Can I migrate data between TaskRay Customer Onboarding and Post-Sale Work Management For Salesforce and CRM Apps Lab™ Helper for Quote List Views: Product Code Roll-up?

Migration support varies by app and category. TaskRay Customer Onboarding and Post-Sale Work Management For Salesforce and CRM Apps Lab™ Helper for Quote List Views: Product Code Roll-up 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 CRM Apps Lab™ Helper for Quote List Views: Product Code Roll-up" in each app's help center. AppRanks does not track migration tooling directly — this is a category-specific capability worth verifying before commitment.

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TaskRay Customer vs CRM Apps Lab™ Helper — Salesforce

TaskRay Customer Onboarding and Post-Sale Work Management For Salesforce vs CRM Apps Lab™ Helper for Quote List Views

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.

salesforcepaid

Change

1. Listing metadata

Field-level data

	TaskRay Customer Onboarding and Post-Sale Work Management For Salesforce	CRM Apps Lab™ Helper for Quote List Views
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	“Product code roll-up for quotes makes product codes from quote line items available in a text field on Quotes so you can use them in filters. Document merge applications can also use this data to pull in documents relating to line items.”237 chars
Description	1190 / 2000 chars60% used	907 / 2000 chars45% used
Screenshots	—	—
Languages	en	en
Platforms	Salesforce	Salesforce
Developer	TaskRay	CRM.Team™
Listed

At a glance

8 metrics · auto-computed

Feature comparison between TaskRay Customer Onboarding and Post-Sale Work Management For Salesforce and CRM Apps Lab™ Helper for Quote List Views: Product Code Roll-up
Metric	TaskRay Customer Onboarding and Post-Sale Work Management For Salesforce	CRM Apps Lab™ Helper for Quote List Views: Product Code Roll-up
Rating	5.0 ★	—
Total reviews	330	0
Free plan	—	★ Yes
Pricing	paid	free
Pricing tiers	3 tiers	—
Listed features	★ 9	3
Languages	1 supported	1 supported
Listed since	Aug 2012	Nov 2016

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 CRM Apps Lab™ Helper for Quote List Views: Product Code Roll-up's 0.0★ is a meaningful gap that usually reflects real product or support quality differences across the user base.

Pricing

On pricing, CRM Apps Lab™ Helper for Quote List Views: Product Code Roll-up offers a free tier (free) while TaskRay Customer Onboarding and Post-Sale Work Management For Salesforce starts at paid. The free option meaningfully reduces evaluation cost, particularly at low usage volumes where the entry-paid tier can outpace the value delivered.

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. CRM Apps Lab™ Helper for Quote List Views: Product Code Roll-up'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 — CRM Apps Lab™ Helper for Quote List Views: Product Code Roll-up'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: TaskRay Customer Onboarding and Post-Sale Work Management For Salesforce audit • CRM Apps Lab™ Helper for Quote List Views: Product Code Roll-up audit

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.

CRM Apps Lab™ Helper for Quote List Views

The roll-up of Product Code to Quotes is stored as character delimited text in a 32,768 character Long Text Field on Quote to handle over 5,000 5-character product codes on a single quote.
A short version of the product code roll-up list is additionally stored in a 255 character text field on Quotes. This allows product codes to be used in Filters.
You can configure your own roll-up delimiter in the text field list of product codes on Quotes to avoid using a character that you also use in your product codes. The delimiter character should not appear in your product code naming convention.

5. Search rankings

Top 5 keywords · shared rankings prioritized

Keyword	TaskRay Customer Onboarding and Post-Sale Work Management For Salesforce	CRM Apps Lab™ Helper for Quote List Views
faster and	#1	Not ranked
project management	#1	Not ranked
project	#2	Not ranked
roll	Not ranked	#4
rollup	Not ranked	#7

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%

CRM Apps Lab™ Helper for Quote List Views

Product code Roll-up for Quotes makes two new fields (called 'Quote Product Codes' and 'Quote Product Codes (Short)' available to add to a quote page layout. Each time that the quote is edited or an quote line item added/removed, the fields are updated to include the list of product codes. The 'short' field includes the first 255 characters from the list so that the field can be used as a filter in Salesforce Views. In the case of a 5 character product code, this field will support 42 opportunity line item codes. Each product code in the field is delimited by default using the underscore character '_'. However, if you use underscores in your product codes, you can change this to any other character, or series of characters as the delimiter is stored in a Custom Label. CRM Apps Lab and CRM SuperStars are brands owned by CRM SuperStars Limited, used under license by Successtrics UK Limited.

Top keywords

product7×4.38%
codes4×2.50%
field4×2.50%
character3×1.88%
code3×1.88%
crm3×1.88%
product code3×1.88%
product codes3×1.88%
quote3×1.88%

Frequently asked

Common questions about this comparison

Is TaskRay Customer Onboarding and Post-Sale Work Management For Salesforce or CRM Apps Lab™ Helper for Quote List Views: Product Code Roll-up cheaper?

CRM Apps Lab™ Helper for Quote List Views: Product Code Roll-up is the cheaper option — it offers a free plan (free). 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 TaskRay Customer Onboarding and Post-Sale Work Management For Salesforce or CRM Apps Lab™ Helper for Quote List Views: Product Code Roll-up?

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, TaskRay Customer Onboarding and Post-Sale Work Management For Salesforce or CRM Apps Lab™ Helper for Quote List Views: Product Code Roll-up?

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?

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). CRM Apps Lab™ Helper for Quote List Views: Product Code Roll-up typically suits early-stage and growth-mode teams based on its published review base (0 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.

TaskRay Customer Onboarding and Post-Sale Work Management For Salesforce vs CRM Apps Lab™ Helper for Quote List Views

TaskRay Customer Onboarding and Post-Sale Work Management For Salesforce

1. Listing metadata

CRM Apps Lab™ Helper for Quote List Views

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

CRM Apps Lab™ Helper for Quote List Views · 0 changes

7. App details

Frequently asked

Is TaskRay Customer Onboarding and Post-Sale Work Management For Salesforce or CRM Apps Lab™ Helper for Quote List Views: Product Code Roll-up cheaper?

Should I choose TaskRay Customer Onboarding and Post-Sale Work Management For Salesforce or CRM Apps Lab™ Helper for Quote List Views: Product Code Roll-up?

Which is faster to set up, TaskRay Customer Onboarding and Post-Sale Work Management For Salesforce or CRM Apps Lab™ Helper for Quote List Views: Product Code Roll-up?

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 TaskRay Customer Onboarding and Post-Sale Work Management For Salesforce and CRM Apps Lab™ Helper for Quote List Views: Product Code Roll-up?