---
description: Review of TaskRay Software: system overview, features, price and cost information. Get free demos and compare to similar programs on Software Advice New Zealand.
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title: TaskRay | Reviews, Pricing & Demos - SoftwareAdvice NZ
---

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# TaskRay

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> TaskRay by Bracket Labs is a cloud-based project management and customer onboarding solution for Salesforce. The software being a native Salesforce app, enables businesses of all sizes to manage, support and track business operations. TaskRay provides drag-and-drop functionality, reporting and dashboards to handle tasks.&#10;&#10;&#10;TaskRay features solutions such as full suite project management and customer, franchise and SaaS onboarding.  Primary features of TaskRay include kanban boards, templates, stitcher, baselining, task cards, multiple ownership, task assignments, time tracking, labels, topics, auto-follow, feed tracking, customer statuses, lightening components and dashboards. The software supports collaboration by using file sharing and Chatter groups.&#10;&#10;&#10;TaskRay integrates with Quip, GridBuddy, DocuVault, Box, Conga, CircusInsight and FormAssembly. Pricing is via monthly subscription and support is provided via documentation, an online help desk and email.
> 
> Verdict: Rated **4.3/5** by 20 users. Top-rated for **Likelihood to recommend**.

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## Quick Stats & Ratings

| Metric | Rating | Detail |
| **Overall** | **4.3/5** | 20 Reviews |
| Ease of Use | 3.9/5 | Based on overall reviews |
| Customer Support | 4.3/5 | Based on overall reviews |
| Value for Money | 4.0/5 | Based on overall reviews |
| Features | 4.1/5 | Based on overall reviews |
| Recommendation percentage | 70% | (7/10 Likelihood to recommend) |

## About the vendor

- **Company**: Bracket Labs
- **Location**: Arvada, US
- **Founded**: 2010

## Commercial Context

- **Starting Price**: US$25.00
- **Pricing model**: Per Feature (Free Trial)
- **Pricing Details**: Starting at $25/user/month. Choose from an annual commitment per user or per instance or choose to purchase the TaskRay starter pack which includes up to 5 users. &#10;&#10;Additional discounts available for Nonprofits.
- **Target Audience**: Self Employed, 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000, 5,001–10,000, 10,000+
- **Deployment & Platforms**: Cloud, SaaS, Web-based, Mac (Desktop), Windows (Desktop)
- **Supported Languages**: English
- **Available Countries**: Australia, Canada, China, Germany, India, Japan, United Kingdom, United States

## Features

- API
- Account Management
- Agile Methodologies
- Alerts/Notifications
- Assignment Management
- CRM
- Calendar Management
- Checklists
- Client Management
- Client Portal
- Collaboration Tools
- Customer Engagement
- Customer Management
- Customisable Templates
- Dashboard
- Deadline Management
- Drag & Drop
- File Sharing
- Gantt/Timeline View
- Kanban Board

## Integrations (1 total)

- Salesforce Sales Cloud

## Support Options

- Email/Help Desk
- FAQs/Forum
- Knowledge Base
- Chat

## Category

- [Online Project Management Software](https://www.softwareadvice.co.nz/directory/436/web-based/software)

## Related Categories

- [Online Project Management Software](https://www.softwareadvice.co.nz/directory/436/web-based/software)
- [Task Management Software](https://www.softwareadvice.co.nz/directory/1412/task-management/software)
- [Agile Project Management Software](https://www.softwareadvice.co.nz/directory/3139/agile/software)
- [Customer Success Software](https://www.softwareadvice.co.nz/directory/4628/customer-success/software)
- [Project Management Software](https://www.softwareadvice.co.nz/directory/4430/project-management/software)

