Smartsheet vs TaskRay (2024 Comparison)
Smartsheet offers a versatile platform with customizable dashboards and advanced automation. It's ideal for teams seeking comprehensive project management solutions.
- Highly customizable dashboards
- Advanced task automation
- Comprehensive reporting tools
- Steep learning curve
- Interface can feel cluttered
Free plan?
NoStarting price
$9 per month per user
TaskRay provides seamless Salesforce integration and user-friendly collaboration tools, perfect for businesses relying on Salesforce for project management.
- Seamless Salesforce integration
- User-friendly interface
- Effective collaboration tools
- Limited reporting features
- Higher cost for non-Salesforce users
Free plan?
NoStarting price
$25 per month per userWhat is Smartsheet?
Smartsheet is a dynamic work management platform that empowers teams to plan, capture, manage, automate, and report on work at scale. It offers a familiar spreadsheet interface, making it easy for users to adapt quickly. With Smartsheet, you can streamline processes, improve collaboration, and gain real-time visibility into projects. It’s particularly beneficial for project managers and teams who need to track progress and manage resources efficiently.
What is TaskRay?
TaskRay is a project management tool designed specifically for Salesforce users, offering seamless integration with the CRM platform. It helps teams manage projects, tasks, and workflows with ease, providing a clear view of project timelines and progress. TaskRay is ideal for businesses that rely heavily on Salesforce and need a project management solution that fits seamlessly into their existing ecosystem.
Pros and Cons of Smartsheet vs TaskRay
Pros & Cons of Smartsheet
- Smartsheet allows you to create dashboards that are tailored to your specific needs, providing a personalized workspace that enhances productivity and project management efficiency.
- With Smartsheet, you can automate repetitive tasks, reducing manual effort and minimizing errors. This feature is particularly beneficial for teams managing multiple projects.
- Smartsheet offers robust reporting and analytics tools that provide detailed insights into project performance, helping you make informed decisions and optimize processes.
- Smartsheet's extensive features can be overwhelming for new users, requiring time and effort to fully understand and utilize the platform's capabilities.
- The interface of Smartsheet can appear cluttered, especially when managing multiple projects, which may hinder user experience and navigation.
Pros & Cons of TaskRay
- TaskRay integrates effortlessly with Salesforce, providing a unified platform for managing projects and customer relationships, ideal for businesses heavily reliant on Salesforce.
- TaskRay's interface is intuitive and easy to navigate, making it accessible for users of all skill levels, particularly those familiar with Salesforce.
- TaskRay offers collaboration tools that facilitate team communication and coordination, enhancing productivity and ensuring project success.
- TaskRay's reporting capabilities are basic compared to other project management tools, which may limit the depth of insights available to users.
- TaskRay's pricing can be higher for users who do not utilize Salesforce, making it less cost-effective for businesses outside the Salesforce ecosystem.
Smartsheet vs TaskRay: At A Glance
Value to Price
Smartsheet offers a robust set of features at a competitive price, making it a great value for businesses looking to streamline their project management processes. TaskRay, while slightly more expensive, provides excellent value for Salesforce users who need seamless integration. If you are looking for a cost-effective solution with extensive features, Smartsheet might be the better choice.
Ease of Use
TaskRay is known for its user-friendly interface, especially for those familiar with Salesforce. Smartsheet, on the other hand, offers a spreadsheet-like interface that is intuitive for users who are comfortable with Excel. If ease of use is your top priority and you are a Salesforce user, TaskRay could be the better option.
Functionality
Smartsheet excels in functionality with its wide range of features that cater to various project management needs. TaskRay, while functional, is more tailored to Salesforce users. If you need a tool with extensive functionality beyond Salesforce, Smartsheet is likely the better fit.
Scalability
Both Smartsheet and TaskRay offer scalable solutions, but Smartsheet's flexibility makes it more adaptable to growing business needs. TaskRay is ideal for businesses that are already using Salesforce and plan to scale within that ecosystem. If scalability across different platforms is important, Smartsheet is the way to go.
Integrations
TaskRay shines in integrations, especially with Salesforce, making it a seamless addition for Salesforce users. Smartsheet also offers a wide range of integrations, but TaskRay's Salesforce integration is unmatched. If Salesforce integration is crucial, TaskRay is the better choice.
Customer Support
Both tools offer solid customer support, but TaskRay's support is particularly praised by Salesforce users for its responsiveness and expertise. Smartsheet also provides reliable support, but if you are a Salesforce user, TaskRay's support might be more beneficial.
Security
Smartsheet and TaskRay both prioritize security, but Smartsheet's comprehensive security features make it a slightly better option for businesses with stringent security requirements. If security is a top concern, Smartsheet might be the safer choice.
Overall Rating
Overall, Smartsheet offers a more versatile solution with a slightly higher rating due to its extensive features and adaptability. TaskRay is a strong contender for Salesforce users, offering seamless integration and ease of use. If you need a versatile tool, Smartsheet is the better option.
