# Salesforce CRM Dashboards vs TaskRay Comparison | | Salesforce CRM Dashboards | TaskRay | |---|---|---| | **Star Rating** | 4.3 out of 5 | 4.3 out of 5 | | **Total Reviews** | 35 | 161 | | **Largest Market Segment** | Mid-Market (40.0% of reviews) | Mid-Market (49.4% of reviews) | | **Entry Level Price** | No pricing available | Contact Us 1 User Per Month | --- ## Top Pros & Cons ### Salesforce CRM Dashboards **Not enough data** ### TaskRay Pros: - Ease of Use (7 reviews) - Easy Integration (7 reviews) Cons: - Limitations (4 reviews) - Inefficient Task Management (3 reviews) --- ## Ratings Comparison | Rating | Salesforce CRM Dashboards | TaskRay | |---|---|---| | **Meets Requirements** | 9.0 (23 reviews) | 8.5 (131 reviews) | | **Ease of Use** | 8.3 (24 reviews) | 8.3 (131 reviews) | | **Ease of Setup** | 8.1 (9 reviews) | 7.5 (92 reviews) | | **Ease of Admin** | 8.5 (9 reviews) | 8.2 (92 reviews) | | **Quality of Support** | 8.7 (23 reviews) | 8.9 (122 reviews) | | **Has the product been a good partner in doing business?** | 8.3 (9 reviews) | 9.1 (86 reviews) | | **Product Direction (% positive)** | 7.5 (23 reviews) | 8.4 (129 reviews) | --- ## Pricing ### Salesforce CRM Dashboards #### Entry-Level Pricing No pricing available #### Free Trial No information available ### 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 ### Project Management | Product | Score | Reviews | |---|---|---| | **Salesforce CRM Dashboards** | N/A | N/A | | **TaskRay** | 7.4/10 | 33 | #### Tasks | Feature | Salesforce CRM Dashboards | 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 | Salesforce CRM Dashboards | 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 | Salesforce CRM Dashboards | 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 | Salesforce CRM Dashboards | 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 | Salesforce CRM Dashboards | TaskRay | |---|---|---| | **AI Text Generation** | Not enough data | Feature Not Available | | **AI Text Summarization** | Not enough data | Feature Not Available | #### Agentic AI - Project Management | Feature | Salesforce CRM Dashboards | 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 | ### Resource Management | Product | Score | Reviews | |---|---|---| | **Salesforce CRM Dashboards** | N/A | N/A | | **TaskRay** | 6.8/10 | 12 | #### Planning | Feature | Salesforce CRM Dashboards | 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 | Salesforce CRM Dashboards | 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) | ### Task Management | Product | Score | Reviews | |---|---|---| | **Salesforce CRM Dashboards** | N/A | N/A | | **TaskRay** | 8.2/10 | 27 | #### Task Creation | Feature | Salesforce CRM Dashboards | 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 | Salesforce CRM Dashboards | 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 | Salesforce CRM Dashboards | TaskRay | |---|---|---| | **AI Text Generation** | Not enough data | Feature Not Available | | **AI Text Summarization** | Not enough data | Feature Not Available | ### Work Management | Product | Score | Reviews | |---|---|---| | **Salesforce CRM Dashboards** | N/A | N/A | | **TaskRay** | 7.4/10 | 17 | #### Automation | Feature | Salesforce CRM Dashboards | 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 | Salesforce CRM Dashboards | 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 | Salesforce CRM Dashboards | 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 | Salesforce CRM Dashboards | 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 | Salesforce CRM Dashboards | 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 | Salesforce CRM Dashboards | 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 | Salesforce CRM Dashboards | 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 | Salesforce CRM Dashboards | TaskRay | |---|---|---| | **AI Text Generation** | Not enough data | Feature Not Available | | **AI Text Summarization** | Not enough data | Feature Not Available | #### Agentic AI - Work Management | Feature | Salesforce CRM Dashboards | 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 | |---|---|---| | **Salesforce CRM Dashboards** | N/A | N/A | | **TaskRay** | 7.8/10 | 16 | #### Onboarding Setup | Feature | Salesforce CRM Dashboards | TaskRay | |---|---|---| | **Workflows** | Not enough data | 7.9 (11 reviews) | | **Templates** | Not enough data | 8.3 (14 reviews) | | **Checklists** | Not enough data | 7.7 (14 reviews) | #### Project Tracking | Feature | Salesforce CRM Dashboards | TaskRay | |---|---|---| | **Monitoring** | Not enough data | 8.0 (14 reviews) | | **Resources** | Not enough data | 7.9 (8 reviews) | | **Content** | Not enough data | 7.1 (11 reviews) | | **Tasks** | Not enough data | 8.8 (13 reviews) | | **Optimization** | Not enough data | 8.3 (11 reviews) | #### Customer Engagement | Feature | Salesforce CRM Dashboards | TaskRay | |---|---|---| | **Portal** | Not enough data | 7.5 (10 reviews) | | **Engagement** | Not enough data | 7.0 (11 reviews) | | **Branding** | Not enough data | 7.2 (10 reviews) | | **Visibility** | Not enough data | 7.9 (12 reviews) | | **Collaboration** | Not enough data | 7.7 (11 reviews) | ### Salesforce AppExchange Apps | Product | Score | Reviews | |---|---|---| | **Salesforce CRM Dashboards** | N/A | N/A | | **TaskRay** | N/A | N/A | #### Agentic AI - Salesforce AppExchange Apps | Feature | Salesforce CRM Dashboards | 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 | --- ## Categories **Shared Categories (1):** [Salesforce AppExchange Apps](https://www.g2.com/categories/salesforce-appexchange-apps) **Unique to TaskRay (5):** [Client Onboarding Software](https://www.g2.com/categories/client-onboarding), [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), [Project Management Software](https://www.g2.com/categories/project-management) --- ## Reviewer Demographics ### By Company Size | Segment | Salesforce CRM Dashboards | TaskRay | |---|---|---| | **Small-Business** | 36.7% | 42.9% | | **Mid-Market** | 40.0% | 49.4% | | **Enterprise** | 23.3% | 7.7% | ### By Industry #### Salesforce CRM Dashboards - **Information Technology and Services:** 16.7% - **Computer Software:** 10.0% - **Telecommunications:** 10.0% - **Market Research:** 6.7% - **Internet:** 6.7% - **Higher Education:** 6.7% - **Apparel & Fashion:** 6.7% - **Retail:** 3.3% - **Real Estate:** 3.3% - **Non-Profit Organization Management:** 3.3% - **Other:** 26.7% #### 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 TaskRay - [Asana](https://www.g2.com/products/asana/reviews) — 4.4/5 stars (13665 reviews) - [monday Work Management](https://www.g2.com/products/monday-com/reviews) — 4.7/5 stars (15422 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 (4530 reviews) - [Smartsheet](https://www.g2.com/products/smartsheet/reviews) — 4.4/5 stars (22221 reviews) - [Rocketlane](https://www.g2.com/products/rocketlane-corp/reviews) — 4.7/5 stars (855 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 (1627 reviews) - [Mission Control](https://www.g2.com/products/mission-control/reviews) — 4.4/5 stars (173 reviews) --- ## Top Discussions ### Salesforce CRM Dashboards No discussions available for this product. ### 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/salesforce-crm-dashboards-vs-taskray)