Can I migrate data between Flowla | Digital Sales Rooms and AI Workflows for Salesforce and TaskRay Customer Onboarding and Post-Sale Work Management For Salesforce?

Migration support varies by app and category. Flowla | Digital Sales Rooms and AI Workflows for Salesforce and TaskRay Customer Onboarding and Post-Sale Work Management For Salesforce both publish their export options on their marketplace listing pages (or in their support docs); some apps offer one-click import from competitors, others require CSV. The fastest check: search "import from Flowla | Digital Sales Rooms and AI Workflows for Salesforce" in each app's help center. AppRanks does not track migration tooling directly — this is a category-specific capability worth verifying before commitment.

AppRanks

Flowla | Digital vs TaskRay Customer — Salesforce

Flowla | Digital Sales Rooms and AI Workflows for Salesforce vs TaskRay Customer Onboarding and Post-Sale Work Management For Salesforce

Side-by-side comparison · 24 data points

Flowla | Digital Sales Rooms and AI Workflows for Salesforce

No rating yet

Sales, Customer Success, and RevOps teams close deals & onboard clients faster, and eliminate busywork with: - Collaborative, buyer-facing deal rooms mapping to Salesforce Opportunities - Buyer engagement insights - AI Agents & workflow automation

salesforcefreemium

Change

1. Listing metadata

Field-level data

	Flowla \| Digital Sales Rooms and AI Workflows for Salesforce	TaskRay Customer Onboarding and Post-Sale Work Management For Salesforce
Tagline	“Sales, Customer Success, and RevOps teams close deals & onboard clients faster, and eliminate busywork with: - Collaborative, buyer-facing deal rooms mapping to Salesforce Opportunities - Buyer engagement insights - AI Agents & workflow automation”248 chars	“TaskRay is the go to Agentic Project Management Solution built natively on Salesforce, combining project management, MCP connectivity, AI Agents, and expert services in one system of record for customer onboarding, implementation, and delivery.”244 chars
Description	1194 / 2000 chars60% used	1190 / 2000 chars60% used
Screenshots	—	—
Languages	en	en
Platforms	Salesforce	Salesforce
Developer	Flowla	TaskRay

At a glance

8 metrics · auto-computed

Feature comparison between Flowla | Digital Sales Rooms and AI Workflows for Salesforce and TaskRay Customer Onboarding and Post-Sale Work Management For Salesforce
Metric	Flowla \| Digital Sales Rooms and AI Workflows for Salesforce	TaskRay Customer Onboarding and Post-Sale Work Management For Salesforce
Rating	—	5.0 ★
Total reviews	0	330
Free plan	★ Yes	—
Pricing	freemium	paid
Pricing tiers	2 tiers	★ 3 tiers
Listed features	6	★ 9
Languages	1 supported	1 supported
Listed since	Aug 2024	Aug 2012

AppRanks verdict

Generated from live data on this page

The call

Based on the data on this page, TaskRay Customer Onboarding and Post-Sale Work Management For Salesforce is the stronger choice for most Salesforce AppExchange admins — 5.0★ vs Flowla | Digital Sales Rooms and AI Workflows for Salesforce's 0.0★ is a meaningful gap that usually reflects real product or support quality differences across the user base.

Pricing

On pricing, Flowla | Digital Sales Rooms and AI Workflows for Salesforce offers a free tier (freemium) while TaskRay Customer Onboarding and Post-Sale Work Management For Salesforce starts at paid. For early-stage teams validating fit, the free-tier path lets you run the app on real workloads before committing budget.

Review base

TaskRay Customer Onboarding and Post-Sale Work Management For Salesforce has the larger user base (330 reviews vs 0), which usually maps to broader integration coverage, faster bug-fix cadence, and a deeper bench of community workflow patterns. Flowla | Digital Sales Rooms and AI Workflows for Salesforce's smaller cohort can be an advantage for niche workflows where the bigger app has accumulated bloat.

Who should pick what

Recommended by size: small/early-stage admins who need fast install and low risk should default to TaskRay Customer Onboarding and Post-Sale Work Management For Salesforce; mid-market and enterprise admins with specific feature requirements should evaluate both — Flowla | Digital Sales Rooms and AI Workflows for Salesforce's 0-review base may include the workflow context that matches your specific use case better than TaskRay Customer Onboarding and Post-Sale Work Management For Salesforce's broader-but-shallower coverage.

How this is generated

This verdict is generated from the live marketplace data on this page — rating, review count, pricing tier, and category position all refresh from the canonical Salesforce AppExchange listing every 24 hours. AppRanks does not accept payment to influence comparison outcomes; the methodology is documented on the About page and applies identically to every pair on the site.

