Mobile forms & workflows for Salesforce | ProntoForms vs Project Management & Onboarding App
Side-by-side comparison · 24 data points
Mobile forms & workflows for Salesforce | ProntoForms
The largest, most asset-intensive operations run on TrueContext's intelligent field service workflow platform & mobile forms app. Powering productivity from accurate job guidance and purposeful mobile data collection to deep analytics that drive action.
Shopifypaid
Project Management & Onboarding App
TaskRay is the top project management app built for Salesforce. It helps teams work better together by bridging Sales and Service Cloud, so new customers get started faster. Accelerate quote-to-cash process with more predictability and fewer surprises.
Shopifypaid
At a glance
| Metric | Project Management & Onboarding App | Mobile forms & workflows for Salesforce | ProntoForms |
|---|---|---|
| Rating | ★ 5.0 ★ | 4.5 ★ |
| Total reviews | ★ 329 | 29 |
| Free plan | — | — |
| Pricing | paid | paid |
| Built for Shopify | — | — |
| Pricing tiers | ★ 3 tiers | 1 tier |
| Listed features | 9 | 9 |
| Review velocity (30d) | — | 0 new |
| Languages | 1 supported | 3 supported |
| Listed since | Aug 2012 | May 2018 |
AppRanks verdict
Generated from live data on this pageBased on the data on this page, Project Management & Onboarding App is the stronger choice for most Salesforce AppExchange merchants — 5.0★ vs Mobile forms & workflows for Salesforce | ProntoForms's 4.5★ is a meaningful gap that usually reflects real product or support quality differences across the user base. Pricing entry tiers: Project Management & Onboarding App at paid, Mobile forms & workflows for Salesforce | ProntoForms at paid. Check each app's tier structure for the capacity limits you actually need before deciding — the headline number is the same shape, but the gating shape per tier (apps, orders, integrations) varies. Project Management & Onboarding App has the larger user base (329 reviews vs 29), which usually maps to broader integration coverage, faster bug-fix cadence, and a deeper bench of community workflow patterns. Mobile forms & workflows for Salesforce | ProntoForms's smaller cohort can be an advantage for niche workflows where the bigger app has accumulated bloat. Recommended by store size: small/early-stage merchants who need fast install and low risk should default to Project Management & Onboarding App; mid-market and enterprise merchants with specific feature requirements should evaluate both — Mobile forms & workflows for Salesforce | ProntoForms's 29-review base may include the workflow context that matches your specific use case better than Project Management & Onboarding App's broader-but-shallower coverage. 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: Project Management & Onboarding App audit • Mobile forms & workflows for Salesforce | ProntoForms audit
1. Listing metadata
Field-level data| Project Management & Onboarding App | Mobile forms & workflows for Salesforce | ProntoForms | |
|---|---|---|
| Tagline | ||
| Description | ||
| Screenshots | — | — |
| Languages | ||
| Platforms | ||
| Developer | ||
| Listed | ||
| Last updated | — | — |
2. Pricing & plans
Listed prices · monthly · USDTier
Project Management & Onboarding App
Mobile forms & workflows for Salesforce | ProntoForms
Free
Starter
25
—
Paid #1
Standard
40
Advanced
45
Paid #2
Premium
60
—
3. Features
As listed by each developerProject Management & Onboarding App
- ✔ Transform Projects into Profits 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.
Mobile forms & workflows for Salesforce | ProntoForms
- Go through complex tasks with ease Power your technicians with adaptable, intuitive mobile forms that address the ever-growing intricacies of field service. Deliver the right information to the right person at the right time.
- Succeed as a team with collaborative workflows Leverage your technicians’ collective expertise to tackle complicated tasks. Allocate your skilled resources intelligently with shared workflows and mobile forms across your field teams.
- Access everything with an offline-first app Arm your field teams with an app that they can rely on for context no matter where they are on the job. Access asset resources and other pertinent data regardless of network coverage.
- Industry-leading security Get 99.9% uptime, cutting-edge app security, and process-oriented safeguards to protect your data. TrueConext is third-party-verified for SOC 2 Type II, HIPAA, and Title 21 CFR Part 11.
- Anchor your field service ops on data Leverage our mobile form workflows to automate data routing between the field and your office backend systems to enable data-driven field service for productivity and efficiency.
- Create adaptive workflows on a powerful no-code platform Capture the nuance of your field service environment with quick-to-build, quick-to-deploy workflows. Power rich data collection by controlling exactly what your operation requires.
- Leverage powerful conditional logic Our advanced “If this, then that” functionality gives you full control over the user experience in the app. Trigger specific actions – display relevant data, launch new work orders, generate output documents, and more.
- Generate custom documents for multiple stakeholders Build and format custom documents from a single workflow – work summary and CSAT feedback form to a customer, approval to a manager, a compliance record for future use by an auditor, and more.
- Collect field data intuitively Use the barcode scanner, document scanner and OCR on assets to instantly display historical information, pre-populate workflows, and load equipment-specific job guidance.
