Accountingseed, Conga, FormAssembly, Gainsight, Box, and Zapier.
Does TaskRay support mobile devices?
The software supports mobile devices.
What types of pricing plans does TaskRay offer?
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.
Who are the typical users of TaskRay?
TaskRay is designed for businesses of all sizes and can be used across various industries such as Consulting, Technology, Marketing, and Financial Services.
What level of support does TaskRay offer?
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.
How does TaskRay contribute to customer success?
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.
How can project managers leverage Salesforce with TaskRay?
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.