Best Client Onboarding Software
TaskRay is a great option for companies looking to add structure and process to their client onboarding process. Before TaskRay we were …
TaskRay
TaskRay
TaskRay
Starting at $15 per month
View PricingOverview
What is TaskRay?
TaskRay is a project management platform for managing project within Salesforce. It enables work to be planned quickly and efficiently, across geographically distributed teams. It supports collaboration using Chatter groups, and file sharing.
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Popular Features
View all 17 features- Workflow Automation (5)9.090%
- Team Collaboration (5)9.090%
- Task Management (5)8.787%
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Pricing
View all pricingTaskRay
$25.00
Cloud
per month
Entry-level set up fee?
- No setup fee
Offerings
- Free Trial
- Free/Freemium Version
- Premium Consulting / Integration Services
Starting price (does not include set up fee)
- $15 per month
Features
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Product Details
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What is TaskRay?
TaskRay is a project management platform for managing project within Salesforce. It enables work to be planned quickly and efficiently, across geographically distributed teams.
It supports collaboration using Chatter groups, and file sharing.
TaskRay Technical Details
| Deployment Types | Software as a Service (SaaS), Cloud, or Web-Based |
|---|---|
| Operating Systems | Unspecified |
| Mobile Application | No |
Frequently Asked Questions
TaskRay is a project management platform for managing project within Salesforce. It enables work to be planned quickly and efficiently, across geographically distributed teams.
It supports collaboration using Chatter groups, and file sharing.
TaskRay starts at $15.
Reviewers rate Scheduling highest, with a score of 10.
The most common users of TaskRay are from Mid-sized Companies (51-1,000 employees).
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January 31, 2019
Best Client Onboarding Software
TaskRay is a great option for companies looking to add structure and process to their client onboarding process. Before TaskRay we were using all kinds of siloed spreadsheets and forms for our client onboarding. Since using TaskRay, we have added visibility to the entire process for both our company and the client.
- Onboarding Templates
- Scheduling Onboarding tasks and assignments to client and employees
- Creating project logs so that everyone knows what is being worked on
- The setup proved to be a little more difficult than expected
- I'd love to see an easier to use project management tool within the system
86.15384615384615%
8.6
N/A
N/A
- TaskRay will provide a huge ROI for client onboarding and client satisfaction
- TaskRay will have a large impact on your company if you have workers that are disorganized
In our comparison, TaskRay was the most robust client care and onboarding tool. It had a lot of different features and advantages that we are excited to take advantage of.
November 30, 2018
New TaskRay customer, but loving it so far
We recently purchased 10 licenses to test out TaskRay as a project management solution for our customer facing teams, e.g sales, account management, support. We really like how TaskRay integrates with Salesforce so it doesn't feel like "another project management tool". Several different PM solutions are used throughout the organization, and we know adoption will be difficult, hence why we are testing with a small number of licenses before buying 100+.
- TaskRay allows us to organize individual tasks across multiple accounts.
- TaskRay will send a notification email listing out overdue tasks and tasks due today, this week, or later. This really helps to make sure no account falls through the cracks. We can also determine the frequency of notification emails. If one sales rep wants a notification every morning and another sales rep doesn't want to be bothered at all, we can control this.
- We can create templates in TaskRay such as questionnaires that are used for every customer.
- Unfortunately TaskRay does not allow us to share templates externally with customers.
- We have employees all over the world and we don't think TaskRay will support other languages such as Japanese. Note, I am speaking with a sales rep next week to confirm this, so we may be incorrect.
60.71428571428571%
6.1
30%
3.0
- The cost of TaskRay is much less than other project management solutions. Other solutions require you to upgrade for premium features such as Gantt charts or calendar views. It costs $21/month per user.
- They offer volume (number of users) discounts as well as contract length discounts.
The main reason we chose TaskRay over the others is because it connects to Salesforce. Our sales team already uses several software solutions and the last thing they need is another thing to log into each day.
We like the price compared to other PM solutions and we like all of the features provided - Kanban board, list view, calendar, Gantt chart, and you can choose to see multiple projects at once or one at a time. JIRA seems to be geared towards software engineers. Trello doesn't offer features like Gantt charts and calendar views. Airtable offers many of the features, but it doesn't pull info straight from Salesforce.
We like the price compared to other PM solutions and we like all of the features provided - Kanban board, list view, calendar, Gantt chart, and you can choose to see multiple projects at once or one at a time. JIRA seems to be geared towards software engineers. Trello doesn't offer features like Gantt charts and calendar views. Airtable offers many of the features, but it doesn't pull info straight from Salesforce.
September 19, 2016
Awesome Project Management Tool utilizing Kanban Board and Salesforce.
TaskRay was used as our project management tool to manage development efforts through each stage of the process. The project management [team] would develop the task list. Each task was represented by a tile on the Kanban board. We could associate the tasks to sprints, set estimates on work, and assign to developers. As development completed tasks, it would move into a QA stage for verification. Another team would pick up on the tasks, verify functionality, and move into staging. From there all tasks would go through change management before moving to production. The Kanban board gave management a great tool to view progress and identify blockers in the development life cycle.
- Kanban Board View for moving tasks from stage to stage. Easy to see where work is. Each team has visibility as to what is coming down the pipeline.
- Great time keeping capabilities with its integration with Salesforce. Know exactly where your staff is spending their time with each project, across all the various tasks being worked.
