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Compare Salesforce CRM Dashboards and TaskRay 
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At a Glance
Market Segments
Mid-Market (38.7% of reviews)
Mid-Market (49.7% of reviews)
Entry-Level Pricing
No pricing available
Contact Us 1 User Per Month
Salesforce CRM Dashboards
Star Rating
(36)4.3 out of 5
Market Segments
Mid-Market (38.7% of reviews)
Pros & Cons
Not enough data
Entry-Level Pricing
No pricing available
Learn more about Salesforce CRM DashboardsTaskRay
Star Rating
(160)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.
- Users report that TaskRay excels in task creation and assignment with a score of 8.8, while Salesforce CRM Dashboards also performs well but slightly lower at 8.3. Reviewers mention that TaskRay's drag-and-drop feature simplifies the process of organizing tasks, making it a favorite among project managers.
- Reviewers mention that TaskRay's automation capabilities, particularly in workflows, score 7.5, which is competitive but not as strong as Salesforce CRM Dashboards' score of 8.5. Users on G2 appreciate Salesforce's robust automation features that streamline repetitive tasks, enhancing overall productivity.
- Users say that TaskRay's project monitoring features, including baselining and KPIs, score 6.8, indicating room for improvement. In contrast, Salesforce CRM Dashboards shines with a score of 7.9, with reviewers highlighting its comprehensive dashboard capabilities that provide real-time insights into project performance.
- G2 users report that TaskRay's resource management features, particularly in scheduling and capacity, score lower at 6.3 and 6.6 respectively. Users mention that Salesforce CRM Dashboards offers better resource allocation tools, making it easier to manage team workloads effectively.
- Reviewers mention that TaskRay's customer engagement features, such as the portal and collaboration tools, score lower at 6.9 and 7.2. In contrast, Salesforce CRM Dashboards is praised for its superior engagement capabilities, which help maintain strong client relationships and improve communication.
- Users report that while both products have similar star ratings, TaskRay's overall user satisfaction is slightly higher in terms of being a good business partner, scoring 9.1 compared to Salesforce's 8.3. Reviewers say that TaskRay's support and responsiveness contribute significantly to their positive experiences.
Pricing
Entry-Level Pricing
Salesforce CRM Dashboards
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
Salesforce CRM Dashboards
No trial information availableTaskRay
Free Trial is available
Ratings
Meets Requirements
9.0
24
8.5
130
Ease of Use
8.3
25
8.4
130
Ease of Setup
8.1
9
7.5
91
Ease of Admin
8.5
9
8.2
91
Quality of Support
8.7
24
8.8
121
Has the product been a good partner in doing business?
8.3
9
9.1
85
Product Direction (% positive)
7.6
24
8.4
128
Features by Category
Tasks
Not enough data
8.4
30
Not enough data
8.8
30
Not enough data
8.2
29
Not enough data
8.2
26
Not enough data
7.5
29
Not enough data
6.4
25
Not enough data
8.3
30
Not enough data
7.1
26
Projects
Not enough data
7.8
30
Not enough data
8.0
30
Not enough data
7.8
27
Not enough data
6.9
28
Not enough data
8.0
29
Not enough data
5.9
19
Not enough data
6.7
23
Not enough data
7.3
28
Not enough data
6.7
18
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
7.1
23
Project Monitoring
Not enough data
6.8
20
Not enough data
6.8
18
Not enough data
7.9
21
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
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 Creation
Not enough data
8.8
25
Not enough data
8.7
25
Not enough data
8.8
26
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
Not enough data
7.9
11
Not enough data
8.2
13
Not enough data
7.6
13
Project Tracking
Not enough data
7.8
13
Not enough data
7.9
8
Not enough data
7.1
11
Not enough data
8.8
12
Not enough data
8.2
10
Customer Engagement
Not enough data
7.2
9
Not enough data
6.7
10
Not enough data
6.9
9
Not enough data
7.7
11
Not enough data
7.5
10
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
Categories
Categories
Shared Categories
Salesforce CRM Dashboards and TaskRay are categorized as Salesforce AppExchange Apps
Unique Categories
Salesforce CRM Dashboards has no unique categories
TaskRay is categorized as Client Onboarding, Work Management, Resource Management, Task Management, and Project Management
Reviews
Reviewers' Company Size
Salesforce CRM Dashboards
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
Information Technology and Services
16.1%
Telecommunications
9.7%
Computer Software
9.7%
Real Estate
6.5%
Market Research
6.5%
Other
51.6%
Computer Software
18.1%
Information Technology and Services
11.0%
Non-Profit Organization Management
7.1%
Internet
5.8%
Marketing and Advertising
5.2%
Other
52.9%
Alternatives
Discussions
Salesforce CRM Dashboards has no discussions with answers
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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