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How Much Does TaskRay Cost? Full Pricing Breakdown (2026)
Quick answer
TaskRay is a Salesforce-native customer onboarding and project management tool. It does not publish list prices and requires a sales conversation for a quote. Pricing is per user per month and layered on top of your existing Salesforce licenses. Based on third-party data and buyer reports, TaskRay typically runs $36-$65/user/month (billed annually), and because it requires Salesforce to operate, teams must also factor in the cost of Salesforce seats when calculating total cost.
TaskRay pricing at a glance
| Plan | Price | Best for |
|---|---|---|
| Essentials | ~$36/user/month (est., annual) | Small teams running basic onboarding projects inside Salesforce |
| Professional | ~$50/user/month (est., annual) | Teams needing advanced automation, resource management, and deeper reporting |
| Enterprise | Custom quote | Large organizations with complex project hierarchies, SSO, and dedicated support |
TaskRay runs exclusively inside Salesforce. All users must have a Salesforce license. Total cost = TaskRay cost + Salesforce license cost. Figures above are third-party estimates; TaskRay does not publish prices.
How TaskRay pricing works
TaskRay is a 100% Salesforce-native application — it installs as a managed package inside your Salesforce org and does not exist outside of that environment. This is fundamental to how its pricing works: every TaskRay user must already hold a Salesforce license (Sales Cloud, Service Cloud, or equivalent), and those Salesforce licenses are a separate cost paid directly to Salesforce.
TaskRay then charges a per-user per-month fee on top of that, billed annually. Because TaskRay lives natively inside Salesforce, it can read and write CRM data (accounts, contacts, opportunities) without custom integrations — a key selling point. However, teams without Salesforce, or those unwilling to add more Salesforce seats, cannot use TaskRay.
Pricing is quote-based and not published publicly. The estimates above are derived from G2, Capterra, and buyer community data.
TaskRay plans in detail
Essentials - Custom pricing; estimated around $36/user/month (annual). Covers core project and task management inside Salesforce, onboarding templates, milestone tracking, customer-facing status updates via Salesforce Experience Cloud or email, and standard reporting using Salesforce reports.
Professional - Custom pricing; estimated around $50/user/month (annual). Adds resource management, capacity planning, workflow automation rules, advanced reporting, and timeline (Gantt) views. Suitable for teams running many concurrent onboarding projects and needing visibility into team workload and project health.
Enterprise - Custom pricing. Adds SSO, advanced security, dedicated customer success management, SLA-backed support, and tailored implementation services. Appropriate for large organizations with complex project hierarchies or compliance requirements.
TaskRay updates its packaging periodically. Confirm current plan features directly with TaskRay.
Add-ons and additional costs
The most important additional cost is Salesforce licensing, which is a prerequisite and can often exceed the TaskRay cost itself:
- Salesforce licenses: Salesforce Sales Cloud or Service Cloud seats typically run $75-$300+/user/month depending on edition. Every TaskRay user needs one. For a 10-person team, Salesforce licensing alone can be $9,000-$36,000+/year before TaskRay costs.
- Salesforce Experience Cloud (portal): If you want external clients to access a project status portal, you may need Salesforce Experience Cloud licenses, which are priced separately (typically $2-$35/login or per-member pricing).
- Implementation / admin configuration: TaskRay requires Salesforce admin setup. Teams without an in-house Salesforce admin often need a Salesforce consulting partner for initial configuration, which can add $5,000-$20,000+ in one-time costs.
- AppExchange upgrades: Some advanced features may require higher Salesforce editions (Enterprise or Unlimited) rather than Professional edition Salesforce licenses.
Example: what a typical deployment costs
A 10-person customer success team using TaskRay Professional with Salesforce Sales Cloud Enterprise:
| Component | Estimated cost |
|---|---|
| Salesforce Sales Cloud Enterprise (10 users at ~$150/user/month) | ~$18,000/yr |
| TaskRay Professional (10 users at ~$50/user/month) | ~$6,000/yr |
| Initial Salesforce admin / implementation (one-time, est.) | +$5,000-$15,000 |
| Year 1 total estimate | ~$29,000-$39,000 |
| Year 2+ (recurring, TaskRay + Salesforce) | ~$24,000/yr |
These are rough estimates. Actual costs depend on Salesforce edition, user count, and negotiation with both vendors.
Free trial and free plan
TaskRay offers a free trial that runs inside a Salesforce sandbox or developer org. There is no permanent free plan. Prospective customers typically install the free trial via the Salesforce AppExchange and configure it in a sandbox environment before purchasing. The sales team provides support during the trial period.
Frequently asked questions
No. TaskRay does not list prices on its website. Pricing requires a quote from the sales team.
Yes. TaskRay is 100% Salesforce-native. You cannot use TaskRay without a Salesforce license. This is a hard requirement.
For a small team, total cost (Salesforce + TaskRay) can easily run $25,000-$50,000+/year. The Salesforce license is often the larger of the two costs.
Yes, but it typically requires Salesforce Experience Cloud (Communities) licenses or email-based status updates. Experience Cloud adds additional licensing cost.
For teams already running Salesforce, TaskRay avoids the integration overhead of a separate project management tool. If you do not already use Salesforce, the combined cost of both platforms is significant.
Multi-year contracts and larger seat counts typically yield discounts. Buyers also sometimes negotiate TaskRay pricing as part of a broader Salesforce renewal.
Sources
Pricing information was last verified June 2026. Prices change frequently. Always confirm directly with TaskRay before making a purchasing decision. This page is published by Cor and reflects independent research; it is not affiliated with TaskRay.
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