New TaskRay customer, but loving it so far
Leah Sevey | TrustRadius Reviewer
November 30, 2018

New TaskRay customer, but loving it so far

Score 9 out of 10
Vetted Review
Verified User
Review Source

Overall Satisfaction with TaskRay

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.
  • 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.
Because TaskRay is integrated with Salesforce, we can automatically pull account information needed for a template. We love that we don't have to log into another software solution and everything is in one place. There is a mobile app and we can share tasks with reps who don't have a license as read-only. Our organization utilizes a lot of templates and forms and it would be nice if we could share these externally with customers instead of using something like Google Docs.

TaskRay Feature Ratings

Task Management
10
Resource Management
7
Gantt Charts
10
Scheduling
10
Workflow Automation
9
Team Collaboration
9
Support for Agile Methodology
9
Support for Waterfall Methodology
Not Rated
Document Management
3
Email integration
9
Mobile Access
9
Timesheet Tracking
Not Rated
Change request and Case Management
Not Rated
Budget and Expense Management
Not Rated
Quotes/estimates
Not Rated
Project & financial reporting
9
Integration with accounting software
Not Rated