TaskRay Pricing Overview

What I like best about TaskRay is how seamlessly it enables collaboration with our customers during Sage Intacct implementations. Because it’s built on Salesforce Experience Cloud, we can bring customers directly into the project workspace to collaborate in real time—task lists, deliverables, due dates, communications, and file sharing are all in one organized, transparent space. Our customers consistently tell us how much they value the clarity and accountability TaskRay provides.

Equally important, TaskRay lives entirely within our Salesforce environment. That means all project data benefits from the same enterprise-grade security, backup, and compliance measures we already have in place, giving us and our clients complete peace of mind.

From a customization perspective, the flexibility is unmatched. We’ve tailored TaskRay screens and workflows for both our staff and customers using standard Salesforce tools like Apex and Flows, and we’ve even automated our entire project setup process. This level of control ensures our implementation methodology is consistent, efficient, and perfectly aligned to each client engagement.

In short, TaskRay combines security, flexibility, and an outstanding customer experience in a way no other project management tool we’ve seen in our nearly 20 years of business has come close to matching. Review collected by and hosted on G2.com.

The only area where we’d like to see improvement is in the flexibility of the out-of-the-box email notifications that go to users for project and task assignments. While they work well, having more direct control over the look and feel of these emails would help us deliver a more branded, tailored communication experience. That said, TaskRay’s support team has been excellent in helping us find workarounds, and we’ve successfully leveraged Salesforce Flows to implement our own custom email templates. It’s a small limitation compared to the overall value the system provides. Review collected by and hosted on G2.com.

TaskRay operates seamlessly with Salesforce, and this ensures no confusion or complex integrations

All the repeated processes have pre-built templates that ensures easy tasks automation

We consistently view tasks projects, and flexible solutions are deployed to ensure more results are delivered

TaskRay has consolidated capacity management, where resources are precisely utilized and no overloads

The internal updates snd collaborations ensures there is transparency

We standardize most of our projects using this software, creating a manageable growth cycle Review collected by and hosted on G2.com.

TaskRay has poor scheduling capabilities, which could make it easy to run projects

The part of access management needs clear set up and support to manage privacy and control access Review collected by and hosted on G2.com.