Read each app's audit: Flowla | Digital Sales Rooms and AI Workflows for Salesforce audit • TaskRay Customer Onboarding and Post-Sale Work Management For Salesforce audit

Last updated	—	—

3. Features

As listed by each developer

Flowla | Digital Sales Rooms and AI Workflows for Salesforce

KEEP BUYERS ALIGNED AND DEALS MOVING 🗂 Everything related to a deal (decks, Mutual Action Plans, call recordings, forms, and more) lives in one convenient deal room, so stakeholders take action faster.
TRACK ALL BUYER ACTIVITY INSIDE SALESFORCE 🔍 Identify hidden decision makers, spot deals warming up or going cold, and keep pulse on prospects in between meetings without chasing updates.
KEEP ROOMS & SALESFORCE IN SYNC, HANDS-FREE 🔄 Bilateral sync between Salesforce and deal rooms ensure both your rooms and your system of record stays up to date without any manual copy/paste.
AUTOMATE YOUR PIPELINE FROM ONE HUB 🤖 Flowla’s no-code workflow builder lets you set up sophisticated automations across your CRM and broader toolstack, including Gmail, Gong, Slack, Zapier, Clay, and many others.
ENTERPRISE-GRADE SECURITY & COMPLIANCE 🔒 Flowla is SOC2 Type II and GDPR compliant, and follows the strictest data security standards. You can also set up password protection and email verification for rooms.
PROVEN IMPACT ACROSS THE BUYER JOURNEY 📈 With Flowla, teams like Insider, Aircall, and Brella report: - 1.6x more closed won deals - 47% faster time to value - 25% more accurate forecasting and clearer pipeline visibility for leaders

TaskRay Customer Onboarding and Post-Sale Work Management For Salesforce

✔ Transform the Way Your Teams Manage Projects The faster your team can deliver a successful project, the more profitable the outcome. Faster projects result in less operating costs, faster cash collection, and increased people productivity.
✔ Project Management, Built for Salesforce TaskRay is designed to help project managers complete work 2.5x faster. Leverage Agentforce AI Actions to improve project outcomes and delight customers with seamless onboarding experiences.
✔ Native Salesforce Technology TaskRay is built natively in Salesforce. No complicated integrations or systems maintenance required. Don't settle for task management in spreadsheets or outdated PM tools. Keep your data safe and secure in Salesforce.
✔ Task Management with AI Actions Manage projects your way. Automate manual tasks, assign work to AI Agents, speed up handoffs, and increase project capacity by 25%. TaskRay templates improve productivity and create repeatability for complex processes.
✔ Resource Management Bring customers, contractors and partners into your projects easily with TaskRay. Allocate resources quickly and easily for projects to reduce costs by over 21%. Assign work based on skills, capabilities, and resource capacity.

5. Search rankings

Top 5 keywords · shared rankings prioritized

Keyword	Flowla \| Digital Sales Rooms and AI Workflows for Salesforce	TaskRay Customer Onboarding and Post-Sale Work Management For Salesforce
workflow	#119	#41

7. App details

Long-form description · keyword frequency

Flowla | Digital Sales Rooms and AI Workflows for Salesforce

Flowla is a deal room + AI automation platform designed for Marketing, Sales, CS, and RevOps teams. Reps collaborate with buyers inside personalized, client-facing workspaces to offer a smooth buying experience from the very first touch, all the way to onboarding, renewals and beyond. Buyer insights captured in deal rooms reveal all stakeholders, buyer activity, how deals are progressing, so leaders know what’s happening without chasing updates. AI workflows handle busywork like room & asset creation, Salesforce sync, and follow-ups for reps, so they do more with less and run deals more consistently. With Flowla, teams like Insider, Aircall, and Brella report: - 1.6x more closed won deals - 47% faster time to value - Less chasing & manual admin work for reps - 25% more accurate forecasting and clearer pipeline visibility for leaders - A much better buying experience for clients This integration allows users to: - Create deal rooms without leaving Salesforce - Automatically personalize rooms based on Salesforce opportunity data - Track all deal room activity right inside Salesforce - Sync contacts between rooms & Salesforce - Trigger AI workflows from Salesforce signals

Top keywords

salesforce6×3.26%
deal4×2.17%
rooms4×2.17%
ai3×1.63%
deals3×1.63%
reps3×1.63%
room3×1.63%
activity2×1.09%
ai workflows2×1.09%
buyer2×1.09%
buying2×1.09%
buying experience2×1.09%

