# Planhat vs TaskRay Comparison
---
## AI Generated Summary
- **G2 reviewers report** that Planhat excels in **customization** , allowing users to tailor their data structure extensively. This flexibility is highlighted by users who appreciate the ability to create custom fields and filters that align closely with their operational needs.
- **Users say** that TaskRay provides a strong integration with **Salesforce** , which is a significant advantage for teams already using the platform. Reviewers mention that this integration facilitates seamless project management and reporting, enhancing visibility and structure in their workflows.
- **According to verified reviews** , Planhat's user interface is praised for its **intuitiveness** , making it easy for teams to pull data from various business areas. Users appreciate how it collects essential information and integrates with multiple software tools, streamlining their operations.
- **Reviewers mention** that while TaskRay offers solid project management features, some users find it challenging to configure for specific workflows. Despite this, many highlight its ability to provide clear milestones and standardized project plans, which are crucial for effective project delivery.
- **G2 reviewers highlight** that Planhat's customer support is a strong point, with users noting the value of their Customer Success Managers. This ongoing partnership is seen as a key factor in ensuring ease of use and personalized support for teams.
- **Users report** that both platforms have similar scores for **ease of use** and **setup** , but Planhat edges out slightly in overall satisfaction. TaskRay's users appreciate its flexibility and diverse view options, such as Kanban boards and calendar views, which enhance project visualization.



| | Planhat | TaskRay | 
|---|---|---|
| **Star Rating** | 4.5 out of 5 | 4.3 out of 5 | 
| **Total Reviews** | 926 | 161 | 
| **Largest Market Segment** | Mid-Market (61.0% of reviews) | Mid-Market (49.4% of reviews) | 
| **Entry Level Price** | Custom | Contact Us 1 User Per Month | 

---
## Top Pros & Cons

### Planhat

Pros:
- Ease of Use (172 reviews)
- Customer Support (122 reviews)

Cons:
- Learning Curve (92 reviews)
- Complexity (63 reviews)

### TaskRay

Pros:
- Ease of Use (7 reviews)
- Easy Integration (7 reviews)

Cons:
- Limitations (4 reviews)
- Inefficient Task Management (3 reviews)

---
## Ratings Comparison
| Rating | Planhat | TaskRay | 
|---|---|---|
  | **Meets Requirements** | 8.6 (755 reviews) | 8.5 (131 reviews) | 
  | **Ease of Use** | 8.3 (764 reviews) | 8.3 (131 reviews) | 
  | **Ease of Setup** | 7.5 (520 reviews) | 7.5 (92 reviews) | 
  | **Ease of Admin** | 8.2 (463 reviews) | 8.2 (92 reviews) | 
  | **Quality of Support** | 9.2 (731 reviews) | 8.9 (122 reviews) | 
  | **Has the product been a good partner in doing business?** | 9.3 (460 reviews) | 9.1 (86 reviews) | 
  | **Product Direction (% positive)** | 9.2 (706 reviews) | 8.4 (129 reviews) | 

---
## Pricing

### Planhat

#### Entry-Level Pricing

Plan: From Start-up to Enterprise

Price: Custom

Description: Planhat is priced to fit your company size. You can view details here: https://www.planhat.com/pricing/


[Learn more about Planhat](https://www.g2.com/products/planhat/reviews)

#### Free Trial

No

### TaskRay

#### Entry-Level Pricing

Plan: Starter

Price: Contact Us 1 User Per Month

Description: Standardize processes and manage your team’s work in one place

Key Features:
- Project Views
- Work Management
- Templates & Automation

[Browse all 3 editions](https://www.g2.com/products/taskray/pricing)

#### Free Trial

Yes

---
## Features Comparison By Category

### CRM

| Product | Score | Reviews |
|---|---|---|
| **Planhat** | 7.0/10 | 56 |
| **TaskRay** | N/A | N/A |

#### Sales Force Automation

| Feature | Planhat | TaskRay | 
|---|---|---|
| **Contact & Account Management** | 8.4 (29 reviews) | Not enough data | 
| **Partner Relationship Mgmt. (PRM)** | 7.5 (25 reviews) | Not enough data | 
| **Opportunity & Pipeline Mgmt.** | 7.5 (25 reviews) | Not enough data | 
| **Task / Activity Management** | 8.3 (29 reviews) | Not enough data | 
| **Territory & Quota Management** | 6.7 (24 reviews) | Not enough data | 
| **Desktop Integration** | 8.7 (26 reviews) | Not enough data | 
| **Product & Price List Management** | 7.0 (23 reviews) | Not enough data | 
| **Quote & Order Management** | 6.2 (24 reviews) | Not enough data | 
| **Customer Contract Management** | 6.5 (25 reviews) | Not enough data | 

#### Marketing Automation

| Feature | Planhat | TaskRay | 
|---|---|---|
| **Email Marketing** | 7.4 (28 reviews) | Not enough data | 
| **Campaign Management** | 6.9 (27 reviews) | Not enough data | 
| **Lead Management** | 5.9 (25 reviews) | Not enough data | 
| **Marketing ROI Analytics** | 5.3 (25 reviews) | Not enough data | 

