Editions & Pricing
We offer editions and pricing that work for companies of all sizes in any industry. And when you’re ready to use TaskRay across your organization, we offer site-wide licenses. For more information and pricing, please contact us. *All pricing in USD.
You’re just getting started and want to create and/or standardize your onboarding capabilities.
Templates & Automation ensure seamless handoffs between Sales, Onboarding and Success teams.
Powerful Work Management features such as checklists, dependencies and repeating tasks make planning, organizing and executing customer onboarding a snap.
Basic Reports & Dashboards allow visibility into any data captured in TaskRay.
Multiple Views from My Work and Kanban to Plan and Calendar allow users to acccess and digest information their way.
Lightning Components give users easy access to TaskRay from within Salesforce.
Mobile functionality ensures access when your teams are on-the-go. (Salesforce mobile app required.)
Because TaskRay is Salesforce-native, it uses the same Privacy & Security controls you already know and trust within Salesforce.
Get the help you need with access to our top-rated support site, training webinars and email support.
You’re ready for advanced functionality that will help you take onboarding to the next level.
Advanced Reporting & Analytics provides informative and actionable insights for all levels of your organization.
Time Tracking functionality adds visibility and accountability to the customer onboarding process.
Access to a Dedicated Customer Success Manager helps ensure you maximize your investment in TaskRay.
* Resource Management functionality can be requested as an add on to Standard licensing *
You’re scaling your onboarding capabilities and need more support to achieve continued success.
Resource Management to track utilization and gain insight into future resourcing demands.
Advanced Scheduler functionality that simplifies the process of rescheduling tasks in bulk to accurately reflect new deadlines or delays in large projects.
Want to see TaskRay in action?
The best way to see how TaskRay can help you with onboarding your new customers is to take a peek under the hood.