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). FUNDINGO Loan Servicing typically suits early-stage and growth-mode teams based on its published review base (10 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 FUNDINGO Loan — Salesforce

FUNDINGO Loan Servicing vs TaskRay Customer Onboarding and Post-Sale Work Management For Salesforce

Side-by-side comparison · 24 data points

FUNDINGO Loan Servicing

5.0·10reviews

Our Loan Servicing solution is part of FUNDINGO's end-to-end Loan Management platform. Loan Servicing is an intuitive solution to automate most servicing tasks from loan booking through loan maturity, allowing you to serve loans on auto-pilot.

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1. Listing metadata

Field-level data

	TaskRay Customer Onboarding and Post-Sale Work Management For Salesforce	FUNDINGO Loan Servicing
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	“Our Loan Servicing solution is part of FUNDINGO's end-to-end Loan Management platform. Loan Servicing is an intuitive solution to automate most servicing tasks from loan booking through loan maturity, allowing you to serve loans on auto-pilot. ”244 chars
Description	1190 / 2000 chars60% used	957 / 2000 chars48% used
Screenshots	—	—
Languages	en	en
Platforms	Salesforce	Salesforce
Developer	TaskRay	FUNDINGO, Inc.
Listed

At a glance

8 metrics · auto-computed

Feature comparison between TaskRay Customer Onboarding and Post-Sale Work Management For Salesforce and FUNDINGO Loan Servicing
Metric	TaskRay Customer Onboarding and Post-Sale Work Management For Salesforce	FUNDINGO Loan Servicing
Rating	5.0 ★	★ 5.0 ★
Total reviews	★ 330	10
Free plan	—	—
Pricing	paid	paid
Pricing tiers	★ 3 tiers	1 tier
Listed features	9	9
Languages	1 supported	1 supported
Listed since	Aug 2012	Nov 2016

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.

FUNDINGO Loan Servicing

BEST-IN-CLASS LOAN SERVICING PLATFORM: Automate your entire loan servicing operation for virtually any loan type from loan booking through loan maturity. All in one central solution. Contact [email protected] to book a demo today!
FASTEST-GROWING LENDING PLATFORM ON SALESFORCE: Over 200 lenders, including Enterprise customers use FUNDINGO every day to service billions in loans. Banks, Credit Unions, Community lenders, MCAs are core users of our lending platform.
STREAMLINED LOAN BOARDING Create loans from scratch in minutes with FUNDINGO's loan booking wizard that includes templates, auto-completes loan terms, amortization schedules, and even loan participants.
AUTOMATE PAYMENTS PROCESSING Manage all things payments from payment waterfalls, payment history, ACH processing, balloon payments, fees, one-off payments, and payoffs. FUNDINGO automatically sends invoices/statements and payment confirmations.
LOAN MODIFICATIONS MADE EASY Modifying loan terms can be done in minutes by using FUNDINGO's loan modification interface, allowing to modify terms, interest periods, amounts, etc. Loans can also be put on forbearance/deferment.

Keyword	TaskRay Customer Onboarding and Post-Sale Work Management For Salesforce	FUNDINGO Loan Servicing
workflow	#41	#102

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%

FUNDINGO Loan Servicing

FUNDINGO Loan Servicing automates and centralizes all operations related to servicing loans, starting from the booking (or creation) of a loan and all the way through loan closing. This solution was the result of working with hundreds of lenders with common needs and in search of a powerful yet intuitive loan management platform. FUNDINGO can handle virtually any alternative loan type that is non-agency, including small business, personal, installment, commercial real estate, construction, and community development, among others. At its core, FUNDINGO Loan Servicing automates the following key servicing activities, including but not limited to: - Loan booking - Disbursements, payments, and payoffs - Amortization schedules (including complex scenarios) - Loan modifications / deferments - Draws management - Construction budgets - Payment waterfalls - Loan Reserves - Funds / investor management - Collections - Borrower portal - GL integration

Top keywords

loan9×6.57%
servicing4×2.92%
fundingo3×2.19%
including3×2.19%
management3×2.19%
automates2×1.46%
booking2×1.46%
construction2×1.46%
fundingo loan2×1.46%

FUNDINGO Loan Servicing vs TaskRay Customer Onboarding and Post-Sale Work Management For Salesforce

FUNDINGO Loan Servicing

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

TaskRay Customer Onboarding and Post-Sale Work Management For Salesforce · 7 changes

FUNDINGO Loan Servicing · 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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