#### Customer Support

| Feature | Planhat | TaskRay | 
|---|---|---|
| **Case Management** | 7.2 (27 reviews) | Not enough data | 
| **Customer Support Portal** | 7.0 (28 reviews) | Not enough data | 
| **Knowledge Base** | 7.4 (28 reviews) | Not enough data | 
| **Call Center Features** | 5.8 (24 reviews) | Not enough data | 
| **Support Analytics** | 6.3 (24 reviews) | Not enough data | 

#### Reporting & Analytics

| Feature | Planhat | TaskRay | 
|---|---|---|
| **Reporting** | 7.7 (30 reviews) | Not enough data | 
| **Dashboards** | 7.5 (30 reviews) | Not enough data | 
| **Forecasting** | 7.0 (26 reviews) | Not enough data | 

#### Mobile & Social

| Feature | Planhat | TaskRay | 
|---|---|---|
| **Social Collaboration Features** | 6.2 (24 reviews) | Not enough data | 
| **Social Network Integration** | 5.6 (23 reviews) | Not enough data | 
| **Mobile User Support** | 5.0 (23 reviews) | Not enough data | 

#### Platform

| Feature | Planhat | TaskRay | 
|---|---|---|
| **Customization** | 8.7 (51 reviews) | Not enough data | 
| **Workflow Capability** | 8.3 (50 reviews) | Not enough data | 
| **User, Role, and Access Management** | 8.6 (50 reviews) | Not enough data | 
| **Internationalization** | 7.4 (47 reviews) | Not enough data | 
| **Sandbox / Test Environments** | 5.6 (44 reviews) | Not enough data | 
| **Document & Content Mgmt.** | 6.7 (46 reviews) | Not enough data | 
| **Performance and Reliability** | 8.3 (48 reviews) | Not enough data | 
| **Output Document Generation** | 7.1 (46 reviews) | Not enough data | 

#### Integration

| Feature | Planhat | TaskRay | 
|---|---|---|
| **Data Import & Export Tools** | 7.7 (40 reviews) | Not enough data | 
| **Integration APIs** | 7.8 (40 reviews) | Not enough data | 
| **Breadth of Partner Applications** | 7.4 (38 reviews) | Not enough data | 

#### Generative AI

| Feature | Planhat | TaskRay | 
|---|---|---|
| **AI Text Generation** | 7.0 (18 reviews) | Not enough data | 

#### Agentic AI - CRM

| Feature | Planhat | TaskRay | 
|---|---|---|
| **Autonomous Task Execution** | 6.1 (17 reviews) | Not enough data | 
| **Multi-step Planning** | 6.4 (17 reviews) | Not enough data | 
| **Cross-system Integration** | 6.7 (18 reviews) | Not enough data | 
| **Adaptive Learning** | 5.9 (17 reviews) | Not enough data | 
| **Natural Language Interaction** | 6.5 (16 reviews) | Not enough data | 
| **Proactive Assistance** | 6.1 (16 reviews) | Not enough data | 
| **Decision Making** | 6.0 (16 reviews) | Not enough data | 

### Project Management

| Product | Score | Reviews |
|---|---|---|
| **Planhat** | N/A | N/A |
| **TaskRay** | 7.4/10 | 33 |

#### Tasks

| Feature | Planhat | TaskRay | 
|---|---|---|
| **Creation & Assignment** | Not enough data | 8.5 (31 reviews) | 
| **Due Dates** | Not enough data | 8.8 (31 reviews) | 
| **Task Prioritization** | Not enough data | 8.2 (30 reviews) | 
| **To-Do Lists** | Not enough data | 8.2 (26 reviews) | 
| **Dependencies** | Not enough data | 7.6 (30 reviews) | 
| **Mass Updates** | Not enough data | 6.4 (25 reviews) | 
| **Drag & Drop** | Not enough data | 8.3 (31 reviews) | 
| **Recurring Tasks** | Not enough data | 7.1 (26 reviews) | 

#### Projects

| Feature | Planhat | TaskRay | 
|---|---|---|
| **Planning** | Not enough data | 7.9 (31 reviews) | 
| **Project Map** | Not enough data | 8.0 (30 reviews) | 
| **GANTT** | Not enough data | 7.9 (28 reviews) | 
| **Calendar View** | Not enough data | 7.0 (29 reviews) | 
| **Views** | Not enough data | 8.1 (30 reviews) | 
| **Project Budgeting** | Not enough data | 5.9 (19 reviews) | 
| **Issue Tracking** | Not enough data | 6.7 (23 reviews) | 
| **Templates** | Not enough data | 7.4 (29 reviews) | 
| **Critical Path** | Not enough data | 6.8 (19 reviews) | 
| **Time & Expense** | Not enough data | 7.0 (22 reviews) | 
| **Methodologies** | Not enough data | 6.3 (17 reviews) | 

