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Plans & Pricing

Multiple plan options with the right features your team needs to deliver results – whether your workflows are straight-to-the-point, incredibly complex, or somewhere in between. 

Starter

Standardize processes and manage your team’s work in one place
Starting at $25 USD a user / month
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  • Project Views
    Kanban, Plan, Row, Calendar, My Work
  • Work Management
    Checklists, Milestones, Archiving, Dependencies, Project Schedules, Locked Task Dates, Blocked Tasks, Repeating Tasks, Print/Export
  • Templates & Automation
    Template Projects, Template Builder, Cloning, Template Migration, Versioning, Stitching, Sales & Customer Success Handoffs, Customer Onboarding Scores
  • Reporting & Analysis
    Basic Reports, Basic Dashboards
  • Resource Management
    Dynamic Team Builder
  • Support
    Email, Knowledge Base, Training Webinars, Upgraded Support Available

Standard

Optimize the way your team works and collaborates
Starting at $40 USD a user / month
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  • Project Views
    Everything in Starter, Spreadsheet View
  • Work Management
    Everything in Starter
  • Templates & Automation
    Everything in Starter
  • Reporting & Analysis
    Everything in Starter, Project Portfolio, Template Performance View, Project Insights, Baselines
  • Resource Management
    Everything in Starter, Resource Assignment, Role Assignment, Business Schedules & Holidays, Historical Resource Utilization
  • Time Tracking
    Timer, Timesheet
  • Collaboration
    Collaboration View, Collaboration Connect, Collaboration Hub*, Collaboration Experience*
  • Advanced Progress Controls
    Standard Task Weighting, Time-based Task Weighting
  • Support
    Everything in Starter, Upgraded Support Available

Premium

Wrangle complexity with advanced capabilities
Starting at $60 USD a user / month
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  • Project Views
    Everything in Standard
  • Work Management
    Everything in Standard, Advanced Scheduler
  • Templates & Automation
    Everything in Standard, Template Migration
  • Reporting & Analysis
    Everything in Standard
  • Resource Management
    Everything in Standard, Resource Attributes, Resource Planner, Capacity & Utilization, Resource Analytics & Forecasting, Assignment Decision Making
  • Time Tracking
    Everything in Standard
  • Collaboration
    Everything in Standard
  • Advanced Progress Controls
    Everything in Standard, Custom Task Weighting, Ongoing Task Progress, Advanced On Hold
  • Support
    Everything in Standard, Upgraded Support Available

Check Out Our FAQ

Frequently Asked Questions

Which Plan is Right for You?

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Standard

Free
Anytime
Get TaskRay Support
  • Unlimited Access to Our Top-Rated Support Site & Content
  • Unlimited Access to Customer-Focused Webinars
  • Ability to Log Unlimited Cases

Standard Plus

5% of annual subscription
$2,000 USD minimum / year
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  • Everything in Standard
  • Priority Ticket Routing

Elite

15% of annual subscription
$8,000 USD minimum / year
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  • Everything in Standard and Standard Plus
  • Advanced Configuration Support & Diagnostics
  • Proactive Case Monitoring
  • Mutual Action Plan
  • Pre-Release Support
  • Bank of Hours for Advanced Support
  • Technical Account Manager
Elite Support assumes that your company will handle TaskRay and Salesforce configurations and customizations. In addition, we will not provide changes or adjustments in customer orgs which interfere with standard TaskRay features and functionality, nor will we troubleshoot errors or issues unrelated to TaskRay/caused by another app.
Great PM tool for intercompany task management

We use the tool in a manufacturing, engineering, and installation capacity. It has helped greatly with visibility / reporting to project progress and task management. Customer Service and support is great. TR is also consistently adding new capabilities and asking what we need.

Eli Scripture
Great CSM and support team!

TaskRay is a great tool for project and resource management. Its flexibility allows you to shape the tool as your organization needs. Since TaskRay and Flux are now under the same umbrella, I’m excited to see the enhancements that could happen with the way both work together. It will be also great to have some out-of-the-box modules/automations/workflows to make the customization that each organization needs a bit easier.