## Alternatives

1. [Bitrix24](https://www.softwareadvice.co.nz/software/128326/bitrix24) — 4.2/5 (984 reviews)
2. [monday.com](https://www.softwareadvice.co.nz/software/131008/monday-com) — 4.6/5 (5726 reviews)
3. [Jira](https://www.softwareadvice.co.nz/software/4315/jira) — 4.4/5 (15312 reviews)
4. [ClickUp](https://www.softwareadvice.co.nz/software/123064/clickup) — 4.6/5 (4561 reviews)
5. [Aha\!](https://www.softwareadvice.co.nz/software/24611/aha) — 4.7/5 (561 reviews)

## Reviews

### "Great app, but doesn't come cheap" — 5.0/5

> **Beju** | *13 June 2018* | Consumer Goods | Recommendation rating: 7.0/10
> 
> **Pros**: If you need to be able to tie your projects to salesforce object this is a great solution.  Has most PM functionality that you would be looking for and is fairly easy to use.
> 
> **Cons**: A little slow since its running inside SFDC and costs a ton if you factor in the requirement of SFDC seats for people who wouldn't otherwise use SFDC.
> 
> Great PM app, but very expensive.

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### "Genius Product - Ease of Use Could be worked on" — 5.0/5

> **Alana** | *13 June 2022* | Education Management | Recommendation rating: 6.0/10
> 
> **Pros**: I like how you can visually see where you are in a project and that it adapts based off when tasks are accomplished.
> 
> **Cons**: It takes forever to mark an item complete or change a date. It takes a while to get used to.

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### "Lacking in a PM tool" — 3.0/5

> **TRANG** | *18 September 2019* | Information Technology & Services | Recommendation rating: 2.0/10
> 
> **Pros**: Easy to add projects and cloning. Good to be able to see all projects and tasks in one application. Integrated with SalesForce, so I don't have to open multiple apps, just moving form screen to screen.
> 
> **Cons**: Hard to set up dependencies without shifting all dates. A lot of glitches. No answer to glitches, so there is a lot of workarounds that you have to do. It would be great if you are changing dates, that you can change a bunch of dates at once, instead of individually. For instance, you have 5 tasks that are all due on the same day, would be nice if you can highlight the 5 tasks and change the dates all at once instead of individually. Very time consuming if you have 100 tasks across subprojects that need to change.
> 
> Being able to see all projects and tasks in one application. The value of this is that upper management can see where everything is without having to come ask the PM's where the project is. Issue is, upper management doesn't know how to use it, so they still have to come and ask the PM's.

-----

### "Salesforce Project Management platform" — 5.0/5

> **Rob** | *7 November 2023* | Information Technology & Services | Recommendation rating: 7.0/10
> 
> **Pros**: Built and integrated onto our Salesforce platfrom for project delivery.&#10;Its a large feature rich platfrom for complex business reuqirments and helps us deliver a significant volume of projects.
> 
> **Cons**: Complex and expensive, its not a simple solution, but built more for large complex business needs.

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### "Amazing Customer Service" — 4.0/5

> **Verified Reviewer** | *11 February 2021* | Telecommunications | Recommendation rating: 7.0/10
> 
> **Pros**: The product itself is pretty basic, just allowing better tracking of tasks and projects and allowing for more organization and reporting- however, the customer service is outstanding- people respond ASAP and always get the issue resolved quickly- I've never had a ticket open longer than a day or 2 with TaskRay.
> 
> **Cons**: I don't think the user interface is super user friendly, sometimes it can look a little overwhelming but overall its not bad
> 
> Great experience with the platform, the integration is seamless and easy and the customer support is superb.

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## Links

- [View on SoftwareAdvice](https://www.softwareadvice.co.nz/software/159073/taskray)

## This page is available in the following languages

| Locale | URL |
| en | <https://www.softwareadvice.com/customer-success/taskray-profile/> |
| en-AU | <https://www.softwareadvice.com.au/software/159073/taskray> |
| en-GB | <https://www.softwareadvice.co.uk/software/159073/taskray> |
| en-IE | <https://www.softwareadvice.ie/software/159073/taskray> |
| en-NZ | <https://www.softwareadvice.co.nz/software/159073/taskray> |

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