#### Resource Management

| Feature | Planhat | TaskRay | 
|---|---|---|
| **Resource Definiton** | Not enough data | 6.3 (21 reviews) | 
| **Capacity** | Not enough data | 6.6 (21 reviews) | 
| **Scheduling** | Not enough data | 7.2 (24 reviews) | 

#### Project Monitoring

| Feature | Planhat | TaskRay | 
|---|---|---|
| **Baselining / KPIs** | Not enough data | 7.0 (21 reviews) | 
| **Resource Allocation** | Not enough data | 6.8 (18 reviews) | 
| **Dashboards** | Not enough data | 8.0 (22 reviews) | 

#### Generative AI

| Feature | Planhat | TaskRay | 
|---|---|---|
| **AI Text Generation** | Not enough data | Feature Not Available | 
| **AI Text Summarization** | Not enough data | Feature Not Available | 

#### Agentic AI - Project Management

| Feature | Planhat | TaskRay | 
|---|---|---|
| **Autonomous Task Execution** | Not enough data | Not enough data | 
| **Multi-step Planning** | Not enough data | Not enough data | 
| **Cross-system Integration** | Not enough data | Not enough data | 
| **Adaptive Learning** | Not enough data | Not enough data | 
| **Natural Language Interaction** | Not enough data | Not enough data | 
| **Proactive Assistance** | Not enough data | Not enough data | 
| **Decision Making** | Not enough data | Not enough data | 

### Customer Success

| Product | Score | Reviews |
|---|---|---|
| **Planhat** | 7.8/10 | 614 |
| **TaskRay** | N/A | N/A |

#### Customer Information

| Feature | Planhat | TaskRay | 
|---|---|---|
| **Customer Health Scores** | 8.7 (566 reviews) ✓ Verified | Not enough data | 
| **Customer Monitoring** | 8.8 (552 reviews) ✓ Verified | Not enough data | 
| **Customer Profiles** | 8.8 (569 reviews) ✓ Verified | Not enough data | 
| **Playbooks** | 8.2 (548 reviews) ✓ Verified | Not enough data | 
| **Customer Segments** | 8.5 (515 reviews) ✓ Verified | Not enough data | 
| **Product Engagement** | 8.0 (494 reviews) ✓ Verified | Not enough data | 
| **Surveys** | 7.2 (422 reviews) ✓ Verified | Not enough data | 

#### Predictions

| Feature | Planhat | TaskRay | 
|---|---|---|
| **Churn Risk** | 7.9 (501 reviews) ✓ Verified | Not enough data | 
| **Upsell Opportunities** | 7.5 (435 reviews) ✓ Verified | Not enough data | 
| **Custom Triggers** | 8.3 (496 reviews) ✓ Verified | Not enough data | 
| **Machine Learning** | 6.7 (350 reviews) ✓ Verified | Not enough data | 

#### Platform

| Feature | Planhat | TaskRay | 
|---|---|---|
| **Reporting & Dashboards** | 8.3 (556 reviews) ✓ Verified | Not enough data | 
| **API & Integrations** | 8.1 (529 reviews) ✓ Verified | Not enough data | 
| **Data Import & Export Tools** | 8.2 (491 reviews) ✓ Verified | Not enough data | 
| **Workflow Capability** | 8.5 (506 reviews) ✓ Verified | Not enough data | 
| **Notifications** | 8.2 (523 reviews) ✓ Verified | Not enough data | 
| **Customization** | 8.6 (532 reviews) ✓ Verified | Not enough data | 
| **Scalability** | 8.8 (513 reviews) ✓ Verified | Not enough data | 
| **Data Security** | 8.9 (475 reviews) ✓ Verified | Not enough data | 
| **Performance & Reliability** | 8.5 (524 reviews) ✓ Verified | Not enough data | 
| **User, Role, and Access Management** | 8.8 (523 reviews) ✓ Verified | Not enough data | 

#### Generative AI

| Feature | Planhat | TaskRay | 
|---|---|---|
| **AI Text Generation** | 6.1 (170 reviews) | Not enough data | 
| **AI Text Summarization** | 6.2 (174 reviews) | Not enough data | 

#### Agentic AI - Customer Success

| Feature | Planhat | TaskRay | 
|---|---|---|
| **Autonomous Task Execution** | 6.3 (98 reviews) | Not enough data | 
| **Multi-step Planning** | 6.7 (98 reviews) | Not enough data | 
| **Cross-system Integration** | 6.8 (101 reviews) | Not enough data | 
| **Natural Language Interaction** | 6.5 (97 reviews) | Not enough data | 
| **Proactive Assistance** | 6.2 (99 reviews) | Not enough data | 

### Subscription Revenue Management

| Product | Score | Reviews |
|---|---|---|
| **Planhat** | 7.7/10 | 125 |
| **TaskRay** | N/A | N/A |

