TaskRay Customer vs Reg BI – Form CRS — Salesforce

TaskRay Customer Onboarding and Post-Sale Work Management For Salesforce vs Reg BI – Form CRS Powered by Broadridge

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	Reg BI – Form CRS Powered by Broadridge
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	“Under Regulation Best Interest (Reg BI), disclosures must be sent to clients and prospects. How can you deliver Form CRS anytime, anywhere? Now, with the Broadridge “Reg BI – Form CRS” app, advisors can deliver Form CRS with a simple click of a button.”252 chars
Description	1190 / 2000 chars60% used	910 / 2000 chars46% used
Screenshots	—	—
Languages	en	en
Platforms	Salesforce	Salesforce
Developer	TaskRay	Broadridge Financial Solutions, Inc.

At a glance

8 metrics · auto-computed

Feature comparison between TaskRay Customer Onboarding and Post-Sale Work Management For Salesforce and Reg BI – Form CRS Powered by Broadridge
Metric	TaskRay Customer Onboarding and Post-Sale Work Management For Salesforce	Reg BI – Form CRS Powered by Broadridge
Rating	5.0 ★	—
Total reviews	330	0
Free plan	—	—
Pricing	paid	paid
Pricing tiers	★ 3 tiers	1 tier
Listed features	★ 9	3
Languages	1 supported	1 supported
Listed since	Aug 2012	Apr 2021

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 Reg BI – Form CRS Powered by Broadridge's 0.0★ is a meaningful gap that usually reflects real product or support quality differences across the user base.

Pricing

Pricing entry tiers: TaskRay Customer Onboarding and Post-Sale Work Management For Salesforce at paid, Reg BI – Form CRS Powered by Broadridge 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 (seats, usage volume, integrations) varies.

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. Reg BI – Form CRS Powered by Broadridge'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 — Reg BI – Form CRS Powered by Broadridge'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 • Reg BI – Form CRS Powered by Broadridge audit

Listed	August 9, 2012	April 28, 2021

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.

Reg BI – Form CRS Powered by Broadridge

Send Form CRS to clients and prospects
Deliver in the method that they want – email or physical mail
Track every delivery: who received what and when

5. Search rankings

Top 5 keywords · shared rankings prioritized

Keyword	TaskRay Customer Onboarding and Post-Sale Work Management For Salesforce	Reg BI – Form CRS Powered by Broadridge
faster and	#1	Not ranked
project management	#1	Not ranked
project	#2	Not ranked
form	Not ranked	#9
order form	Not ranked	#19

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%

Reg BI – Form CRS Powered by Broadridge

Reg BI – Form CRS Powered by Broadridge simplifies Reg BI disclosures, easily and compliantly. Transparent integration with Salesforce empowers advisors to trigger disclosures from within familiar workflows. Working with your firm, Broadridge aggregates a library of pre-approved Form CRS versions and seamlessly integrates this with Salesforce. From the advisor perspective, you simply click a button to deliver the right Form CRS anytime, anywhere, on any laptop or mobile device. You can verify and track Form CRS delivery within Salesforce. The Reg BI – Form CRS app is a streamlined version of the Broadridge Smart Distribution Hub – a robust tool that simplifies regulatory, marketing and essential communications delivery to clients and prospects. Smart Distribution Hub is a proven solution by the industry leader in regulatory communications. Simplify Reg BI compliance. Download the app today.

Top keywords

crs5×3.79%
form5×3.79%
form crs5×3.79%
bi4×3.03%
reg4×3.03%
reg bi4×3.03%
broadridge3×2.27%
salesforce3×2.27%
bi form2×1.52%

Frequently asked

Common questions about this comparison

Is TaskRay Customer Onboarding and Post-Sale Work Management For Salesforce or Reg BI – Form CRS Powered by Broadridge cheaper?

Both TaskRay Customer Onboarding and Post-Sale Work Management For Salesforce and Reg BI – Form CRS Powered by Broadridge offer paid plans only. TaskRay Customer Onboarding and Post-Sale Work Management For Salesforce starts at paid; Reg BI – Form CRS Powered by Broadridge starts at paid. Compare the per-tier features in the Pricing section above before committing.

Should I choose TaskRay Customer Onboarding and Post-Sale Work Management For Salesforce or Reg BI – Form CRS Powered by Broadridge?

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 Reg BI – Form CRS Powered by Broadridge?

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). Reg BI – Form CRS Powered by Broadridge 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 Reg BI – Form CRS Powered by Broadridge

TaskRay Customer Onboarding and Post-Sale Work Management For Salesforce

1. Listing metadata

Reg BI – Form CRS Powered by Broadridge

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

Reg BI – Form CRS Powered by Broadridge · 0 changes

7. App details

Frequently asked

Is TaskRay Customer Onboarding and Post-Sale Work Management For Salesforce or Reg BI – Form CRS Powered by Broadridge cheaper?

Should I choose TaskRay Customer Onboarding and Post-Sale Work Management For Salesforce or Reg BI – Form CRS Powered by Broadridge?

Which is faster to set up, TaskRay Customer Onboarding and Post-Sale Work Management For Salesforce or Reg BI – Form CRS Powered by Broadridge?

Which works better for small vs large Salesforce AppExchange admins?

See full keyword rankings, install trends, and weekly alerts

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