TaskRay Customer Onboarding and Post-Sale Work Management For Salesforce

What is TaskRay? TaskRay is the #1 rated project management application on the AppExchange, now powered by MCP and Agents. Enterprises use TaskRay to manage projects faster, creating repeatable and scalable workflows that outperform conventional tools like spreadsheets or off platform solutions. Ideal for teams seeking to manage onboarding projects natively in their Salesforce platform. TaskRay Use Cases: ✔ Project Management: Take control of your projects and manage delivery your way. ✔ Task Management: Accelerate project cycles times and automating mundane tasks for teams. ✔ Resource Management: Easily assign project work based on skills, capabilities and project requirements. ✔ Onboarding: Onboard customers, clients, partners, and employees faster. Who Uses TaskRay: ✔ Project Managers: Standardize processes, assign tasks internally, manage external resourcing, and collaborate with Customers. ✔ Leadership Teams: Reduce operating expenses, increase revenue collection, and drive greater profitability on every project. ✔ Administrators: Consolidate project management processes and workflows into Salesforce. See TaskRay for yourself: https://taskray.com/book-a-demo/

Top keywords

project8×5.26%
taskray7×4.61%
management5×3.29%
project management3×1.97%
projects3×1.97%
teams3×1.97%
assign2×1.32%
customers

Frequently asked

Common questions about this comparison

Is Flowla | Digital Sales Rooms and AI Workflows for Salesforce or TaskRay Customer Onboarding and Post-Sale Work Management For Salesforce cheaper?

Flowla | Digital Sales Rooms and AI Workflows for Salesforce is the cheaper option — it offers a free plan (freemium). TaskRay Customer Onboarding and Post-Sale Work Management For Salesforce starts at paid. Both publish their pricing on the Salesforce AppExchange; AppRanks mirrors what's listed on each refresh cycle.

Should I choose Flowla | Digital Sales Rooms and AI Workflows for Salesforce or TaskRay Customer Onboarding and Post-Sale Work Management For Salesforce?

AppRanks cannot separate these two on rating, because neither publishes one. TaskRay Customer Onboarding and Post-Sale Work Management For Salesforce does carry the larger published review base (330 vs 0). Read both apps' detail pages for the feature breakdown and recent listing changes.

Which is faster to set up, Flowla | Digital Sales Rooms and AI Workflows for Salesforce or TaskRay Customer Onboarding and Post-Sale Work Management For Salesforce?

Both apps are one-click installs from the Salesforce AppExchange. TaskRay Customer Onboarding and Post-Sale Work Management For Salesforce has the deeper published review base (330 vs 0), which often — though not always — accompanies better-tested setup docs. AppRanks doesn't measure setup time directly: read the recent reviews on each app's detail page for user-reported install experience.

Which works better for small vs large Salesforce AppExchange admins?

Flowla | Digital Sales Rooms and AI Workflows for Salesforce typically suits early-stage and growth-mode teams based on its published review base (0 reviews). TaskRay Customer Onboarding and Post-Sale Work Management For Salesforce typically suits early-stage and growth-mode teams based on its published review base (330 reviews). A larger review base generally means the app has been exercised at scale — relevant if you are processing high volume or handling enterprise compliance requirements.

Flowla | Digital Sales Rooms and AI Workflows for Salesforce vs TaskRay Customer Onboarding and Post-Sale Work Management For Salesforce

Flowla | Digital Sales Rooms and AI Workflows for Salesforce

1. Listing metadata

TaskRay Customer Onboarding and Post-Sale Work Management For Salesforce

At a glance

AppRanks verdict

2. Pricing & plans

3. Features

4. Categories & rankings

5. Search rankings

6. Activity in the last 90 days

Flowla | Digital Sales Rooms and AI Workflows for Salesforce · 0 changes

TaskRay Customer Onboarding and Post-Sale Work Management For Salesforce · 8 changes

7. App details

Frequently asked

Is Flowla | Digital Sales Rooms and AI Workflows for Salesforce or TaskRay Customer Onboarding and Post-Sale Work Management For Salesforce cheaper?

Should I choose Flowla | Digital Sales Rooms and AI Workflows for Salesforce or TaskRay Customer Onboarding and Post-Sale Work Management For Salesforce?

Which is faster to set up, Flowla | Digital Sales Rooms and AI Workflows for Salesforce or TaskRay Customer Onboarding and Post-Sale Work Management For Salesforce?

Which works better for small vs large Salesforce AppExchange admins?

See full keyword rankings, install trends, and weekly alerts

More popular comparisons

Can I migrate data between Flowla | Digital Sales Rooms and AI Workflows for Salesforce and TaskRay Customer Onboarding and Post-Sale Work Management For Salesforce?