#### Billing and Payments

| Feature | Planhat | TaskRay | 
|---|---|---|
| **Payment Terms** | 7.9 (80 reviews) | Not enough data | 
| **Personalized Billing** | 7.6 (68 reviews) | Not enough data | 
| **Custom Pricing** | 7.5 (74 reviews) | Not enough data | 

#### Revenue Recognition

| Feature | Planhat | TaskRay | 
|---|---|---|
| **Usage Tracking** | 8.2 (97 reviews) | Not enough data | 
| **Deferred Revenue** | 7.0 (69 reviews) | Not enough data | 
| **Revenue Accrual** | 7.5 (74 reviews) | Not enough data | 

#### Revenue Optimization

| Feature | Planhat | TaskRay | 
|---|---|---|
| **At-Risk Customers** | 8.1 (103 reviews) | Not enough data | 
| **Offer Optimization** | 7.4 (78 reviews) | Not enough data | 
| **Customer Churn** | 8.2 (106 reviews) | Not enough data | 
| **Revenue Forecasting** | 7.8 (92 reviews) | Not enough data | 

### Product Analytics

| Product | Score | Reviews |
|---|---|---|
| **Planhat** | 7.8/10 | 88 |
| **TaskRay** | N/A | N/A |

#### Product Analytics

| Feature | Planhat | TaskRay | 
|---|---|---|
| **Account-Level Analytics** | 8.6 (81 reviews) | Not enough data | 
| **User-Level Analytics** | 8.2 (81 reviews) | Not enough data | 
| **Segmentation** | 8.9 (77 reviews) | Not enough data | 
| **Funnels** | 7.7 (66 reviews) | Not enough data | 
| **Alerts** | 8.4 (79 reviews) | Not enough data | 
| **Multi-Product Analytics** | 8.3 (67 reviews) | Not enough data | 
| **User Scoring** | 8.3 (75 reviews) | Not enough data | 
| **Integrations** | 8.5 (81 reviews) | Not enough data | 

#### Agentic AI - Product Analytics

| Feature | Planhat | TaskRay | 
|---|---|---|
| **Autonomous Task Execution** | 6.5 (19 reviews) | Not enough data | 
| **Cross-system Integration** | 7.0 (18 reviews) | Not enough data | 
| **Adaptive Learning** | 6.2 (17 reviews) | Not enough data | 
| **Proactive Assistance** | 6.6 (18 reviews) | Not enough data | 

#### Behavioral Analytics - Product Analytics

| Feature | Planhat | TaskRay | 
|---|---|---|
| **Multi-Product Analytics** | Not enough data | Not enough data | 
| **User level Analytics** | Not enough data | Not enough data | 
| **Account level Analytics** | Not enough data | Not enough data | 
| **Segmentation** | Not enough data | Not enough data | 
| **Funnels** | Not enough data | Not enough data | 

#### Platform Infrastructure - Product Analytics

| Feature | Planhat | TaskRay | 
|---|---|---|
| **Cross System integrations** | Not enough data | Not enough data | 
| **Alerts** | Not enough data | Not enough data | 
| **Integrations** | Not enough data | Not enough data | 

#### AI driven optimization - Product Analytics

| Feature | Planhat | TaskRay | 
|---|---|---|
| **User scoring** | Not enough data | Not enough data | 
| **Adaptive learning** | Not enough data | Not enough data | 
| **Automated insights** | Not enough data | Not enough data | 
| **Autonomous task execution** | Not enough data | Not enough data | 

### Customer Data Platform (CDP)

| Product | Score | Reviews |
|---|---|---|
| **Planhat** | 7.1/10 | 229 |
| **TaskRay** | N/A | N/A |

#### Data Sourcing

| Feature | Planhat | TaskRay | 
|---|---|---|
| **Data Enrichment** | 8.3 (182 reviews) | Not enough data | 
| **Expandability** | 8.4 (175 reviews) | Not enough data | 
| **Content Marketing** | 6.4 (139 reviews) | Not enough data | 
| **Multiple Devices** | 7.3 (141 reviews) | Not enough data | 

#### Intelligence

| Feature | Planhat | TaskRay | 
|---|---|---|
| **Marketing Metrics** | 6.3 (121 reviews) | Not enough data | 
| **Predictive Modeling** | 6.5 (129 reviews) | Not enough data | 
| **Recommendation Engine** | 6.5 (124 reviews) | Not enough data | 

### Resource Management

| Product | Score | Reviews |
|---|---|---|
| **Planhat** | N/A | N/A |
| **TaskRay** | 6.8/10 | 12 |

#### Planning

| Feature | Planhat | TaskRay | 
|---|---|---|
| **Resource Definiton** | Not enough data | 6.7 (8 reviews) | 
| **Capacity** | Not enough data | 6.7 (9 reviews) | 
| **Scheduling** | Not enough data | 7.2 (10 reviews) | 

#### Optimization

| Feature | Planhat | TaskRay | 
|---|---|---|
| **Performance** | Not enough data | 7.5 (10 reviews) | 
| **Forecasting** | Not enough data | 6.3 (9 reviews) | 
| **Corrections** | Not enough data | 6.5 (8 reviews) | 

