TaskRay
6.4/10TaskRay is a Salesforce-native project management app that helps post-sale teams run customer onboarding, implementations, and installations inside Salesforce.
Data last updated November 2026 · Our methodology
Overview
TaskRay is a project and work management application that runs natively inside Salesforce. It is built for post-sale teams that pick up a customer once a deal closes and run onboarding, implementation, or installation projects. Because it lives on the Salesforce platform, projects, tasks, and resources sit next to CRM records. Teams use reusable templates that they clone for each new customer. Project views include Kanban, Plan, Row, Calendar, My Work, and, from the Standard tier, a Spreadsheet view. Planning features include checklists, milestones, dependencies, repeating tasks, baselines, and portfolio views. Higher tiers add timers and timesheets, resource assignment, a Resource Planner, capacity and utilization tracking, and resource forecasting. Collaboration Connect and Collaboration Hub let teams work with external customers. TaskRay sells three tiers, Starter, Standard, and Premium, but publishes no prices, so buyers must talk to sales. Support comes in separate annual tiers: free Standard support, plus paid Standard Plus and Elite. Onboarding and implementation services are also sold separately. Reviewers on G2 and Capterra rate it about 4.3 out of 5 and mostly praise the Salesforce integration and the support team. The main limitation is the Salesforce dependency itself. You need a Salesforce org, staff who don't know Salesforce find it harder to adopt, and some users describe the interface as slower than standalone project tools.
Our Rating
Who TaskRay is best for
Good fit
Resource planning, portfolio views, and Elite support with a Technical Account Manager suit large Salesforce customers.
- Mid-Market8/10
It fits mid-sized onboarding and services teams that already run on Salesforce.
Implementation projects, timesheets, and resource utilization tracking fit professional services work.
Its customer onboarding templates and Salesforce-native projects suit subscription software firms.
Less suited
- Customer Support Teams6/10
It is built for post-sale onboarding and implementation teams working inside Salesforce.
It has resource planning, capacity tracking and portfolio views for delivery operations.
Projects sit next to opportunity records for handoff after the sale, but the focus is post-sale work.
It requires a Salesforce subscription and sales-led pricing, which makes it heavy for small teams.
It needs a Salesforce org and has no published prices.
It is sold to Salesforce-based teams, and no individual plan or published price exists.
Pros & Cons
Pros
- It runs natively in Salesforce, so project work sits next to account and opportunity data and teams re-enter less data.
- Teams can clone templates for each new customer, which keeps onboarding consistent.
- Reviewers praise the customer support, and a free Standard support tier comes with every license.
- Higher tiers include detailed resource management, such as capacity, utilization, and forecasting.
Cons
- It requires an existing Salesforce org, so teams outside the Salesforce ecosystem can't use it.
- No prices are published for any tier, so buyers must contact sales for a quote.
- Reviewers report a steep learning curve for staff who don't know Salesforce.
- Some users say it feels slower than standalone project tools because of Salesforce platform latency.
Key Features
TaskRay Pricing
Premium
- Custom task weighting
- Everything in Standard
- Resource analytics and forecasting
- Advanced Scheduler and Template Migration
- Resource Planner, capacity and utilization
Standard
- Timer and timesheet
- Everything in Starter
- Collaboration Connect and Collaboration Hub
- Resource and role assignment, historical utilization
- Spreadsheet view, portfolio, baselines, project insights
Starter
- Dynamic Team Builder
- Templates and automation
- Basic reports and dashboards
- Kanban, Plan, Row, Calendar and My Work views
- Checklists, milestones, dependencies, repeating tasks
Frequently Asked Questions
Yes. TaskRay is a native Salesforce application that runs inside your Salesforce org.
TaskRay does not publish prices for its Starter, Standard, or Premium tiers. You have to talk to sales for a quote.
Standard support is free and includes email support, case logging, and webinars. Standard Plus and Elite support are paid annual add-ons.
No. Onboarding and implementation are sold separately through Onboarding Plans, and TaskRay also recommends Salesforce consulting partners for build-outs.
Yes. The Standard tier and above include Collaboration Connect and Collaboration Hub for working with external customers.
Support plans are annual and billed with your license renewal. You must give notice of cancellation before the next renewal date.
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