TaskRay vs. PlanStreet: Comparing Best Project Management Solutions 2026

Overview: TaskRay and PlanStreet as Project Management Category solutions.

TaskRay: TaskRay is a comprehensive customer onboarding and project management app for Salesforce, offering a wide array of features. It is recognized for its robust functionality and extensive capabilities.

PlanStreet: PlanStreet is a cloud-based case management software for non-profit health and human service organizations, automating processes and enhancing efficiency. Features include activity tracking, progress measurement, and a Kanban board for team collaboration.

This comparison of TaskRay vs. PlanStreet draws on 1360 Cuspera insights from customer stories. The use cases and topics below show where the two products overlap and where each one stands apart.

TaskRay supports Customer onboarding process automation, Project management for implementation teams, Customer onboarding workflow management, Client onboarding process automation, etc.

PlanStreet supports Centralized case management for community programs, Reentry case management automation, Housing application intake automation, Specialized care coordination management, etc.

TaskRay covers Project management, Customer onboarding, Resource planning, Professional services operations, etc.

PlanStreet covers Case management, Nonprofit program management, Workforce development, Government services, etc.

Top use cases: TaskRay vs PlanStreet

Use cases tied to TaskRay and PlanStreet from verified data sources. Click any use case for supporting evidences.

TaskRay PlanStreet

Top Capabilities: TaskRay vs PlanStreet

Lengths: relative topic prominence (square-root scale) · Labels: comparison split. Click any item for supporting evidences.

TaskRay
Shared
PlanStreet
TaskRay only
PlanStreet only

Deployed Industries: TaskRay vs PlanStreet

Lengths: relative industry prominence (square-root scale) · Labels: comparison split. Click any item for supporting evidences.

TaskRay
Shared
PlanStreet
Shared by both · Industries
TaskRay only
PlanStreet only

Deployed Market Segments: TaskRay vs PlanStreet

Share of peer evidence by company size for TaskRay and PlanStreet. Each product segments add up to 100%. Click any segment for supporting evidence.

TaskRay 100%
PlanStreet 100%

TaskRay and PlanStreet: Best activities based on customer satisfaction

TaskRay in Action: Unique Activities

How does TaskRay address your Training & Onboarding Challenges?
TaskRay is a cloud-based solution that streamlines customer onboarding by providing project management and task assignment capabilities. It offers a full suite of features for onboarding, including templates and organizational tools. TaskRay's numerous options may make it difficult to establish consistent best practices and training for teams.
"...It is very cost effective and their development team is actively adding new functionality regularly...." Peer review by Rich Beliveau, Senior Success Manager, Selas Technologies
Why is TaskRay the best choice for Collaboration?
TaskRay enhances team productivity and efficiency by facilitating project collaboration through task organization, file sharing, and communication tools. The software allows users to assign tasks, track progress, and engage in discussions within a shared platform. TaskRay's capabilities are limited by its integration with Salesforce, requiring users to have an existing Salesforce account.
"...By using projects and sub-projects, our tasks are much more organized, the right team members have visibility, and it provides for easy collaboration with Chatter...." Peer review by Travis C., Financial Services
How can TaskRay optimize your Helpdesk Management Workflow?
TaskRay provides customer success management to maximize user investment. Platinum support includes onboarding assistance. Platinum support also includes hands-on time from the support team for customizations and build-out.
"...Access to a Dedicated Customer Success Manager helps ensure you maximize your investment in TaskRay. Premium. ..." Product: Editions & Pricing

PlanStreet in Action: Unique Activities

How can PlanStreet optimize your Customer Case Management Workflow?
PlanStreet's case management software is designed to help nonprofit organizations effectively manage their cases and programs. The software allows for easy data organization and access, streamlining workflows and improving efficiency. It also offers features such as data validation and task alerts, helping staff work more effectively.
"...Case Management PlanStreet...." Case Management PlanStreet
What makes PlanStreet ideal for Workflow Management?
Planstreet helps businesses manage workflows efficiently. It allows teams to organize tasks and subtasks, track costs, and plan budgets. The software simplifies processes by providing features for workflow automation, alerts, and digital signatures.
"...Automate workflows & processes...." PlanStreet Case Management Solutions for Nonprofit Organizations