### Customer Revenue Optimization

| Product | Score | Reviews |
|---|---|---|
| **Planhat** | 7.4/10 | 128 |
| **TaskRay** | N/A | N/A |

#### Sales Team

| Feature | Planhat | TaskRay | 
|---|---|---|
| **Flexible Sales Process** | 7.7 (89 reviews) | Not enough data | 
| **Training Mode** | 7.3 (88 reviews) | Not enough data | 
| **Playbooks** | 8.0 (108 reviews) | Not enough data | 

#### Intelligence

| Feature | Planhat | TaskRay | 
|---|---|---|
| **Opportunity Identification** | 7.6 (99 reviews) | Not enough data | 
| **Zero-touch Renewals** | 7.4 (89 reviews) | Not enough data | 
| **Smart Content** | 7.2 (86 reviews) | Not enough data | 

#### Mapping

| Feature | Planhat | TaskRay | 
|---|---|---|
| **Multiple Org Charts** | 6.9 (84 reviews) | Not enough data | 
| **Stakeholder Roles** | 8.2 (99 reviews) | Not enough data | 

#### Agentic AI - Customer Revenue Optimization

| Feature | Planhat | TaskRay | 
|---|---|---|
| **Autonomous Task Execution** | 7.0 (28 reviews) | Not enough data | 
| **Cross-system Integration** | 7.3 (28 reviews) | Not enough data | 
| **Adaptive Learning** | 7.0 (28 reviews) | Not enough data | 
| **Natural Language Interaction** | 7.3 (28 reviews) | Not enough data | 
| **Proactive Assistance** | 6.7 (27 reviews) | Not enough data | 
| **Decision Making** | 7.2 (29 reviews) | Not enough data | 

### Customer Journey Mapping

| Product | Score | Reviews |
|---|---|---|
| **Planhat** | 7.7/10 | 179 |
| **TaskRay** | N/A | N/A |

#### Platform Basics

| Feature | Planhat | TaskRay | 
|---|---|---|
| **Templates** | 8.0 (167 reviews) | Not enough data | 
| **Exporting** | 7.9 (152 reviews) | Not enough data | 
| **Multi-user Access and Collaboration** | 8.2 (146 reviews) | Not enough data | 
| **Multiple Personas** | 7.7 (132 reviews) | Not enough data | 
| **Data Analytics ** | 7.8 (137 reviews) | Not enough data | 

#### Agentic AI - Customer Journey Mapping

| Feature | Planhat | TaskRay | 
|---|---|---|
| **Autonomous Task Execution** | 6.4 (36 reviews) | Not enough data | 

### Client Portal

| Product | Score | Reviews |
|---|---|---|
| **Planhat** | 6.7/10 | 161 |
| **TaskRay** | N/A | N/A |

#### Content

| Feature | Planhat | TaskRay | 
|---|---|---|
| **Document Collaboration** | 7.2 (122 reviews) | Not enough data | 
| **Versioning** | 6.8 (102 reviews) | Not enough data | 
| **E-Signature** | 5.7 (97 reviews) | Not enough data | 
| **File Request** | 6.2 (93 reviews) | Not enough data | 
| **Feedback** | 7.1 (108 reviews) | Not enough data | 

#### Collaboration

| Feature | Planhat | TaskRay | 
|---|---|---|
| **Billing and Invoicing** | 6.5 (103 reviews) | Not enough data | 
| **Instant Messaging** | 6.3 (100 reviews) | Not enough data | 
| **Project Management** | 8.0 (124 reviews) | Not enough data | 
| **Analytics** | 8.0 (139 reviews) | Not enough data | 
| **Time Tracking** | 7.3 (104 reviews) | Not enough data | 
| **Mobile Application** | 4.7 (85 reviews) | Not enough data | 

### Task Management

| Product | Score | Reviews |
|---|---|---|
| **Planhat** | N/A | N/A |
| **TaskRay** | 8.2/10 | 27 |

#### Task Creation

| Feature | Planhat | TaskRay | 
|---|---|---|
| **Creation & Assignment** | Not enough data | 8.8 (25 reviews) | 
| **Due Dates** | Not enough data | 8.7 (26 reviews) | 
| **Drag & Drop** | Not enough data | 8.6 (27 reviews) | 
| **Mass Updates** | Not enough data | 7.2 (19 reviews) | 

#### Task Management

| Feature | Planhat | TaskRay | 
|---|---|---|
| **Task Prioritization** | Not enough data | 8.2 (19 reviews) | 
| **To-Do Lists** | Not enough data | 8.1 (20 reviews) | 
| **Dependencies** | Not enough data | 8.0 (22 reviews) | 
| **Recurring Tasks** | Not enough data | 8.3 (15 reviews) | 

#### Generative AI

| Feature | Planhat | TaskRay | 
|---|---|---|
| **AI Text Generation** | Not enough data | Feature Not Available | 
| **AI Text Summarization** | Not enough data | Feature Not Available | 