- Quickly identify Blockers with shading tasks. Staff would identify these blockers with a quick check mark inside the task details and Project Management would know to step in to assist. Great feature when working through Sprints.
- Easy to schedule repeatable tasks for each day or week. If you have recurring Sprint Meetings, you can setup the task to recreate itself after it has been closed during its next scheduled interval.
- During my use, I would at times get responsive issues in regards to tasks opening, editing task details, or moving from stage to stage. This didn't occur for quite some time until we started loading the system with extensive projects and hundreds of tasks to each project. While unfortunate to run into these performance issues, many applications run into similar issues when working many simultaneous tickets at the same time.
- Customization to the task layouts is a bit cumbersome.
- If you are running a lot of stages, 8 - 12, moving tasks from one side of the board to the other can take a little bit of work. At the time there were no quick close capabilities on the tasks to redirect the task to its final stage.
72.85714285714286%
7.3
65%
6.5
- It was highly effective in organizing projects and sprints.
- Time cards were easy to manage.
- TaskRay's integration with Salesforce is a huge win as well as you can leverage workflows, approval processes, and alert notifications.
TaskRay is a simple solution to install and get moving with. Project creation, stage setup, and task creation are just a few great features that are simple to set up. Remedyforce & Service Manager are a more enterprise type application for more service desk type environments. JIRA is a highly used and close favorite with project management. At the end of the day, simplicity for setup and configuration as well as day to day usability went hands down to TaskRay over JIRA.
February 29, 2016
Make your next task to try TaskRay
We use it across 3 departments to track and organize projects. The primary use is with our implementations department in implementing new customers.
- Visual appeal - using an application that looks good is an often overlooked thing that is actually important. Some things are simply off-putting to look at and if you have to use it for hours at a time it's a drag. TaskRay looks really good and makes sense.
- UI - This is sort of related to visual appeal but this is more about the user's experience. This application is incredibly intuitive and simple to use but has the depth that we need as well.
- Support and Training - TaskRay's online resources are so good that we've only had to contact them once or twice with a question.
- We would like to be able to sort tasks by task name.
47%
4.7
40%
4.0
- It has highly increased the efficiency and communication with our teams. We are a virtual company and this is the most important benefit we get from Task Ray.
TaskRay does not require you to be a certified project manager to manage your project like MS Project. We also tried using the Salesforce free project solution but it's not as tightly integrated with SF as the TaskRay and again not nearly as easy to use. We also used ConnectWise in the past but again it was it's own silo and not integrated with the rest of our business software so it was difficult to use it in practice.
19
Training / Marketing / Sales / Support / Management
3
Basic computer skills, Salesforce skills, and at least 1 person with SF admin skills.
- Project Management
- Team Collaboration
- Process Tracking
- Tracking marketing campaign steps.
- New Employee on-boarding
Yes
Accounting Seed Projects which is not really a project tracking system (it's for accounting) but it had some simple tracking capabilities.
- Price
- Product Features
- Product Usability
Usability was by fart the most important factor. The other factors really weren't considered although if it had been to expensive usability wouldn't have mattered.
I would not change our process. TaskRay gave us a free trial. After that, the decision was easy.
- Implemented in-house
No
- Probably training. We are a virtual company so sometimes it's difficult to get everyone to attend.
No
Their support was great. Once we could not determine how to get queue members properly notified. (This is not fully a Taskray function. It's more of a Saleforce function but the queue in question was a TaskRay queue so...) I sent in a case email and then worked with Darren who described a work around then provided me with a link to the "idea" that someone had already sent in so that I could vote on it.
- Creating tasks
- Creating Projects
- Managing tasks
- Assigning resources
- Templates are not true templates. For some reason folks keep overwriting "templates" which are just projects that you label as a template in order to copy.
Yes, but I don't use it
July 30, 2015
TaskRay, great service, easy to use, may or may not be the right solution for my company
Taskray was purchased as a project management solution for our Client Services team. We set up a trial subscription for a year for a small number of users. Our growing company is looking for solutions to standardize how we support our clients as they use our products. Our management team is also looking for a better way to gain insight into the progress made by their teams.
- Customer Service - TaskRay customer service representatives are consistently responsive, insightful and professional
- Salesforce Integration - TaskRay is based in Salesforce, and is easy to install and customize, if you already know Salesforce
- Easy to Use - With a quick start walk through for any first time users, TaskRay quickly educates employees on the core functions.
- Reporting - It was difficult for us to incorporate all the data points we wanted into a single high level report for our management team.
26.428571428571427%
2.6
N/A
N/A
- Positive - We gained a thorough understanding of our current process and what exactly our "best practices" are.
- EPM,Smartsheet
We are still in our year long evaluation process. But TaskRay has been the easiest, and most successfully adopted tool so far. Even if we do not end up choosing TaskRay, I do not regret implementing the system or the experience working with the team at TaskRay.
The only reason we may not end up going with TaskRay is lack of templates and slightly stunted reporting features (this is mainly due to Salesforce limitations). Our organization is growing so quickly, we need to consider tools that are better able to regiment processes in a larger group of Customer Service Representatives and give management more detailed insight into those activities.
The only reason we may not end up going with TaskRay is lack of templates and slightly stunted reporting features (this is mainly due to Salesforce limitations). Our organization is growing so quickly, we need to consider tools that are better able to regiment processes in a larger group of Customer Service Representatives and give management more detailed insight into those activities.