Compare Moxo and TaskRay 
Featured Products
At a Glance
Market Segments
Small-Business (81.2% of reviews)
Mid-Market (49.4% of reviews)
Entry-Level Pricing
No pricing available
Contact Us 1 User Per Month
Moxo
Star Rating
(194)4.5 out of 5
Market Segments
Small-Business (81.2% of reviews)
Pros & Cons
Entry-Level Pricing
No pricing available
Learn more about MoxoTaskRay
Star Rating
(161)4.3 out of 5
Market Segments
Mid-Market (49.4% of reviews)
Pros & Cons
Entry-Level Pricing
Contact Us 1 User Per Month
Free Trial is available
Browse all 3 pricing plansSummary
AI Generated Summary
AI-generated. Powered by real user reviews.
- G2 reviewers report that Moxo excels in user experience, with a user-friendly design that allows for extensive customization of forms and notifications. This has been particularly valuable for teams looking to enhance client interactions, as noted by users who appreciate the responsive customer support that accompanies these features.
- Users say that TaskRay shines in its integration with Salesforce, which facilitates seamless project management and real-time data access. Reviewers highlight the ability to visualize projects through various views like Kanban boards and calendars, making it easier to oversee diverse projects effectively.
- According to verified reviews, Moxo outperforms TaskRay in terms of support quality, with users praising Moxo's customer service as highly responsive and helpful. This level of support contributes to a more satisfying overall experience, especially for small businesses that may require more hands-on assistance.
- Reviewers mention that while TaskRay offers robust project management capabilities, it faces challenges in setup and configuration, with some users noting that the onboarding process can be less intuitive compared to Moxo's streamlined approach. This can impact the initial user experience for teams looking to get started quickly.
- G2 reviewers highlight that Moxo's features for engagement and collaboration are particularly strong, with tools designed to enhance team interaction and client communication. Users have expressed delight in how thoughtfully Moxo's functionalities are tailored to meet their specific needs, which can lead to improved project outcomes.
- Users say that TaskRay's automation features, such as pre-built templates for recurring tasks, are beneficial for reducing manual effort. However, some users feel that Moxo's broader range of functions and capabilities provides a more comprehensive solution for managing client relationships and workflows.
Pricing
Entry-Level Pricing
Moxo
No pricing availableTaskRay
Starter
Contact Us
1 User Per Month
Standardize processes and manage your team’s work in one place
- Project Views
- Work Management
- Templates & Automation
Free Trial
Moxo
Free Trial is available
TaskRay
Free Trial is available
Ratings
Meets Requirements
8.5
165
8.5
131
Ease of Use
8.9
168
8.3
131
Ease of Setup
8.8
130
7.5
92
Ease of Admin
8.8
124
8.2
92
Quality of Support
9.5
162
8.9
122
Has the product been a good partner in doing business?
9.5
121
9.1
86
Product Direction (% positive)
9.2
168
8.4
129
Features by Category
Tasks
Not enough data
8.5
31
Not enough data
8.8
31
Not enough data
8.2
30
Not enough data
8.2
26
Not enough data
7.6
30
Not enough data
6.4
25
Not enough data
8.3
31
Not enough data
7.1
26
Projects
Not enough data
7.9
31
Not enough data
8.0
30
Not enough data
7.9
28
Not enough data
7.0
29
Not enough data
8.1
30
Not enough data
5.9
19
Not enough data
6.7
23
Not enough data
7.4
29
Not enough data
6.8
19
Not enough data
7.0
22
Not enough data
6.3
17
Resource Management
Not enough data
6.3
21
Not enough data
6.6
21
Not enough data
7.2
24
Project Monitoring
Not enough data
7.0
21
Not enough data
6.8
18
Not enough data
8.0
22
Generative AI
Not enough data
Feature Not Available
Not enough data
Feature Not Available
Agentic AI - Project Management
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Setup
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Management
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Generative AI
Not enough data
Not enough data
Agentic AI - Workflow Management
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Channels
8.4
63
Not enough data
8.4
56
Not enough data
Feature Not Available
Not enough data
Design
8.8
62
Not enough data
8.4
61
Not enough data
8.6
72
Not enough data
8.5
60
Not enough data
8.6
59
Not enough data
Generative AI
Feature Not Available
Not enough data
Feature Not Available
Not enough data
Planning
Not enough data
6.7
8
Not enough data
6.7
9
Not enough data
7.2
10
