Pricing and Features

Start delivering on your sales promise the moment an Opportunity is Closed Won.
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icon starter

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

  • Access to all views such as Kanban, planning, spreadsheets, and calendars.
  • Includes work management features like checklists, milestones, dependencies, and project schedules.
  • Template building and automation
  • Basic reporting




icon starter

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

  • All the benefits from Standard, and:
  • Manage your resources with capacity planning, resource forecasting, and decision making.
  • Advanced work management controls for task weighting and ongoing progress, and putting projects on hold.

Want to see TaskRay in action?


Our Salesforce-native customer onboarding solution is easy to implement and user-friendly. Talk to a TaskRay expert and see how you can keep teams and customers connected and the work on track during the initial moments that matter the most.