Amira Mansour
Great PM Solution for our Marketing Team

TaskRay has played a key role in the growth of our Marketing Team. As our team really evolved, the tool evolved with us. It’s setup in such a way where the changes were easy to make and quick to roll out. And if there was ever a question, the support is second to none.

Heather Shafland

Robust Documentation

All customers have access to our self-service support site that is chock full of helpful information developed for users and admins. From tutorials to release videos to a spot to share ideas, provide product feedback, and become a part of our user community, it’s all there for you to use!

Responsive Expertise

Unlimited case logging and email support are included for all customers with live responsive support from one of our experts. Choose our middle or top-tier plan for priority ticket routing for faster response times, or to have proactive, consultative support from our technical solutions team.

Flexible Options

With multiple support plan options you can select the right level of support that best meets your team’s needs for response times and guidance for configuration. Additional options are available to get you started on the right foot and ensure your continued success with TaskRay.

Frequently asked questions

While hands-on configurations are not included in any of the TaskRay Support Plans, our team of skilled technical experts will provide thorough guidance to make your team successful with such configurations. Our Standard and Standard Plus plans include assistance for standard customizations (such as those documented on our Support Site), and our Elite Support plan includes more advanced services.

If you want someone to handle your build-out and/or help maintain your advanced configurations and customizations, we suggest engaging a Salesforce consultant. Check out our list of trusted implementation partners or contact your Customer Success Manager for a recommendation. 

Our support plans are designed to help you after you have implemented TaskRay. If you need help with implementation, please ask your Account Executive or Customer Success Manager for details.

While training is not included in any of the TaskRay Support plans, we do provide some options that will help you and your team learn all about TaskRay functionality. The majority of our resources are on our Support Site and we hold monthly webinars specifically geared towards Admins. Additionally, we offer Onboarding Plans and a Retainer of Hours that are thoughtfully designed to ensure that you are getting the most out of your TaskRay implementation. Reach out to your Account Executive or Customer Success Manager if you have any questions.

All customers are eligible to purchase these support plans for an additional fee. The Elite Support Plan requires the customer to complete Onboarding (see our Onboarding Plans page for reference). While the Standard Plus Support Plan does not require completion of onboarding, it is encouraged. Reach out to your Account Executive or Customer Success Manager to get more details.

Standard Plus and Elite Support are annual plans that are paid for at the same time as your TaskRay license(s) renewal.

If you decide that a paid TaskRay support plan isn’t for you, please let us know in advance of your next renewal date.

Talk to your Customer Success Manager—they will help get you set up with Elite or Standard Plus support plan when it makes sense for you. If you upgrade mid-year this plan will be co-termed to your existing subscription dates and services will be prorated based on the remaining time.

TaskRay offers three support plans: Standard, Standard Plus, and Elite. The Standard plan is provided for all customers and it includes access to the TaskRay support site, unlimited email support, and standard ticket response times. The Standard Plus plan includes everything in the Standard plan, as well as enhanced (shorter) ticket response times. Finally, the Elite plan will include everything in the Standard Plus plan, as well as some additional services, such as New Feature Review, building out a Mutual Action Plan, Proactive Case Monitoring, Advanced Configuration Support, a retainer of advanced support hours, and a designated Technical Account Manager. Along with your savvy Technical Account Manager, our technical solutions team is included by extension to tackle even the most complex requests with combined expertise.

The Elite Support Plan incorporates having a designated Technical Account Manager who works closely with the customer throughout their plan year. The designated Technical Account Manager is a member of the TaskRay Support team who oversees all of the customer’s tickets, is closely familiar with the customer’s unique implementation of the TaskRay application, as well as manages all the Elite Support plan services offered to the customer.

The retainer of Hours that is included with the Elite Support plan can be used to get assistance with advanced configurations, troubleshooting, in-depth feature review, as well as best practice recommendations for any particular use case. This is a bank of hours that can be used in any way that is impactful and necessary for the customer within the bounds of the program. The retainer of hours does not incorporate hands-on work by the TaskRay team in the customer orgs. 

