TaskRay
4.1
Description
TaskRay is a native Salesforce project management application designed to streamline customer onboarding and improve team collaboration. Built directly within Salesforce, TaskRay offers a visual, drag-and-drop interface for managing tasks, pro...
Use Cases
Key Features
- Prioritization
- Reporting/Project Tracking
- Task Management
- Time & Expense Tracking
- Alerts/Notifications
- Task Progress Tracking
Made For
Industries
- Software
- Technology
- Professional Services
- Financial Services
- Healthcare
Customer Segments
- Small Businesses
- Mid-size Businesses
Supported Platforms
- Web
- Mobile
Pros
- Native Salesforce Integration: Eliminates integration complexities and ensures data consistency.
- Visual Project Management: Drag-and-drop interface enhances usability and provides clear project visibility.
- Collaboration Features: Leverages Salesforce Chatter for seamless team communication.
Cons
- Salesforce Dependency: Requires a Salesforce organization and Chatter enabled, limiting accessibility for non-Salesforce users.
- Potential Cost: Can be expensive depending on Salesforce licensing and TaskRay subscription tier.
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Current average rating is based on research conducted at Exafol