Compare Planhat and TaskRay 
Featured Products
At a Glance
Market Segments
Mid-Market (61.1% of reviews)
Mid-Market (49.7% of reviews)
Entry-Level Pricing
Custom
Contact Us 1 User Per Month
Planhat
Star Rating
(887)4.5 out of 5
Market Segments
Mid-Market (61.1% of reviews)
Pros & Cons
Entry-Level Pricing
Custom
Learn more about PlanhatTaskRay
Star Rating
(162)4.3 out of 5
Market Segments
Mid-Market (49.7% 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 Planhat excels in providing a clean and intuitive interface, making it easy to track customer health and manage accounts. Users appreciate the customizable dashboards that centralize customer data, which enhances visibility into renewal risks and necessary actions.
- Users say that TaskRay integrates seamlessly with Salesforce, allowing for a robust sales plan and project visualization through various views like Kanban boards and calendar layouts. This integration helps users obtain real-time data for better planning and automates repetitive tasks with pre-built templates.
- According to verified reviews, Planhat's support team receives high praise, with users highlighting the exceptional assistance from team members like Sabrina and Harrison. This level of support contributes to a positive user experience, especially when navigating the platform's features.
- Reviewers mention that while TaskRay offers solid functionality, some users have faced challenges with configuration to match specific workflow needs. However, the platform's automation capabilities help reduce manual effort, which is a significant advantage for managing diverse projects.
- Users highlight that both products have similar scores for ease of setup and administration, indicating that they are relatively straightforward to implement. However, Planhat's recent updates have improved its usability, making it a more attractive option for new users.
- G2 reviewers note that while TaskRay has a strong focus on project management, Planhat's emphasis on customer success metrics and risk visualization provides a more comprehensive tool for account management, making it particularly beneficial for teams focused on customer retention.
Pricing
Entry-Level Pricing
Planhat
From Start-up to Enterprise
Custom
Planhat is priced to fit your company size. You can view details here: https://www.planhat.com/pricing/
TaskRay
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
Planhat
No trial information availableTaskRay
Free Trial is available
Ratings
Meets Requirements
8.6
736
8.5
132
Ease of Use
8.3
744
8.3
132
Ease of Setup
7.5
501
7.5
93
Ease of Admin
8.2
446
8.2
92
Quality of Support
9.2
715
8.9
123
Has the product been a good partner in doing business?
9.3
442
9.1
86
Product Direction (% positive)
9.2
686
8.4
130
Features by Category
Sales Force Automation
8.4
28
Not enough data
7.5
25
Not enough data
7.4
24
Not enough data
8.2
28
Not enough data
6.7
24
Not enough data
8.6
25
Not enough data
7.0
23
Not enough data
6.2
24
Not enough data
6.5
25
Not enough data
Marketing Automation
7.3
27
Not enough data
6.7
26
Not enough data
5.9
25
Not enough data
5.3
25
Not enough data
Customer Support
7.2
27
Not enough data
7.0
28
Not enough data
7.4
28
Not enough data
5.8
24
Not enough data
6.3
24
Not enough data
Reporting & Analytics
7.6
29
Not enough data
7.4
29
Not enough data
7.0
26
Not enough data
Mobile & Social
6.2
24
Not enough data
5.6
23
Not enough data
5.0
23
Not enough data
Platform
8.7
52
Not enough data
8.2
51
Not enough data
8.6
51
Not enough data
7.4
48
Not enough data
5.6
44
Not enough data
6.7
46
Not enough data
8.2
49
Not enough data
7.1
46
Not enough data
Integration
7.7
40
Not enough data
7.8
40
Not enough data
7.4
38
Not enough data
Generative AI
7.0
18
Not enough data
Agentic AI - CRM
6.1
17
Not enough data
6.4
17
Not enough data
6.5
17
Not enough data
5.9
17
Not enough data
6.5
16
Not enough data
6.1
16
Not enough data
6.0
16
Not enough data
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
Customer Information
8.6
556
|
Verified
Not enough data
8.8
549
|
Verified
Not enough data
8.8
560
|
Verified
Not enough data
8.2
545
|
Verified
Not enough data
8.5
513
|
Verified
Not enough data
8.0
489
|
Verified
Not enough data
7.2
420
|
Verified
Not enough data
Predictions
7.9
494
|
Verified
Not enough data
7.4
431
|
Verified
Not enough data
8.3
493
|
Verified
Not enough data
6.6
348
|
Verified
Not enough data
Platform
8.3
545
|
Verified
Not enough data
8.1
517
|
Verified
Not enough data
8.2
489
|
Verified
Not enough data
8.5
496
|
Verified
Not enough data
8.2
521
|
Verified
Not enough data
8.6
518
|
Verified
Not enough data
8.8
508
|
Verified
Not enough data
8.9
475
|
Verified
Not enough data
8.5
518
|
Verified
Not enough data
8.8
521
|
Verified
Not enough data
Generative AI
6.1
170
Not enough data
6.2
173
Not enough data
Agentic AI - Customer Success
6.3
98
Not enough data
6.7
98
Not enough data
6.8
101
Not enough data
6.5
97
Not enough data
6.2
98
Not enough data
Billing and Payments
7.9
80
Not enough data
7.6
68