### Work Management

| Product | Score | Reviews |
|---|---|---|
| **Planhat** | N/A | N/A |
| **TaskRay** | 7.4/10 | 17 |

#### Automation

| Feature | Planhat | TaskRay | 
|---|---|---|
| **Workflows** | Not enough data | 7.5 (14 reviews) | 
| **Customization** | Not enough data | 8.2 (15 reviews) | 
| **Data repository** | Not enough data | 7.8 (13 reviews) | 

#### Administration

| Feature | Planhat | TaskRay | 
|---|---|---|
| **Permissions** | Not enough data | 8.2 (16 reviews) | 
| **Procedures** | Not enough data | 7.7 (15 reviews) | 
| **Remote Work** | Not enough data | 8.8 (15 reviews) | 

#### Project management

| Feature | Planhat | TaskRay | 
|---|---|---|
| **Task Prioritization** | Not enough data | 7.9 (16 reviews) | 
| **Dependencies** | Not enough data | 7.9 (15 reviews) | 
| **Planning** | Not enough data | 8.2 (17 reviews) | 
| **Views** | Not enough data | 8.4 (16 reviews) | 
| **Scheduling** | Not enough data | 7.5 (17 reviews) | 
| **Critical Path** | Not enough data | 7.9 (14 reviews) | 
| **Dashboards** | Not enough data | 7.9 (16 reviews) | 

#### Workload

| Feature | Planhat | TaskRay | 
|---|---|---|
| **Resource Allocation** | Not enough data | 7.5 (12 reviews) | 
| **Workspace** | Not enough data | 7.4 (12 reviews) | 
| **Configuration** | Not enough data | 7.4 (14 reviews) | 
| **Insights** | Not enough data | 7.1 (14 reviews) | 

#### Communication & Collaboration

| Feature | Planhat | TaskRay | 
|---|---|---|
| **Communication Channels** | Not enough data | 6.9 (15 reviews) | 
| **Document Management** | Not enough data | 6.9 (14 reviews) | 
| **Collaboration** | Not enough data | 7.7 (16 reviews) | 

#### Cost Management

| Feature | Planhat | TaskRay | 
|---|---|---|
| **Project Budgeting** | Not enough data | 6.0 (10 reviews) | 
| **Time & Expense** | Not enough data | 6.5 (14 reviews) | 
| **Profitability** | Not enough data | 5.7 (9 reviews) | 

#### Integration

| Feature | Planhat | TaskRay | 
|---|---|---|
| **Front Office** | Not enough data | 6.4 (12 reviews) | 
| **Back Office** | Not enough data | 6.4 (11 reviews) | 
| **External data** | Not enough data | 6.3 (10 reviews) | 

#### Generative AI

| Feature | Planhat | TaskRay | 
|---|---|---|
| **AI Text Generation** | Not enough data | Feature Not Available | 
| **AI Text Summarization** | Not enough data | Feature Not Available | 

#### Agentic AI - Work Management

| Feature | Planhat | TaskRay | 
|---|---|---|
| **Autonomous Task Execution** | Not enough data | Not enough data | 
| **Multi-step Planning** | Not enough data | Not enough data | 
| **Cross-system Integration** | Not enough data | Not enough data | 
| **Natural Language Interaction** | Not enough data | Not enough data | 

### Client Onboarding

| Product | Score | Reviews |
|---|---|---|
| **Planhat** | 8.1/10 | 289 |
| **TaskRay** | 7.8/10 | 16 |

#### Onboarding Setup

| Feature | Planhat | TaskRay | 
|---|---|---|
| **Workflows** | 8.6 (252 reviews) | 7.9 (11 reviews) | 
| **Templates** | 8.1 (256 reviews) | 8.3 (14 reviews) | 
| **Checklists** | 8.6 (258 reviews) | 7.7 (14 reviews) | 

#### Project Tracking

| Feature | Planhat | TaskRay | 
|---|---|---|
| **Monitoring** | 8.2 (235 reviews) | 8.0 (14 reviews) | 
| **Resources** | 7.7 (201 reviews) | 7.9 (8 reviews) | 
| **Content** | 8.0 (211 reviews) | 7.1 (11 reviews) | 
| **Tasks** | 8.4 (255 reviews) | 8.8 (13 reviews) | 
| **Optimization** | 7.9 (208 reviews) | 8.3 (11 reviews) | 

#### Customer Engagement

| Feature | Planhat | TaskRay | 
|---|---|---|
| **Portal** | 7.7 (229 reviews) | 7.5 (10 reviews) | 
| **Engagement** | 8.0 (224 reviews) | 7.0 (11 reviews) | 
| **Branding** | 7.4 (213 reviews) | 7.2 (10 reviews) | 
| **Visibility** | 8.3 (229 reviews) | 7.9 (12 reviews) | 
| **Collaboration** | 8.1 (233 reviews) | 7.7 (11 reviews) | 

### Salesforce AppExchange Apps

| Product | Score | Reviews |
|---|---|---|
| **Planhat** | N/A | N/A |
| **TaskRay** | N/A | N/A |

