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Pipefy vs TaskRay: 2024 Ultimate Comparison Guide

Comparison Summary

This comparison report of Pipefy vs. TaskRay is based on a specific set of business needs and context. The comparison uses 2188 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.

Introducing Pipefy and TaskRay

Pipefy belong to a category of solutions that help Marketing Automation, whereas TaskRay belong to a category of solutions that help Project Management. Different products excel in different areas, so the best platform for your business will depend on your specific needs and requirements.

Pipefy covers Workflow Management, Training & Onboarding, Helpdesk Management, Collaboration, etc.

TaskRay focuses on Training & Onboarding, Collaboration with Social Media, Helpdesk Management, Social Media Management, etc.

Unsure which of these solutions is right for you? Our Cuspera AI engine can compare them based on your needs and specific to your industry and context. Get your personalized report today.


logo Pipefy

Focus area

Software Failure Risk

  • medium

logo TaskRay

Focus area

Software Failure Risk

  • low

About

Pipefy: The Work Management Platform

TaskRay - More than Project Management. Customer Onboarding in Salesforce

Financials

SERIES B

PRIVATE

Business Need

Total Processes
(we found evidences for)

50

43

Total Goals
(we found evidences for)

13

8

Top Processes

Evidences indicate better relative satisfaction


workflow management


training & onboarding


helpdesk management



communication management

sending & publishing communications

tracking & monitoring communications


engagement management

engaging and following up


content management

content publishing


campaign management



contact list management


customer feedback management

measuring customer satisfaction


lead qualification

lead qualification: technographic


sales document management

contract management


pipeline management




performance management



social media management


sales call management

meeting management


generation of new leads




rating and review management


lifetime value management


account management


products & pricelist management


customer case management



knowledge management


Top Goals

Goals Achieved

  • Launch new products

  • Acquire customers

  • Improve internal communications

  • Improve efficiency

  • Scale best practices

  • Increase sales & revenue

  • Build brand awareness

  • Enter new markets internationally or locally

  • Enhance customer relationships

  • Improve digital and social presence

  • Improve visibility

  • Manage risk

  • Establish thought leadership

  • See 10 more
  • Scale best practices

  • Acquire customers

  • Enhance customer relationships

  • Improve internal communications

  • Improve stakeholder relations

  • Improve ROI

  • Grow market share

  • Increase sales & revenue

  • See 5 more

Top Channels

Channels Used

  • e-mail

  • social media

  • website

  • chat

  • games

  • See 2 more
  • e-mail

  • social media

  • website

  • chat

  • games

  • See 2 more

Failure Risk Guidance Security Report?

Low Medium High
Low Medium High

Compliance Risk

medium

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medium

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Security & Privacy Risk

medium

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medium

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Integration Risk

medium

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low

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Migration Risk

medium

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low

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Business Setting