TaskRay Review: Is It The Right Project Management Software For Your Team?
Best for SMB teams · Mid-market · Enterprise
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Starts from $25 / user / month
Salesforce
Datadaog
Heartland ECSI
Toast
The YTrusted by teams including Salesforce
Overview
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Features
Alternatives
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Media
Security & Compliance
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What is TaskRay?
TaskRay is a powerful project management solution built natively within Salesforce, designed to help teams streamline project workflows, enhance collaboration, and efficiently onboard new customers. With TaskRay, users can create comprehensive project plans, automate routine tasks, and allocate work with ease, ensuring that every aspect of a project is managed seamlessly. The platform offers real-time collaboration tools that allow teams to work together across departments, improving transparency and reducing miscommunication. Whether managing complex customer onboarding, internal projects, or cross-functional initiatives, TaskRay empowers businesses to stay organized and meet deadlines, all within the familiar Salesforce environment. By combining project management with Salesforce’s CRM capabilities, TaskRay enables teams to enhance customer satisfaction, increase productivity, and achieve project success with minimal effort.
Pricing
Starts from $25 / user / month
Best For
Suited for small teams, SMBs, and enterprise
Security & Compliance
SOC 2Data residency:Global
TaskRay Software Demo
TaskRay was reviewed internally using user feedback, in-house testing, and market research to assess its performance, reliability, and user experience. Learn how we review products and our evaluation process.
Who should consider TaskRay
- Team types
- Large Enterprises, Medium Business
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What is the pricing of TaskRay?
TaskRay Pricing Plans
Starter
$25
/user/month
Project Views
Work Management
Templates & Automation
Reporting & Analysis
Resource Management
Show more +
Standard
$40
/user/month
Project Views
Work Management
Templates & Automation
Reporting & Analysis
Resource Management
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Premium
$60
/user/month
Wrangle complexity with advanced capabilities
Project Views
Work Management
Templates & Automation
Reporting & Analysis
Show more +
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What are the features of TaskRay?
Automations refer to the use of technology to automate and streamline repetitive tasks and processes. It is a feature commonly seen in vario…
Collaboration has received a lot of attention in the marketing world recently. It's taking off in a big way but still has many questions sur…
Email automation is a powerful feature that allows businesses and individuals to streamline and optimize their email communication processes…
Kanban Board is a powerful project management tool that helps teams to visualize their work and optimize their workflow. It is based on the…
A knowledge base is a centralized documentation repository that includes frequently asked questions, how-to guides, and troubleshooting inst…
A pre-built template is a document that can be used as a starting point for creating a new one. A template is pre-formatted in some way when…
The technique of determining how much progress has been achieved toward the conclusion of an ongoing project is known as progress tracking.…
Project management is used to supervise a team's efforts to meet all project objectives while staying within budget. The information is desc…
Reporting provides complete visibility of the project and a clear grasp of what has to be done to the on-site personnel. The reporting proce…
The process of pre-planning, scheduling, and distributing your resources to maximum efficiency is known as resource management. A resource i…
The time tracking feature is primarily used by businesses that bill customers based on the time it takes to resolve a problem. Staff can qui…
Workflow is a collection of tasks that work together to process a batch of data. A workflow encompasses everything from creating assets to i…
TaskRay security and data handling
Key compliance certifications and security features for IT and security teams evaluating TaskRay.
Certifications
Developer & data
Alternatives to TaskRay
TaskRay Customers
Salesforce
Datadaog
Heartland ECSI
Toast
The Y
Radisson-hotels
Weave
TaskRay Support Options
Frequently Asked Questions About TaskRay
Common questions buyers ask before choosing TaskRay.
TaskRay is a Project Management Software. TaskRay offers Project Management, Kanban Board, Workflow Management, Pre-built Templates, Automations and many more functionalities.
Some top alternatives to TaskRay includes Quickbase, Smartsheet, ClickUp, GanttPRO and Agilean.
TaskRay offers Subscription pricing model
The starting price of TaskRay is $25/user/month
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About the reviewer
Rajat Gupta is the founder of Spotsaas. Over the past two years, he has reviewed 2,000+ tools across CRM, HR, AI, and finance — applying hands-on product research and a background in commerce and the CFA program to evaluate software through a business and ROI lens. His goal: help teams make software decisions they won't regret.
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