Compare Process Street and TaskRay 
At a Glance
Market Segments
Small-Business (71.4% of reviews)
Mid-Market (49.7% of reviews)
Entry-Level Pricing
Free Trial Per Month
Contact Us 1 User Per Month
Process Street
Star Rating
(460)4.6 out of 5
Market Segments
Small-Business (71.4% of reviews)
Pros & Cons
Entry-Level Pricing
Free Trial Per Month
Free Trial is available
Browse all 3 pricing plansTaskRay
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 Process Street excels in user experience, with many users appreciating its ability to create detailed step-by-step guides that can be easily updated. This feature helps teams stay organized and ensures that everyone is on the same page, reducing the risk of missing important steps.
- Users say that TaskRay's integration with Salesforce is a standout feature, allowing for seamless project visualization through various views like Kanban boards and calendars. This integration helps teams manage their projects effectively and access real-time data for better planning.
- According to verified reviews, Process Street's customizable workflows and automated checklists significantly enhance productivity. Users highlight how these features streamline workflow requests and simplify information updates, leading to a more efficient task completion process.
- Reviewers mention that while TaskRay offers robust project management capabilities, some users find it challenging to configure for their specific needs. This can lead to a steeper learning curve compared to Process Street, which is noted for its intuitive setup and ease of use.
- G2 reviewers highlight that Process Street's quality of support is notably high, with many users praising the responsiveness and helpfulness of the support team. This contrasts with TaskRay, where users have expressed a desire for more comprehensive support options.
- Users report that TaskRay's pre-built templates facilitate task automation, making it easier to manage repetitive processes. However, Process Street's focus on collaboration and engagement features, such as integrated email notifications, gives it an edge in keeping teams connected and informed.
Pricing
Entry-Level 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
Process Street
Free Trial is available
TaskRay
Free Trial is available
Ratings
Meets Requirements
8.9
352
8.5
132
Ease of Use
8.8
358
8.3
132
Ease of Setup
8.7
224
7.5
93
Ease of Admin
8.8
208
8.2
92
Quality of Support
9.1
282
8.9
123
Has the product been a good partner in doing business?
9.2
192
9.1
86
Product Direction (% positive)
8.7
335
8.4
130
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
8.7
112
Not enough data
8.9
122
Not enough data
8.5
103
Not enough data
8.6
110
Not enough data
Management
8.9
103
Not enough data
8.6
84
Not enough data
8.6
87
Not enough data
Generative AI
7.7
48
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
Platform Basics
Not enough data
Not enough data
Not enough data
Not enough data
Platform Data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Platform Content
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
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
Task Tracking
8.8
104
Not enough data
8.8
109
Not enough data
9.0
113
Not enough data
Checklist Options
8.7
113
Not enough data
8.6
92
Not enough data
8.5
75
Not enough data
Software Availability
8.6
99
Not enough data
8.9
104
Not enough data
7.7
72
Not enough data
9.0
104
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
Nonconformance
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Quality system
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Risk Management
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Inspection Management
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Compliance
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Platform
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Services
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Responses
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Automation - AI Agents
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
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Autonomy - AI Agents
Not enough data
Not enough data
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
Not enough data
Not enough data
Development Tools
9.0
14
Not enough data
8.3
12
Not enough data
9.1
13
Not enough data
Field Tools
6.9
6
Not enough data
7.9
12
Not enough data
7.4
12
Not enough data
7.5
16
Not enough data
Feature Not Available
Not enough data
8.9
16
Not enough data
Back Office Tools
7.6
14
Not enough data
9.0
14
Not enough data
8.1
13
Not enough data
Onboarding Setup
9.2
105
7.9
11
8.7
98
8.3
14
9.1
103
7.7
14
Project Tracking
8.6
89
8.0
14
8.3
80
7.9
8
8.7
89
7.1
11
8.9
98
8.8
13
8.6
89
8.3
11
Customer Engagement
8.1
82
7.5
10
8.4
80
7.0
11
8.1
76
7.2
10
8.5
82
7.9
12
8.5
85
7.7
11
Generative AI
Not enough data
Not enough data
Not enough data
Not enough data
Workflows - Audit 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
Documentation - Audit Management
Not enough data
Not enough data
Not enough data
Not enough data
Reporting & Analytics - Audit 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
Not enough data
Not enough data
Platform AI Features - Policy Management
Not enough data
Not enough data
Not enough data
Not enough data
Generative AI
8.5
12
Not enough data
8.6
11
Not enough data
Process Management
8.8
148
Not enough data
8.3
123
Not enough data
8.7
134
Not enough data
8.2
75
Not enough data
8.3
62
Not enough data
8.5
71
Not enough data
8.3
63
Not enough data
Customization
8.4
97
Not enough data
9.1
146
Not enough data
9.0
129
Not enough data
9.1
90
Not enough data
9.0
74
Not enough data
Collaboration
8.9
139
Not enough data
8.6
104
Not enough data
9.1
136
Not enough data
9.2
129
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
9.1
81
Not enough data
Operational Risk Management
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Business Resilience
Not enough data
Not enough data
Not enough data
Not enough data
Generative AI
Not enough data
Not enough data
Agentic AI - Operational Risk Management
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
User Interface Design
8.9
9
Not enough data
8.3
9
Not enough data
8.8
8
Not enough data
9.4
8
Not enough data
Data Control
7.7
8
Not enough data
7.9
8
Not enough data
9.3
9
Not enough data
Publishing
8.5
9
Not enough data
9.0
8
Not enough data
9.6
8
Not enough data
Agentic AI - No-Code Development Platforms
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Knowledge Base
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Security
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Content
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Communication
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Generative AI - Security Compliance
Not enough data
Not enough data
Not enough data
Not enough data
Agentic AI - AI Agents
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
Categories
Categories
Shared Categories
Process Street and TaskRay are categorized as Client Onboarding
Unique Categories
Process Street is categorized as Business Process Management, Workflow Management, AI Agents For Business Operations, Standard Operating Procedures, Policy Management, HR Compliance, Quality Management (QMS), Audit Management, Operational Risk Management, Security Compliance, No-Code Development Platforms, and Mobile Forms Automation
TaskRay is categorized as Work Management, Resource Management, Task Management, Salesforce AppExchange Apps, and Project Management
Reviews
Reviewers' Company Size
Process Street
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
Real Estate
12.5%
Information Technology and Services
10.3%
Marketing and Advertising
9.2%
Computer Software
8.1%
Financial Services
6.0%
Other
53.9%
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%
Alternatives
Discussions
Has anyone integrated with the CRM application, Insightly?
2 Comments
JG
Sorry, we did not perform any integrations with this product! Process Street is pretty pliable though, I would check with Insighlty to see how deep their...Read more
How do you use Process streets?
2 Comments
KT
I use Process Street to manage my customers' onboarding journey!Read more
What does Process Street do?
2 Comments
SK
It allows your team to share tasks within larger group projects and automates many steps or tasks as well.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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