Yes! Check out our Onboarding Plans to review options and reach out to your Account Executive or Customer Success Manager for more details. 

User Community & Ideas Exchange

We believe it’s important to foster collaboration and engagement which is why we encourage our customers to provide new ideas and product feedback. Some of our best new features are born from ideas submitted by our customers and by joining our Salesforce Trailblazer Community, you can share new feature ideas with other users and admins.
Join the Trailblazer Community

Onboarding Is Our Specialty

As the leader in Customer Onboarding in Salesforce, we know how important it is for our customers to get off to the right start with TaskRay.

Resource Management

Add On
Offers additional assistance with Resource Management configurations
$1,500 USD
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  • Kick off/Introduction
    Kick off call includes a TaskRay demo, review of terminology, and resources/program review.
  • Business Process Overview
    Includes a review of roles, metrics, handoffs, and tech stack.
  • Design
    Includes a technical assessment and automations and components review and discussion.
  • Modules for Resource Management
    Includes assistance for Resource Management configurations.

Expert

Aligns the right TaskRay features for your organization’s needs
$6,000 USD
Talk to Sales
  • Kick off/Introduction
    Kick off call includes a TaskRay demo, review of terminology, and resources/program review.
  • Business Process Overview
    Includes a review of roles, metrics, handoffs, and tech stack.
  • Design
    Includes a technical assessment and automations and components review and discussion.
  • Modules Level 1
    Includes assistance in preparing your org, creating templates, automation, and reviewing standard collaboration and notifications.
  • Modules Level 2
    Includes project architecture and project security analysis, UI Visualization, and TaskRay Admin and reporting training.
  • Reverse Demo
    This includes a review of customer progress and final feedback on implementation.
  • Technical Solutions Review
    Customers receive blueprint design and trainings written by a TaskRay Technical Solutions Architect.

Expert + Resource Management

Technical guidance on implementation within your Salesforce org
$6,500 USD
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  • Everything Together
    Includes everything from the Resource Management Add On and Expert Package
1) All meetings will take place via Zoom (link provided by TaskRay). 2) Both Expert and Expert + Resource Management plans require the customer to review and complete assigned tasks in TaskRay Onboarding Community.

Maximize Your Success With Optimization Packages

We understand that your processes are constantly evolving. We want you to be successful in such changes and ensure that TaskRay is set up to its full potential. As such, we offer the option to utilize our Optimization Package, which is essentially a bank of hours for your team to work alongside a technical expert from TaskRay. Whether you need to do an in-depth review of a TaskRay feature, discuss best practices around a use case, or to get some assistance on a custom TaskRay configuration or automation – our team is here to help. Please reach out to your Customer Success Manager or Account Executive for more details.

Salesforce Consulting

We don’t handle build-outs or offer Salesforce/business process consulting, but we do have a number of trusted partners that can engage with you on a specific project or an ongoing basis.

Some examples of what we are unable to handle during the TaskRay onboarding process:
  • Configuration within your Salesforce org
  • Building or customizing reports and dashboards
  • Custom Apex not packaged with the TaskRay application
  • Custom Flow and Process Builder Solutions not related to the TaskRay Application
  • Training and guidance specifically on Salesforce automation tools
  • Integrations with applications outside of our official integrations
If you have questions or need help choosing an implementation partner, please feel free to reach out to your Account Executive.

Trusted by Leading Brands

FieldEdge dramatically cuts their go-live time by nearly 40%

​​Since switching to TaskRay, FieldEdge by Xplor has reduced the time to go-live by 40-50 days, doubled the number of accounts each implementation specialist can take on, and improved customer satisfaction scores
Read Customer Success Story
“We've got a lot more reports and dashboards that the team can look at to see where they're at, and we can see where they're at too. TaskRay helps us with assigning new accounts and balancing the workload as well as just getting an idea of different metrics we can look at.”
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