Features by Edition

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

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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 your onboarding capabilities & need more support to achieve continued success.

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

Cloning

Stitching

Sales & Customer Success Handoffs

Customer Onboarding Scores

REPORTING & ANALYTICS

Basic Reports

Basic Dashboards

Project Portfolio

 

Template Performance View

 

Project Insights

 

Baselines

 

COLLABORATION

External Sharing

 

Customer Feedback Forms

 

Communities

 

TIME TRACKING

Timer

 

Timesheet

 

MOBILITY

Mobile

Lightning Components

SUPPORT

Email

Knowledge Base

Training Webinars

Dedicated Customer Success Manager

 

Platinum Support