Features by Edition
TaskRay is simply the most robust customer onboarding solution available for Salesforce. Check out our extensive list of useful features.
Starter |
Standard |
Premium |
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$25/user/month You’re just getting started and want to create and/or standardize your onboarding capabilities. |
$40/user/month You’re ready for advanced functionality that will help you take onboarding to the next level. |
$60/user/month You’re scaling and need more capabilities to manage growing teams and complex processes. |
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VIEWS |
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Kanban |
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Plan |
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Row |
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Calendar |
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Spreadsheet |
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My Work |
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WORK MANAGEMENT |
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Checklists |
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Milestones |
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Archiving |
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Dependencies |
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Project Schedules |
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Locked Task Dates |
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Blocked Tasks |
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Repeating Tasks |
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Print/Export |
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Advanced Scheduler |
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TEMPLATES & AUTOMATION |
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Template Projects |
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Template Builder |
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Cloning |
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Template Versioning |
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Stitching |
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Sales & Customer Success Handoffs |
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Customer Onboarding Scores |
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REPORTING & ANALYTICS |
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Basic Reports |
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Basic Dashboards |
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Project Portfolio |
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Template Performance View |
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Project Insights |
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Baselines |
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COLLABORATION* |
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Public Dashboards |
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External Ownership & Completion |
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Customer Feedback Forms |
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Communities |
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TIME TRACKING |
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Timer |
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Timesheet |
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Resource Management |
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Capacity and Utilization |
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Resource Forecasting |
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Assignment Decision Making |
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Advanced Progress Controls |
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Time-based Task Weighting |
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Custom Task Weighting |
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Ongoing Task Progress |
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MOBILITY |
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Mobile |
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Lightning Components |
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SUPPORT |
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Knowledge Base |
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Training Webinars |
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Standard Plus or Elite Support |
*Collaboration features require additional licenses for activation. Please speak with a TaskRay Account Executive or Customer Success Manager for more information.
Want to see more?
If you want to learn more about how TaskRay can help you get every customer off to a good start, talk with a TaskRay expert.