#### Agentic AI - Salesforce AppExchange Apps

| Feature | Planhat | TaskRay | 
|---|---|---|
| **Autonomous Task Execution** | Not enough data | Not enough data | 
| **Multi-step Planning** | Not enough data | Not enough data | 
| **Cross-system Integration** | Not enough data | Not enough data | 
| **Adaptive Learning** | Not enough data | Not enough data | 
| **Natural Language Interaction** | Not enough data | Not enough data | 
| **Proactive Assistance** | Not enough data | Not enough data | 
| **Decision Making** | Not enough data | Not enough data | 

### Data Quality

| Product | Score | Reviews |
|---|---|---|
| **Planhat** | 7.6/10 | 73 |
| **TaskRay** | N/A | N/A |

#### Functionality

| Feature | Planhat | TaskRay | 
|---|---|---|
| **Identification** | 7.6 (54 reviews) | Not enough data | 
| **Correction** | 7.4 (50 reviews) | Not enough data | 
| **Normalization** | 7.5 (46 reviews) | Not enough data | 
| **Preventative Cleaning** | 7.2 (49 reviews) | Not enough data | 
| **Data Matching** | 7.2 (54 reviews) | Not enough data | 

#### Management

| Feature | Planhat | TaskRay | 
|---|---|---|
| **Reporting** | 8.1 (61 reviews) | Not enough data | 
| **Automation** | 8.4 (62 reviews) | Not enough data | 
| **Quality Audits** | 7.2 (48 reviews) | Not enough data | 
| **Dashboard** | 8.2 (64 reviews) | Not enough data | 
| **Governance** | 8.1 (49 reviews) | Not enough data | 

#### Generative AI

| Feature | Planhat | TaskRay | 
|---|---|---|
| **AI Text Generation** | 6.4 (31 reviews) | Not enough data | 
| **AI Text Summarization** | 6.6 (31 reviews) | Not enough data | 

---
## Categories
**Shared Categories (1):** [Client Onboarding Software](https://www.g2.com/categories/client-onboarding)

**Unique to Planhat (9):** [Client Portal Software](https://www.g2.com/categories/client-portal), [Customer Journey Mapping Tools](https://www.g2.com/categories/customer-journey-mapping), [Customer Revenue Optimization (CRO) Software](https://www.g2.com/categories/customer-revenue-optimization), [Product Analytics Software](https://www.g2.com/categories/product-analytics), [Subscription Revenue Management Software](https://www.g2.com/categories/subscription-revenue-management), [Customer Data Platforms (CDP)](https://www.g2.com/categories/customer-data-platform-cdp), [Customer Success Software](https://www.g2.com/categories/customer-success), [CRM Software](https://www.g2.com/categories/crm), [Data Quality Tools](https://www.g2.com/categories/data-quality)

**Unique to TaskRay (5):** [Work Management Software](https://www.g2.com/categories/work-management), [Resource Management Software](https://www.g2.com/categories/resource-management), [Task Management Software](https://www.g2.com/categories/task-management-software), [Salesforce AppExchange Apps](https://www.g2.com/categories/salesforce-appexchange-apps), [Project Management Software](https://www.g2.com/categories/project-management)


---
## Reviewer Demographics

### By Company Size

| Segment | Planhat | TaskRay | 
|---|---|---|
| **Small-Business** | 32.8% | 42.9% | 
| **Mid-Market** | 61.0% | 49.4% | 
| **Enterprise** | 6.2% | 7.7% | 

### By Industry

#### Planhat

- **Computer Software:** 37.2%
- **Information Technology and Services:** 18.6%
- **Marketing and Advertising:** 8.1%
- **Education Management:** 2.4%
- **E-Learning:** 2.2%
- **Human Resources:** 2.2%
- **Financial Services:** 2.1%
- **Internet:** 2.0%
- **Consumer Services:** 1.8%
- **Computer & Network Security:** 1.7%
- **Other:** 21.7%

#### TaskRay

- **Computer Software:** 18.6%
- **Information Technology and Services:** 10.9%
- **Non-Profit Organization Management:** 7.1%
- **Internet:** 5.8%
- **Marketing and Advertising:** 5.1%
- **Higher Education:** 3.8%
- **Hospital & Health Care:** 3.8%
- **Automotive:** 3.2%
- **Financial Services:** 3.2%
- **Telecommunications:** 3.2%
- **Other:** 35.3%

