Features by Edition

TaskRay is simply the most robust customer onboarding solution available for Salesforce. Check out our extensive list of useful features.

T

Starter

Standard

Premium

$25/user/month
MIN. $3,000/YEAR

You’re just getting started and want to create and/or standardize your onboarding capabilities.

$40/user/month
10+ LICENSES

You’re ready for advanced functionality that will help you take onboarding to the next level.

$60/user/month
25+ LICENSES

You’re scaling and need more capabilities to manage growing teams and complex processes.

VIEWS

Kanban

Plan

Row

Calendar

Spreadsheet

My Work

WORK MANAGEMENT

Checklists

Milestones

Archiving

Dependencies

Project Schedules

Locked Task Dates

Blocked Tasks

Repeating Tasks

Print/Export

Advanced Scheduler

TEMPLATES & AUTOMATION

Template Projects

Template Builder

Cloning

Stitching

Sales & Customer Success Handoffs

Customer Onboarding Scores

REPORTING & ANALYTICS

Basic Reports

Basic Dashboards

Project Portfolio

Template Performance View

Project Insights

Baselines

COLLABORATION*

Public Dashboards

External Ownership & Completion

Customer Feedback Forms

Communities

TIME TRACKING

Timer

Timesheet

Resource Management

Capacity and Utilization

Resource Forecasting

Assignment Decision Making

Advanced Progress Controls

Time-based Task Weighting

Custom Task Weighting

Ongoing Task Progress

MOBILITY

Mobile

Lightning Components

SUPPORT

Email

Knowledge Base

Training Webinars

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, sign up for our next overview webinar.