Smartsheet vs TaskRay: A Detailed Breakdown of Key Features
Customizable Dashboards
Smartsheet offers highly customizable dashboards that allow you to tailor your workspace to fit your specific needs. I found this feature particularly useful for keeping track of multiple projects at once. TaskRay also provides customizable dashboards, but they are more tailored to Salesforce users. If you need flexibility in dashboard customization, Smartsheet is the better choice.
Task Automation
Both Smartsheet and TaskRay offer task automation features, but Smartsheet's automation capabilities are more extensive. I appreciated the ability to automate repetitive tasks, saving time and reducing errors. TaskRay's automation is effective, especially for Salesforce workflows. If you need advanced automation, Smartsheet is the way to go.
Collaboration Tools
TaskRay excels in collaboration tools, especially for teams using Salesforce. I found the collaboration features in TaskRay to be intuitive and effective for team communication. Smartsheet also offers strong collaboration tools, but if your team relies on Salesforce, TaskRay might be the better option.
Reporting and Analytics
Smartsheet's reporting and analytics features are robust, providing detailed insights into project performance. I found the analytics tools in Smartsheet to be comprehensive and easy to use. TaskRay offers reporting features as well, but they are more basic compared to Smartsheet. If in-depth reporting is important, Smartsheet is the better choice.
Mobile Access
Both Smartsheet and TaskRay offer mobile access, allowing you to manage projects on the go. I found Smartsheet's mobile app to be more user-friendly and feature-rich. TaskRay's mobile access is effective, especially for Salesforce users. If mobile access is a priority, Smartsheet might be the better option.
Resource Management
Smartsheet provides comprehensive resource management tools, making it easy to allocate and track resources across projects. I found this feature particularly useful for managing team workloads. TaskRay also offers resource management, but it is more focused on Salesforce users. If resource management is a key concern, Smartsheet is the better choice.
Pricing Comparison of Smartsheet and TaskRay
To assist you in making an informed choice, we’ve outlined the pricing plans and essential features of Smartsheet and TaskRay. This comparison will highlight the best option for managing your projects.
Smartsheet Pricing Plans
- Gantt, grid, board, and calendar view for versatile project management.
- Rich formulas to enhance data analysis and reporting.
- Unlimited sheets, forms, and reports for comprehensive data management.
- 250 automations per month to streamline workflows.
- Timeline view for detailed project tracking.
- Team workload tracking to optimize resource allocation.
- Admin capabilities for enhanced control and management.
- Unlimited automations for efficient process management.
- SAML-based SSO for secure access management.
- WorkApps for custom application development.
- Work Insights for comprehensive data analysis.
- Unlimited attachment storage for extensive data handling.
- Dynamic View for secure request management.
- Data Shuttle for seamless data integration.
- Salesforce and Jira connectors for enhanced integration.
- Premium Support for prioritized assistance.
TaskRay Pricing Plans
- Access to multiple project views including Kanban and Calendar.
- Comprehensive work management with checklists and milestones.
- Basic reporting and analysis with dashboards.
- Dynamic team builder for resource management.
- Enhanced reporting with project portfolio and insights.
- Advanced resource management with role assignment.
- Time tracking with timer and timesheet features.
- Collaboration hub for improved team communication.
- Resource analytics and forecasting for better planning.
- Custom task weighting for detailed progress control.
- Ongoing task progress tracking for continuous updates.
- Advanced on hold feature for task management.
Our Rating Methodology
We thoroughly evaluate each project management tool, focusing on key factors like functionality, ease of use, and integrations. By analyzing user feedback and conducting hands-on testing, we ensure our recommendations are accurate and reliable. Each factor is weighted by importance to deliver a comprehensive final rating, helping you choose the best tool for your needs.
Smartsheet or TaskRay: Which One Matches Your Business Needs?
Choose Smartsheet If You Need ...
- Versatile project management solution
If you need a versatile project management solution with extensive features and adaptability, Smartsheet is the ideal choice. Its customizable dashboards and advanced automation make it suitable for diverse project management needs.
- Comprehensive reporting and analytics
If in-depth reporting and analytics are important for your business, Smartsheet offers robust tools that provide detailed insights into project performance, helping you make informed decisions and optimize processes.
Choose TaskRay If You Need ...
- Seamless Salesforce integration
If you rely heavily on Salesforce for your business operations, TaskRay's seamless integration with Salesforce makes it the perfect choice for managing projects and customer relationships within the Salesforce ecosystem.
- User-friendly collaboration tools
If effective collaboration is a priority for your team, TaskRay offers user-friendly tools that facilitate communication and coordination, enhancing productivity and ensuring project success.
Frequently Asked Questions
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Anastasia Belyh
Anastasia Belyh is a senior tech writer with over 15 years of experience in marketing, sales, and business software. Having worked in investment banking, management consulting, and founded multiple companies, her in-depth knowledge and hands-on expertise make her software reviews authoritative, trustworthy, and highly practical for business decision-makers.
