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). Checklist Genius typically suits early-stage and growth-mode teams based on its published review base (5 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 Checklist Genius — Salesforce

TaskRay Customer Onboarding and Post-Sale Work Management For Salesforce vs Checklist Genius

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	Checklist Genius
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	“Checklist Genius is a powerful and intuitive checklist management app designed to streamline your task tracking & organisation. Seamlessly integrated with Salesforce, Checklist Genius empowers you to create, manage, & collaborate on checklists with ease.”254 chars
Description	1190 / 2000 chars60% used	705 / 2000 chars35% used
Screenshots	—	—
Languages	en	en
Platforms	Salesforce	Salesforce
Developer	TaskRay	Kandisa Technologies
Listed

At a glance

8 metrics · auto-computed

Feature comparison between TaskRay Customer Onboarding and Post-Sale Work Management For Salesforce and Checklist Genius
Metric	TaskRay Customer Onboarding and Post-Sale Work Management For Salesforce	Checklist Genius
Rating	5.0 ★	★ 5.0 ★
Total reviews	★ 330	5
Free plan	—	★ Yes
Pricing	paid	freemium
Pricing tiers	★ 3 tiers	1 tier
Listed features	★ 9	7
Languages	1 supported	1 supported
Listed since	Aug 2012	Jul 2024

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.

Checklist Genius

INTUITIVE CHECKLIST CREATION Create comprehensive checklists quickly and easily using a user-friendly interface. Customise lists with tasks, subtasks, due dates, and priorities.
CUSTOMIZABLE TEMPLATES Save time by using pre-built templates for common tasks and projects. Tailor templates to match your unique processes and workflows.
MOBILE ACCESSIBILITY Access your checklists and tasks on the go with a responsive mobile interface. Stay productive whether you are in the office or out in the field.
ENHANCED PRODUCTIVITY Boost your overall productivity by efficiently managing tasks, collaborating effectively, and achieving better task organisation.
FLOW INVOCABLE Easily automate checklist creation using the provided invocable Apex method. Build simple, custom flow in your Salesforce org to streamline checklist creation and enhance efficiency.
FEATURES COMING SOON Dark Mode compatible UI Filter Combo-box with filter retention A suite of Advanced Features

Keyword	TaskRay Customer Onboarding and Post-Sale Work Management For Salesforce	Checklist Genius
app designed	#5	#2
workflow	#41	#68

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%

Checklist Genius

Checklist Genius is a powerful and intuitive checklist management app designed to streamline your task tracking and organisation. Seamlessly integrated with Salesforce, Checklist Genius empowers you to create, manage, and collaborate on checklists with ease. Whether it's project milestones, compliance processes, or daily to-dos, Checklist Genius simplifies your workflow, enhances productivity, and ensures nothing falls through the cracks. Experience efficient task management, customisable templates, real-time collaboration, and insightful reporting, all within your Salesforce environment. Elevate your checklist game with Checklist Genius and achieve unmatched control over your tasks and projects.

Top keywords

checklist6×6.67%
checklist genius4×4.44%
genius4×4.44%
management2×2.22%
salesforce2×2.22%
task2×2.22%

TaskRay Customer Onboarding and Post-Sale Work Management For Salesforce vs Checklist Genius

TaskRay Customer Onboarding and Post-Sale Work Management For Salesforce

1. Listing metadata

Checklist Genius

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

Checklist Genius · 1 changes

7. App details

Frequently asked

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Which works better for small vs large Salesforce AppExchange admins?

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