---
## Alternatives

### Alternatives to Planhat

- [Custify](https://www.g2.com/products/custify/reviews) — 4.7/5 stars (500 reviews)
- [Totango](https://www.g2.com/products/totango/reviews) — 4.3/5 stars (1150 reviews)
- [ChurnZero](https://www.g2.com/products/churnzero/reviews) — 4.7/5 stars (1588 reviews)
- [Catalyst](https://www.g2.com/products/totango-catalyst/reviews) — 4.5/5 stars (659 reviews)
- [ClientSuccess](https://www.g2.com/products/clientsuccess/reviews) — 4.4/5 stars (423 reviews)
- [Vitally](https://www.g2.com/products/vitally/reviews) — 4.5/5 stars (696 reviews)
- [Gainsight Customer Success](https://www.g2.com/products/gainsight-customer-success/reviews) — 4.5/5 stars (1711 reviews)
- [GUIDEcx](https://www.g2.com/products/guidecx/reviews) — 4.6/5 stars (461 reviews)
- [HubSpot Service Hub](https://www.g2.com/products/hubspot-service-hub/reviews) — 4.4/5 stars (2914 reviews)
- [Rocketlane](https://www.g2.com/products/rocketlane-corp/reviews) — 4.7/5 stars (852 reviews)

### Alternatives to TaskRay

- [Asana](https://www.g2.com/products/asana/reviews) — 4.4/5 stars (13635 reviews)
- [monday Work Management](https://www.g2.com/products/monday-com/reviews) — 4.7/5 stars (15370 reviews)
- [GUIDEcx](https://www.g2.com/products/guidecx/reviews) — 4.6/5 stars (461 reviews)
- [Wrike](https://www.g2.com/products/wrike/reviews) — 4.2/5 stars (4529 reviews)
- [Smartsheet](https://www.g2.com/products/smartsheet/reviews) — 4.4/5 stars (22078 reviews)
- [Rocketlane](https://www.g2.com/products/rocketlane-corp/reviews) — 4.7/5 stars (852 reviews)
- [Cloud Coach](https://www.g2.com/products/cloud-coach/reviews) — 4.5/5 stars (175 reviews)
- [Kantata Professional Services Automation (formerly Mavenlink+ Kimble)](https://www.g2.com/products/kantata-professional-services-automation-formerly-mavenlink-kimble/reviews) — 4.2/5 stars (1512 reviews)
- [Microsoft Project & Portfolio Management](https://www.g2.com/products/microsoft-microsoft-project-portfolio-management/reviews) — 4.0/5 stars (1626 reviews)
- [Mission Control](https://www.g2.com/products/mission-control/reviews) — 4.4/5 stars (173 reviews)

---
## Top Discussions

### Planhat

- Title: [How long did it take to implement?](https://www.g2.com/discussions/49802-how-long-did-it-take-to-implement) — 2 comments *(includes official response)*
  > **Top comment:** "Comment deleted by user."
- Title: [It shouldbe good if we can export the changes etc on Playbooks or have a clear idea on NPS score expectations.](https://www.g2.com/discussions/it-shouldbe-good-if-we-can-export-the-changes-etc-on-playbooks-or-have-a-clear-idea-on-nps-score-expectations) — 1 comment, 1 upvote *(includes official response)*
  > **Top comment:** "Hi Martha,

Thanks for your question!

We'd love to understand a bit deeper what you are trying to solve so please feel free to reach out to your CSM..."
- Title: [How can I, launch two simultaneos NPScampaings](https://www.g2.com/discussions/how-can-i-launch-two-simultaneos-npscampaings) — 1 comment, 1 upvote *(includes official response)*
  > **Top comment:** "Hi Matheus, your CSM will be in touch shortly and help you to set it up :)

"
- Title: [What's the best way to manage crossell opportunities on planhat?](https://www.g2.com/discussions/40995-what-s-the-best-way-to-manage-crossell-opportunities-on-planhat) — 1 comment, 1 upvote *(includes official response)*
  > **Top comment:** "Hi Pedro,

Thanks for your question!

There are several ways to manage cross-sale opportunities in Planhat. Firstly, intelligent triggers and alerts can..."

### TaskRay

- Title: [What is TaskRay used for?](https://www.g2.com/discussions/what-is-taskray-used-for) — 1 comment
  > **Top comment:** "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..."
- Title: [How easy is it to get started with TaskRay?](https://www.g2.com/discussions/6707-ease-of-use) — 1 comment, 1 upvote *(includes official response)*
  > **Top comment:** "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..."
- Title: [Does TaskRay integrate with other Salesforce Apps?](https://www.g2.com/discussions/6706-taskray-integrations) — 1 comment, 1 upvote *(includes official response)*
  > **Top comment:** "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,..."
- Title: [TaskRay Reporting](https://www.g2.com/discussions/6705-taskray-reporting) — 1 comment, 1 upvote *(includes official response)*
  > **Top comment:** "Yes, Project Management is most effective when we can gain real time actionable insights. We include a folder of pre-built TaskRay reports when you install..."
- Title: [How can I most economically add TaskRay users who are not already Salesforce users?](https://www.g2.com/discussions/taskray-pricing) — 1 comment, 1 upvote *(includes official response)*
  > **Top comment:** "TaskRay also works perfectly with Salesforce Platform license types, such as Employee Apps Starter or Community licenses. (Note: You must have at least..."

---
**Source:** [G2.com](https://www.g2.com) | [Comparison Page](https://www.g2.com/compare/planhat-vs-taskray)