Project Management & vs FlexiPath — Salesforce

Project Management & Onboarding App vs FlexiPath

Side-by-side comparison · 24 data points

Project Management & Onboarding App

5.0·329reviews

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

Change

1. Listing metadata

Field-level data

	Project Management & Onboarding App	FlexiPath
Tagline	“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.”252 chars	“FlexiPath by Summit extends Salesforce with advanced, metadata-driven path configuration. Build dynamic, multi-object paths with tasks, guidance, and automation—no code required. Designed for admins to create intuitive, process-driven user experiences.”252 chars
Description	1186 / 2000 chars59% used	1085 / 2000 chars54% used
Screenshots	—	—
Languages	en	en
Platforms	Shopify	Shopify
Developer	TaskRay	Summit
Listed	August 9, 2012

At a glance

9 metrics · auto-computed

Feature comparison between Project Management & Onboarding App and FlexiPath
Metric	Project Management & Onboarding App	FlexiPath
Rating	5.0 ★	—
Total reviews	329	0
Free plan	—	—
Pricing	paid	paid
Built for Shopify	—	—
Pricing tiers	★ 3 tiers	1 tier
Listed features	★ 9	8
Languages	1 supported	1 supported
Listed since	Aug 2012	Dec 2025

Last updated	—	—

3. Features

As listed by each developer

Project 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 Don't settle for task management in spreadsheets or outdated PM tools.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.

FlexiPath

Unlimited Path Fields – Display all the fields your team needs at each stage for complete visibility and faster updates.
Multi-Column Layouts – Organize information into clean, structured layouts that improve user efficiency and readability.
Step-Based Task Templates – Trigger predefined tasks or checklists for each stage to ensure consistent follow-through.
Customizable Path Features – Control caching, default view expansion, and collapsible sections to tailor the user experience.
Guided Setup Wizard – Configure paths, mappings, and automation with clicks—not code—through an intuitive admin interface.
Cross-Cloud Compatibility – Use FlexiPath across Sales, Service, and Industry Clouds for unified process management.
Process Consistency & Compliance – Enforce standardized steps and rules that ensure every record follows your business process.

Keyword	Project Management & Onboarding App	FlexiPath
jotform	#15	Not ranked
workflow	#35	Not ranked
sign app	#84	Not ranked

9. App details

Long-form description · keyword frequency

Project 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%

FlexiPath

FlexiPath by Summit transforms Salesforce into a dynamic, metadata-driven process management framework. Built entirely on the Salesforce Platform, it empowers admins to create flexible, guided experiences that adapt to any object, record type, or business workflow—without code. Solve Key Challenges: • Overcome the field and layout limits of standard Path. • Improve process consistency, visibility, and accountability. • Accelerate user adoption with intuitive, guided layouts. Key Features: • Unlimited Path Fields: Display and update any number of fields per stage. • Multi-Column Layouts: Organize data for clarity and speed. • Step-Based Task Templates: Auto-create tasks or checklists by stage. • Configurable Experience Controls: Manage caching, expand/collapse, and detail-view preferences. • Admin-Friendly Setup: Define and deploy paths with clicks—no Apex or scripting required. FlexiPath extends the Lightning Design System to deliver an enhanced, consistent Salesforce experience—helping teams work smarter, faster, and in full alignment with organizational processes.

Top keywords

salesforce3×2.11%
experience2×1.41%
fields2×1.41%
flexipath2×1.41%
guided2×1.41%
key2×1.41%
layouts2×1.41%
path2×1.41%
process2×1.41%

Frequently asked

Common questions about this comparison

Is Project Management & Onboarding App or FlexiPath cheaper?

Both Project Management & Onboarding App and FlexiPath offer paid plans only. Project Management & Onboarding App starts at paid; FlexiPath starts at paid. Compare the per-tier features in the Pricing section above before committing.

Should I choose Project Management & Onboarding App or FlexiPath?

It depends on what you're optimizing for. Project Management & Onboarding App fits better if you prioritize rating consistency; FlexiPath 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 FlexiPath?

Both apps are one-click installs from the Salesforce AppExchange marketplace. Project Management & Onboarding App has more onboarding documentation maturity (329 reviews vs 0), 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). FlexiPath aligns more with early-stage and growth-mode stores (0 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 FlexiPath?

Migration support varies by app and category. Project Management & Onboarding App and FlexiPath 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 FlexiPath" in each app's help center. AppRanks does not track migration tooling directly — this is a category-specific capability worth verifying before commitment.

Project Management & Onboarding App vs FlexiPath

Project Management & Onboarding App

1. Listing metadata

FlexiPath

At a glance

AppRanks verdict

2. Pricing & plans

3. Features

4. Categories & rankings

5. Search rankings

7. Activity in the last 90 days

Project Management & Onboarding App · 3 changes

FlexiPath · 1 changes

9. App details

Frequently asked

Is Project Management & Onboarding App or FlexiPath cheaper?

Should I choose Project Management & Onboarding App or FlexiPath?

Which is faster to set up, Project Management & Onboarding App or FlexiPath?

Which works better for small vs large Salesforce AppExchange stores?

Can I migrate data between Project Management & Onboarding App and FlexiPath?

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