Optimization
Not enough data
7.5
10
Not enough data
6.3
9
Not enough data
6.5
8
Content
8.7
90
Not enough data
8.5
71
Not enough data
8.8
87
Not enough data
8.9
94
Not enough data
8.8
78
Not enough data
Collaboration
7.8
71
Not enough data
8.9
97
Not enough data
8.5
85
Not enough data
7.8
71
Not enough data
7.7
64
Not enough data
9.0
88
Not enough data
Task Creation
Not enough data
8.8
25
Not enough data
8.7
26
Not enough data
8.6
27
Not enough data
7.2
19
Task Management
Not enough data
8.2
19
Not enough data
8.1
20
Not enough data
8.0
22
Not enough data
8.3
15
Generative AI
Not enough data
Feature Not Available
Not enough data
Feature Not Available
Automation
Not enough data
7.5
14
Not enough data
8.2
15
Not enough data
7.8
13
Administration
Not enough data
8.2
16
Not enough data
7.7
15
Not enough data
8.8
15
Project management
Not enough data
7.9
16
Not enough data
7.9
15
Not enough data
8.2
17
Not enough data
8.4
16
Not enough data
7.5
17
Not enough data
7.9
14
Not enough data
7.9
16
Workload
Not enough data
7.5
12
Not enough data
7.4
12
Not enough data
7.4
14
Not enough data
7.1
14
Communication & Collaboration
Not enough data
6.9
15
Not enough data
6.9
14
Not enough data
7.7
16
Cost Management
Not enough data
6.0
10
Not enough data
6.5
14
Not enough data
5.7
9
Integration
Not enough data
6.4
12
Not enough data
6.4
11
Not enough data
6.3
10
Generative AI
Not enough data
Feature Not Available
Not enough data
Feature Not Available
Agentic AI - Work Management
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Onboarding Setup
9.1
70
7.9
11
8.9
67
8.3
14
8.7
68
7.7
14
Project Tracking
8.4
57
8.0
14
Feature Not Available
7.9
8
9.1
63
7.1
11
9.0
66
8.8
13
8.4
56
8.3
11
Customer Engagement
9.3
71
7.5
10
9.0
69
7.0
11
8.8
69
7.2
10
8.9
64
7.9
12
8.8
69
7.7
11
Generative AI
Not enough data
Not enough data
Not enough data
Not enough data
Process Management
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Customization
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Collaboration
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Agentic AI - Business Process Management
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Process Development
Not enough data
Not enough data
Functionality - Process Orchestration
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Integration & Adaptability - Process Orchestration
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Agentic AI - Salesforce AppExchange Apps
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Workflow Design & Integration - AI Orchestration
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Performance Optimization & Analytics - AI Orchestration
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Governance & Compliance Controls - AI Orchestration
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Categories
Categories
Shared Categories
Moxo and TaskRay are categorized as Client Onboarding
Unique Categories
Moxo is categorized as AI Orchestration, Business Process Management, Workflow Management, Client Portal, Customer Communications Management, and Process Orchestration
TaskRay is categorized as Work Management, Resource Management, Task Management, Salesforce AppExchange Apps, and Project Management
Reviews
Reviewers' Company Size
Moxo
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
TaskRay
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Small-Business
(50 or fewer emp.)
Mid-Market
(51-1000 emp.)
Enterprise
(> 1000 emp.)
Reviewers' Industry
Financial Services
10.5%
Accounting
8.4%
Marketing and Advertising
8.4%
Real Estate
7.9%
Information Technology and Services
4.7%
Other
60.2%
Computer Software
18.6%
Information Technology and Services
10.9%
Non-Profit Organization Management
7.1%
Internet
5.8%
Marketing and Advertising
5.1%
Other
52.6%
Discussions
Moxo has no discussions with answers
What is TaskRay used for?
1 Comment
KD
TaskRay is used for managing Projects and the Tasks within them on the Salesforce Platform. It allows Projects to be broken into Task Groups, Tasks, and...Read more
How easy is it to get started with TaskRay?
1 Comment
Official Response from TaskRay
You can get started and be successful with TaskRay within minutes! Its user-friendly interface means it’s efficient to use and learn. Plus, we have great...Read more
Does TaskRay integrate with other Salesforce Apps?
1 Comment
Official Response from TaskRay
Yes, it sure does. Here are just a few of the apps that our customers have integrated with TaskRay: Conga, Drawloop, Docusign, Accounting Seed, GridBuddy,...Read more
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