Not enough data
7.5
74
Not enough data
Revenue Recognition
8.2
97
Not enough data
7.0
69
Not enough data
7.5
74
Not enough data
Revenue Optimization
8.1
103
Not enough data
7.4
78
Not enough data
8.2
106
Not enough data
7.8
92
Not enough data
Product Analytics
8.6
81
Not enough data
8.2
81
Not enough data
8.9
77
Not enough data
7.7
66
Not enough data
8.4
79
Not enough data
8.3
67
Not enough data
8.3
75
Not enough data
8.5
81
Not enough data
Agentic AI - Product Analytics
6.5
19
Not enough data
7.0
18
Not enough data
6.2
17
Not enough data
6.6
18
Not enough data
Behavioral Analytics - Product Analytics
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
Platform Infrastructure - Product Analytics
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
AI driven optimization - Product Analytics
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Data Sourcing
8.2
181
Not enough data
8.4
175
Not enough data
6.4
139
Not enough data
7.3
141
Not enough data
Intelligence
6.3
121
Not enough data
6.5
129
Not enough data
6.5
124
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
Sales Team
7.7
89
Not enough data
7.3
88
Not enough data
8.0
108
Not enough data
Intelligence
7.6
99
Not enough data
7.4
89
Not enough data
7.2
86
Not enough data
Mapping
6.9
84
Not enough data
8.2
99
Not enough data
Agentic AI - Customer Revenue Optimization
7.0
28
Not enough data
7.3
28
Not enough data
7.0
28
Not enough data
7.3
28
Not enough data
6.7
27
Not enough data
7.2
29
Not enough data
Platform Basics
8.0
166
Not enough data
7.9
151
Not enough data
8.2
146
Not enough data
7.7
132
Not enough data
7.8
137
Not enough data
Agentic AI - Customer Journey Mapping
6.4
36
Not enough data
Content
7.2
122
Not enough data
6.8
102
Not enough data
5.7
97
Not enough data
6.2
93
Not enough data
7.1
108
Not enough data
Collaboration
6.5
103
Not enough data
6.3
100
Not enough data
8.0
124
Not enough data
8.0
139
Not enough data
7.3
104
Not enough data
4.7
85
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
8.6
252
7.9
11
8.1
256
8.3
14
8.6
258
7.7
14
Project Tracking
8.2
235
8.0
14
7.7
201
7.9
8
8.0
211
7.1
11
8.4
254
8.8
13
7.9
208
8.3
11
Customer Engagement
7.8
229
7.5
10
8.0
224
7.0
11
7.4
213
7.2
10
8.3
229
7.9
12
8.1
233
7.7
11
Customization - AI Agent Builders
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Functionality - AI Agent Builders
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Data and Analytics - AI Agent Builders
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Integration - AI Agent Builders
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
Functionality
7.6
54
Not enough data
7.4
50
Not enough data
7.5
46
Not enough data
7.2
49
Not enough data
7.2
54
Not enough data
Management
8.1
61
Not enough data
8.3
61
Not enough data
7.2
48
Not enough data
8.2
63
Not enough data
8.1
49
Not enough data
Generative AI
6.4
31
Not enough data
6.6
31
Not enough data
Categories
Categories
Shared Categories
Planhat and TaskRay are categorized as Client Onboarding
Unique Categories
TaskRay is categorized as Work Management, Resource Management, Task Management, Salesforce AppExchange Apps, and Project Management
Reviews
Reviewers' Company Size
Planhat
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
Computer Software
37.7%
Information Technology and Services
18.3%
Marketing and Advertising
7.9%
Education Management
2.5%
E-Learning
2.2%
Other
31.3%
Computer Software
18.5%
Information Technology and Services
10.8%
Non-Profit Organization Management
7.0%
Internet
5.7%
Marketing and Advertising
5.1%
Other
52.9%
Discussions
How long did it take to implement?
2 Comments
PB
6 weeks or so, but most of my time was spent organising our data rather than customising PH itself so it depends on what sort of state your data is in.Read more
What's the best way to manage crossell opportunities on planhat?
1 Comment
Official Response from Planhat
Hi Pedro,
Thanks for your question!
There are several ways to manage cross-sale opportunities in Planhat. Firstly, intelligent triggers and alerts can...Read more
How can I, launch two simultaneos NPScampaings
1 Comment
Official Response from Planhat
Hi Matheus, your CSM will be in touch shortly and help you to set it up :)
Read more
Do I need a Salesforce license to use TaskRay?
1 Comment
Official Response from TaskRay
Yes. TaskRay is a native app built directly within the Salesforce platform. This means it's secure, reliable, very customizable, reportable and easily...Read more
What level Salesforce license do I need for TaskRay?
1 Comment
Official Response from TaskRay
TaskRay works with all Sales and Service Cloud licenses from Professional Edition through Unlimited Edition.Read more
How can I most economically add TaskRay users who are not already Salesforce users?
1 Comment
Official Response from TaskRay
TaskRay also works perfectly with Salesforce Platform license types, such as Employee Apps Starter or Community licenses. (Note: You must have at least...Read more
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