Capterra’s researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology. Learn more.
Capterra carefully verified over 2 million reviews to bring you authentic software and services experiences from real users. Our human moderators verify that reviewers are real people and that reviews are authentic. They use leading tech to analyze text quality and to detect plagiarism and generative AI. Learn more.
Capterra lists all providers across its website—not just those that pay us—so that users can make informed purchase decisions. Capterra is free for users. Software and service providers pay us for sponsored profiles to receive web traffic and sales opportunities. Sponsored profiles include a link-out icon that takes users to the provider’s website. Learn more.
TaskRay is the first-class solution for onboarding customers at scale in Salesforce. If you have customers you sell to using Salesforce, TaskRay help get them onboarded faster and more efficiently.
Customer onboarding tool that assists midsize to large enterprises with implementing plans in Salesforce and embedding projects in CRM accounts.
Great experience with the platform, the integration is seamless and easy and the customer support is superb.
It can be glitchy sometimes and has some weird quirks.
It is really nice being able to customize work tasks by assigning it to different and/or multiple people. It is super easy to change the status of the tasks too.
Hard to set up dependencies without shifting all dates.
I like how you can visually see where you are in a project and that it adapts based off when tasks are accomplished.
It might be the way it’s set up for my office, but it’s really tricky to learn because it can do so much. I can never find what I’m looking for, and our team is not using it the same way.
TaskRay is great for collaborating on projects and keeping track of the tasks to get the work done. Chatter is a handy way to share info with teammates on progress.
I don't like that there when there are multiple duties, you have to scroll over on the screen to see what stage of the process they are in.
I really like the templates and reporting ability. Being able to auto assign tasks out to individuals on the opportunity team based on roles gives each member a good indication of their to do list.
Building the plans and connecting preceding tasks is difficult. Also cumbersome when need to change multiple dates.
I love how you can easily drag a task and move it to the appropriate place. Also, I love the flexibility of it to create your own board.
Difficulty of setting up, requires lot of customer service intervention.
It was implemented at work and I like it very much, it was easy to use. Support is great and very helpful online team.
And all the glitches when you try to drag on drop. The way that you make a list boards is not very user friendly.
Taskfeed has been a great help to our team. It helps us keep projects on-schedule by clearly showing completed and outstanding tasks.
Prioritize real-user-identified key features according to your needs to find your best fit.
TaskRay
Precursive OBX
Top FeaturesTaskRay
--
Precursive OBX
--
Talk with a software expert for free. Get a list of software that’s great for you in less than 15 minutes.
Products similar to those you're currently comparing: