# TaskRay Software Pricing, Alternatives & More 2026 | Capterra > With the help of Capterra, learn about TaskRay Software - reviews, pricing plans, popular comparisons to other Project Management products and more. Source: https://www.capterra.com/p/149604/TaskRay --- # TaskRay Software Review 2026: Features, Integrations, Pros & Cons Last updated on March 13, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) TaskRay ## What is TaskRay? TaskRay is an enterprise-class solution for onboarding customers at scale in Salesforce. TaskRay helps businesses onboard customers faster and more efficiently. TaskRay's templating and automation functions help high tech, SaaS, Wealth Management, Manufacturing, and Franchising businesses build systems that scale - whether they have 100 customers or 10,000 customers. And, TaskRay also functions wonderfully as a full-suite project management solution. ## What is TaskRay used for? [Project Management](https://www.capterra.com/project-management-software/)[Task Management](https://www.capterra.com/task-management-software/)[Client Onboarding](https://www.capterra.com/client-onboarding-software/) Top alternative Featured Overall rating Based on 20 user reviews Reviews sentiment Positive 90% Neutral 5% Negative 5% Starting price $25 Per Feature, Per Month Free trial available Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for TaskRay?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=http://bracketlabs.com/&name=TaskRay) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### TaskRay 4.3 (20) VS. [4.6 (5,720)](https://www.capterra.com/p/147657/monday-com/reviews/) Starting Price $25 Per Feature, Per Month Starting Price $9 Per User, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 3.9 (19) Ease Of Use 4.5 (5,671) Value For Money 4.0 (15) Value For Money 4.3 (4,311) Customer Service 4.3 (16) Customer Service 4.4 (4,113) ## TaskRay alternatives [4.2 (983)](https://www.capterra.com/p/113540/Bitrix24/reviews/) Starting price $61.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 82% of reviewers rated it above 4 stars [4.4 (15,309)](https://www.capterra.com/p/19319/JIRA/reviews/) Starting price $7.91 Per User, Per Month Pricing Options Free Trial Free Version User Rating 91% of reviewers rated it above 4 stars Highest Rated [4.7 (561)](https://www.capterra.com/p/144020/Aha/reviews/) Starting price $59.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 96% of reviewers rated it above 4 stars [4.7 (149)](https://www.capterra.com/p/169009/GoodDay/reviews/) Starting price $6.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 94% of reviewers rated it above 4 stars ## Features Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically. Collaboration Tools 5.0 (1) 0.00% of 1 reviewers that rated this feature as important or highly important Provides a channel for team members to share media files, communicate, and work together File Sharing 3.0 (1) 0.00% of 1 reviewers that rated this feature as important or highly important Public or private sharing of digital files such as documents, audio/video, images, and more Gantt/Timeline View 5.0 (1) 0.00% of 1 reviewers that rated this feature as important or highly important Visual representation of project's schedule, sequence and duration of tasks, benchmarks and dependencies Kanban Board 5.0 (1) 0.00% of 1 reviewers that rated this feature as important or highly important Visualization tool to organize and optimize tasks and track their status at every stage of workflow Prioritization 5.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Arrange tasks based on the level of priority or urgency Reporting/Project Tracking 5.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Track task progress, milestones, delays, or other key information and generate reports on them for evaluation TaskRay 42 features Iterative project Management approach that involves technologies such as Kanban, Scrum, XP, APF, XPM and more Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Application programming interface that allows for integration with other systems/databases Assign issues and tasks based on availability or required skills Track and manage schedules and meetings via an integrated calendar An itemized to do list that can be edited as tasks are completed Manage contact details and communication with clients Private online space that lets businesses securely share documents and provide information access to clients Provides a channel for team members to share media files, communicate, and work together Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system Initiate interactions with customers by proactively starting conversations or providing informational content Store and organize information about customers and previous interactions Pre-designed layouts that can be customized to match preferences and requirements Assembly of graphs and charts for visualizing and tracking statistics/metrics Specify or track the date/time a project, task, etc., is due for completion Assemble applications and processes by dragging over and arranging pre-built components Public or private sharing of digital files such as documents, audio/video, images, and more Visual representation of project's schedule, sequence and duration of tasks, benchmarks and dependencies Visualization tool to organize and optimize tasks and track their status at every stage of workflow Monitor task progress and planned accomplishments to better manage project status Ability to handle several projects simultaneously Process of familiarizing new clients, stakeholders or employees with the company, a new location, or a service Level of completion within a task Overview of all programs that help compare initiatives, align projects with strategic goals and identify risk Arrange tasks based on the level of priority or urgency Defining the project's scope, deliverables, schedules, resources, budget, critical path, dependencies and constraints Pre-designed project plans that can be customized Measure time to completion or hours worked for projects Create, manage, or update project workflows. Estimate or forecast of a future scenario based on the study of present trends Set the frequency of a task's occurrence Track task progress, milestones, delays, or other key information and generate reports on them for evaluation Process of planning, scheduling and executing the optimal and effective use of human capital across projects Create, manage and track all task activities and progression Track the status and progress of tasks Track and manage the scheduling of tasks Sample files or documents that could be customized as needed or used as is Log and record hours worked and costs spent to assist in billing and invoicing Measure and track time including hours worked and paid time off (PTO) A digital list of items that need to be completed Sequential approach (i.e. Waterfall) in which users break down and plan an entire project before the launch Track and interpret metrics on the usage of company resources Get Advice We can help you find the software with the features you need. Features 4.1 (19) 4.1 Based on 19 reviews ## Pricing Value for money 4.0 (15) Free Trial Basic $25.00 Per Feature,Per Month Value for money 4.0 (15) 4.0 Based on 15 reviews ## Integrations [ Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/) Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 4.3 (16) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 4.3 (16) 4.3 Based on 16 reviews ## User reviews Overall rating 4.3 Based on 20 reviews Filter by rating 5(10) 4(8) 3(1) 2(1) 1(0) Mentioned topic Sorted by most recent RH Rob H. Salesforce Manager Information Technology and Services ### "Salesforce Project Management platform" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 7/10 November 7, 2023 Pros Built and integrated onto our Salesforce platfrom for project delivery. Its a large feature rich platfrom for complex business reuqirments and helps us deliver a significant volume of projects. Cons Complex and expensive, its not a simple solution, but built more for large complex business needs. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. AT Alana T. Director of Operations Education Management ### "Genius Product - Ease of Use Could be worked on" 5.0 Overall Rating 5.0 5.0 Ease of Use 3.0 3.0 Features 3.0 3.0 Customer Service 5.0 5.0 Likelihood to Recommend 6/10 June 13, 2022 Pros I like how you can visually see where you are in a project and that it adapts based off when tasks are accomplished. Cons It takes forever to mark an item complete or change a date. It takes a while to get used to. Switched from [monday.com](https://www.capterra.com/p/147657/monday-com/) Monday did not actually provide timelines of our project that were up to date Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Response from Vendor June 21, 2022 Thanks for the review, Alana! We're happy to hear you are enjoying TaskRay and we'll share your feedback with our Product team. AU Anonymous User Salesforce Administrator Telecommunications ### "Amazing Customer Service" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 7/10 February 11, 2021 Great experience with the platform, the integration is seamless and easy and the customer support is superb. Pros The product itself is pretty basic, just allowing better tracking of tasks and projects and allowing for more organization and reporting- however, the customer service is outstanding- people respond ASAP and always get the issue resolved quickly- I've never had a ticket open longer than a day or 2 with TaskRay. Cons I don't think the user interface is super user friendly, sometimes it can look a little overwhelming but overall its not bad Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. TL TRANG L. Implementation Project Manager Information Technology and Services ### "Lacking in a PM tool" 3.0 Overall Rating 3.0 3.0 Ease of Use 3.0 3.0 Features 2.0 2.0 Customer Service 2.0 2.0 Likelihood to Recommend 2/10 September 18, 2019 Being able to see all projects and tasks in one application. The value of this is that upper management can see where everything is without having to come ask the PM's where the project is. Issue is, upper management doesn't know how to use it, so they still have to come and ask the PM's. Pros Easy to add projects and cloning. Good to be able to see all projects and tasks in one application. Integrated with SalesForce, so I don't have to open multiple apps, just moving form screen to screen. Cons Hard to set up dependencies without shifting all dates. A lot of glitches. No answer to glitches, so there is a lot of workarounds that you have to do. It would be great if you are changing dates, that you can change a bunch of dates at once, instead of individually. For instance, you have 5 tasks that are all due on the same day, would be nice if you can highlight the 5 tasks and change the dates all at once instead of individually. Very time consuming if you have 100 tasks across subprojects that need to change. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Max P. Manager, Professional Services & IT Computer Software ### "Only Reason to use this is because it is integrated into Salesforce" 4.0 Overall Rating 4.0 4.0 Ease of Use 3.0 3.0 Features 3.0 3.0 Customer Service 0.0 0.0 Likelihood to Recommend 5/10 June 27, 2019 I try not to use this very much. We use it for customer project planning and export the pdf or share with customer. It is not very helpful for much else. Pros The highlight of this software is that the it is integrated into Salesforce well. The only reason we went with this software is because our SalesForce admin said this is the gantt charting software is the only one we could get on SalesForce. Cons The UI is very clunky. To edit any of the times, settings, you have to go to a settings menu to make changes. You can drag around the time lines but everything else is in a clunky menu. Switched from [Gantter](https://www.capterra.com/p/132639/Gantter/) Gantter now charges on Gsuite our admin has told us and management wanted a gantt chart that worked in SalesForce. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. PL Patrick L. Project Coordinator Restaurants ### "Taskray for workflow" 4.0 Overall Rating 4.0 4.0 Ease of Use 3.0 3.0 Features 5.0 5.0 Customer Service 0.0 0.0 Likelihood to Recommend 7/10 June 19, 2019 Taskray has helped keep me organized and on track daily. it does schedule things really well Pros Taskray helps keep your day very organized and has great customizability Cons It can be glitchy sometimes and has some weird quirks Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. WG William G. Social Enterprise Analyst/Zero Waste Events Manager Environmental Services ### "A feature-rich project management solution for Salesforce" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 January 22, 2019 The integration between TaskRay and Salesforce is pretty seamless, but we've had to adapt our sales pipeline a bit. So far, this is working pretty well, but the moment of truth will be further into the event/project planning season, when our team of 2 will be managing about 30-50 projects simultaneously.... Pros I like that it combines a lot of PM features in a flexible interface that pretty seamlessly integrates with the CRM features of Salesforce. Cons There's a bit of a learning curve to tailoring TaskRay and Salesforce to our project management needs, but thanks to a wealth of information on the TaskRay website and a responsive support team, we are off to managing over 100 event and consulting projects for the 2019 calendar year...phew! Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. AU Anonymous User Marketing & Account Management Financial Services ### "Good for tracking work, overwhelming to get used to" 4.0 Overall Rating 4.0 4.0 Ease of Use 2.0 2.0 Features 3.0 3.0 Customer Service 0.0 0.0 Likelihood to Recommend 3/10 November 9, 2018 Pros 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. Cons 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. That means we aren’t consistent and it’s not as useful as it could be. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. BS Bob S. Consultant Information Technology and Services ### "" 2.0 Overall Rating 2.0 2.0 Ease of Use 0.0 0.0 Features 0.0 0.0 Customer Service 0.0 0.0 Likelihood to Recommend 0/10 September 20, 2018 Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. JW Jim W. Analyst Health, Wellness and Fitness ### "We use task ray for project management. " 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 4.0 4.0 Likelihood to Recommend 8/10 July 23, 2018 Ability to track the progress of projects and efficiency of tasks by members of the team. Pros I like that it is compatible with salesforce and that you can easily track your time being spent on each task of a project. Cons It isn't the easiest on the eyes. The layout of the software could be more aesthetic which would allow for better and more efficient usage. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. 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