Which works better for small vs large Salesforce AppExchange admins?

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). Cadalys Concierge™ typically suits early-stage and growth-mode teams based on its published review base (7 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.

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TaskRay Customer vs Cadalys Concierge™ — Salesforce

TaskRay Customer Onboarding and Post-Sale Work Management For Salesforce vs Cadalys Concierge™

Side-by-side comparison · 24 data points

TaskRay Customer Onboarding and Post-Sale Work Management For Salesforce

5.0·330reviews

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.

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1. Listing metadata

Field-level data

	TaskRay Customer Onboarding and Post-Sale Work Management For Salesforce	Cadalys Concierge™
Tagline	“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	“Cadalys Concierge™ is a next-generation powerful and elegant Help Center. It provides personalized search to get employees, customers and partners the right information quickly, and provides easy and transparent help center ticketing.”234 chars
Description	1190 / 2000 chars60% used	825 / 2000 chars41% used
Screenshots	—	—
Languages	en	nlenfifrde+11 more
Platforms	Salesforce	Salesforce
Developer	TaskRay	Cadalys, Inc.

At a glance

8 metrics · auto-computed

Feature comparison between TaskRay Customer Onboarding and Post-Sale Work Management For Salesforce and Cadalys Concierge™
Metric	TaskRay Customer Onboarding and Post-Sale Work Management For Salesforce	Cadalys Concierge™
Rating	5.0 ★	★ 5.0 ★
Total reviews	★ 330	7
Free plan	—	—
Pricing	paid	paid
Pricing tiers	★ 3 tiers	1 tier
Listed features	★ 9	3
Languages	1 supported	16 supported
Listed since	Aug 2012	Jun 2017

Listed	August 9, 2012	June 21, 2017

Last updated	—	—

3. Features

As listed by each developer

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.
✔ Enhance Project Collaboration Manage resourcing based on capacity and specialized knowledge. Extend visibility and drive accountability with every internal and external stakeholder involved in your project.
✔ Improve Customer Experience More efficient projects lead to higher profits and happier customers. TaskRay customers report seeing 15%+ increase in CSAT and NPS scores. Create lifetime loyalty by speeding up time to value for your customers.
✔ Consolidate Technology Spend Stop piecing together disparate tools for multiple teams and create exactly what you need inside Salesforce. TaskRay is a one-stop shop for project management, customer onboarding, resource management, and collaboration.
✔ Deliver a Complete Customer 360 Vision TaskRay works natively with all major Salesforce Clouds - Sales, Service, Field Service, Revenue and more - to complete the onboarding gap left in the full customer life cycle management process.

Cadalys Concierge™

POWERFUL SEARCH CAPABILITIES consider Knowledge Article views, likes and last published date when presenting results. Results are personalized based on the user. Content Preview displays an article preview to the user without leaving search results.
CONTEXT-BASED ACTIONS guide users what to do next based on their search, such as logging a Case, making a phone call, visiting a web page, launching an app or chatting live with an agent. This "bias to action" helps users resolve their issue immediately.
EASY, TRANSPARENT TICKETING provides a one-stop shop for all shared-services (IT, HR, Facilities, T&E, etc…). Intuitive forms offer frustration-free experiences. Integrated Chatter® feed enables powerful collaboration between users and ticket owners.

5. Search rankings

Top 5 keywords · shared rankings prioritized

Keyword	TaskRay Customer Onboarding and Post-Sale Work Management For Salesforce	Cadalys Concierge™
faster and	#1	Not ranked
project management	#1	Not ranked
project	#2	Not ranked
provides	Not ranked	#8
powerful forms	Not ranked	#18

7. App details

Long-form description · keyword frequency

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%
customers2×1.32%
faster2×1.32%
onboarding2×1.32%
platform2×1.32%
processes2×1.32%

Cadalys Concierge™

Cadalys Concierge™ works seamlessly with Salesforce Cases and Knowledge. It is based on the Knowledge-Centered Support (KCS®) methodology developed by the Consortium for Service Innovation. The approach seeks to create content as a by-product of solving problems, evolve content based on demand and usage, develop a knowledge base of an organization's collective experience to-date, and recognize learning, collaboration, sharing and improving. Cadalys Concierge™ can operate on a single instance of Salesforce for companies that have all of their knowledge management and case management in Salesforce. For companies with multiple knowledge stores or multiple case management systems, Cadalys Concierge™ can integrate multiple instances of Salesforce as well as other Knowledge and ticketing systems across your enterprise.

Top keywords

knowledge5×4.35%
salesforce4×3.48%
cadalys3×2.61%
cadalys concierge3×2.61%
concierge3×2.61%
management3×2.61%
multiple3×2.61%
case2×1.74%
case management2×1.74%
companies

TaskRay Customer Onboarding and Post-Sale Work Management For Salesforce vs Cadalys Concierge™

TaskRay Customer Onboarding and Post-Sale Work Management For Salesforce

1. Listing metadata

Cadalys Concierge™

At a glance

AppRanks verdict

2. Pricing & plans

3. Features

4. Categories & rankings

5. Search rankings

6. Activity in the last 90 days

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

Cadalys Concierge™ · 0 changes

7. App details

Frequently asked

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Which works better for small vs large Salesforce AppExchange admins?

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