4. Categories & rankings
Shared categories on the same row · in-category position inlineProject Management & Onboarding App
Mobile forms & workflows for Salesforce | ProntoForms
Project Management#4 of 152
—
—
Field Service#23 of 113
5. Search rankings
Top 5 keywords · shared rankings prioritized| Keyword | Project Management & Onboarding App | Mobile forms & workflows for Salesforce | ProntoForms |
|---|---|---|
| workflow | #61 | #17 |
7. Activity in the last 90 days
Tracked changes · pricing, features, copy, screenshotsProject Management & Onboarding App · 3 changes
- Apr 13descriptionListing copy updated
- Apr 13descriptionListing copy updated
- Apr 13descriptionListing copy updated
Mobile forms & workflows for Salesforce | ProntoForms · 8 changes
- Apr 13descriptionListing copy updated
- Apr 13descriptionListing copy updated
- Apr 13descriptionListing copy updated
- Apr 13descriptionListing copy updated
- Apr 12pricingPricing updated
- Apr 12descriptionListing copy updated
- Apr 8descriptionListing copy updated
- Apr 7descriptionListing copy updated
8. Quality signals
Reviews · velocity · latest sentiment| Signal | Project Management & Onboarding App | Mobile forms & workflows for Salesforce | ProntoForms |
|---|---|---|
| Average rating | 5.0 ★ (329) | 4.5 ★ (29) |
| Reviews · last 7 days | — | +0 |
| Reviews · last 30 days | — | +0 |
| Reviews · last 90 days | — | +0 |
9. App details
Long-form description · keyword frequencyProject Management & Onboarding App
What is TaskRay? TaskRay is the #1 rated project management application on the AppExchange, now powered by Agentforce. 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
- project8×5.33%
- taskray7×4.67%
- management5×3.33%
- project management3×2.00%
- projects3×2.00%
- teams3×2.00%
- assign2×1.33%
- customers2×1.33%
- faster2×1.33%
- onboarding2×1.33%
- platform2×1.33%
- processes2×1.33%
Mobile forms & workflows for Salesforce | ProntoForms
Manufacturing Maximize asset uptime & productivity across the asset lifecycle with rich data and custom work order forms. Healthcare & Life Sciences Service complex assets with ever-changing or regional compliance requirements. Build custom forms that are auditable and Part-11 compliant. Natural Resources & Utilities Empower all your energy asset and safety forms. Mandate compliance and stay fully auditable. Feature Highlights • Workflow automation with alerts & escalations via SMS, email, Chatter • Automatically generate custom PDF, Word, MS Excel documents • Multi-language: render a form in multiple languages to the app-user. • Rich media collection: annotated photos, videos, OCR, barcodes, geo/time stamps • Advanced conditional logic to save time, guide & ensure error-proof form completion • Feed field data into your Salesforce dashboards/reports or Analytics Studio instantly • Enterprise-grade pro service team & Bolt Data’s Salesforce integration expertise to help your vision become a reality • TrueContext mobile app available on iOS, MacOS, Android, Windows • No connection required—available offline • HIPAA, SOC 2 Type II, FDA Title CFR Part 11 certified
Top keywords
- asset3×1.88%
- custom3×1.88%
- data3×1.88%
- forms3×1.88%
- auditable2×1.25%
- available2×1.25%
- compliance2×1.25%
- form2×1.25%
- rich2×1.25%
- salesforce2×1.25%
- service2×1.25%
- time2×1.25%
Frequently asked
Common questions about this comparisonIs Project Management & Onboarding App or Mobile forms & workflows for Salesforce | ProntoForms cheaper?
Both Project Management & Onboarding App and Mobile forms & workflows for Salesforce | ProntoForms offer paid plans only. Project Management & Onboarding App starts at paid; Mobile forms & workflows for Salesforce | ProntoForms starts at paid. Compare the per-tier features in the Pricing section above before committing.
Which has better reviews, Project Management & Onboarding App or Mobile forms & workflows for Salesforce | ProntoForms?
Project Management & Onboarding App has the higher average rating (5.0★ from 329 reviews) compared to Mobile forms & workflows for Salesforce | ProntoForms (4.5★ from 29 reviews). Both are tracked daily by AppRanks, so the figures here update each refresh cycle.
Should I choose Project Management & Onboarding App or Mobile forms & workflows for Salesforce | ProntoForms?
It depends on what you're optimizing for. Project Management & Onboarding App fits better if you prioritize rating consistency; Mobile forms & workflows for Salesforce | ProntoForms is the call if you need the larger user base. Read both apps' detail pages on AppRanks for the full feature breakdown, install counts, and recent listing changes.
Which is faster to set up, Project Management & Onboarding App or Mobile forms & workflows for Salesforce | ProntoForms?
Both apps are one-click installs from the Salesforce AppExchange marketplace. Project Management & Onboarding App has more onboarding documentation maturity (329 reviews vs 29), which usually translates to better-tested setup wizards and quicker time-to-value. AppRanks doesn't measure setup time directly — read the recent reviews on each app's detail page for merchant-reported install experience.
Which works better for small vs large Salesforce AppExchange stores?
Project Management & Onboarding App typically suits early-stage and growth-mode stores based on its review-base composition (329 reviews). Mobile forms & workflows for Salesforce | ProntoForms aligns more with early-stage and growth-mode stores (29 reviews). Larger review bases generally mean the app has been load-tested at scale — relevant if you're processing high order volume or handling enterprise compliance requirements.
Can I migrate data between Project Management & Onboarding App and Mobile forms & workflows for Salesforce | ProntoForms?
Migration support varies by app and category. Project Management & Onboarding App and Mobile forms & workflows for Salesforce | ProntoForms 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 Mobile forms & workflows for Salesforce | ProntoForms" in each app's help center. AppRanks does not track migration tooling directly — this is a category-specific capability worth verifying before commitment.