Taskfeed Pricing, Features, Reviews & Comparison of Alternatives

Taskfeed

Customer Onboarding Management for Salesforce

4.44/5 (18 reviews)

Taskfeed overview

When an Opportunity is Closed-Won (or based on activity within Salesforce) a project will be created. Your project plan will be created based on Templates which are mapped to customer segments, products, or your own criteria within Salesforce.

Your plan is scheduled automatically based on your templates. Set a baseline to track how your team is delivering against your commitment to the customer. As the plan changes Tasks are rescheduled based on the dependencies defined within the templates.

Keep your customers in the know throughout the entire process by sharing your project plan straight from Taskfeed. It’s as easy as sharing a link. No more sending a spreadsheet back-and-forth every time the plan changes.
taskfeedapp.com

Pricing

Starting from
$300/month
Pricing options
Value for money
View Pricing Plans

Devices

Business size

S
M
L

Markets

United States, Asia, Australia, Canada, China and 7 other markets, Europe, India, Japan, Latin America, Mexico, Middle-East and Africa, United Kingdom

Supported languages

English
Taskfeed screenshotTaskfeed - Customer Onboarding Project Management for SalesforceTaskfeed screenshotTaskfeed screenshot

Taskfeed reviews

Value for money
Features
Ease of use
Customer support
  4.5
  4.3
  4.3
  4.8
Simone Whitfield

This is a good option to reduce email noise for teams by pushing team collaboration to salesforce

Used daily for 1-2 years
Reviewed 2018-03-14
Review Source: Capterra

Improved team collaboration when they actually use it!I really like the templates and reporting ability. Being able to auto assign tasks out to individuals on the opportunity team based on roles gives each member a good indication of their to do list. Being able to drag and drop predecessor tasks and see the impact on the rest of the project makes aligning the actions with the teams deadlines simple. Using views to be able to manage tasks on team meetings and taking notes real-time in the feed has removed the need to send separate minutes and ensures everyone remembers what was discussed in the previous meeting.

Read the full review

Richard Vella

Very easy to configure and get started with minimum training requirements

Used daily for 1-2 years
Reviewed 2018-03-08
Review Source: Capterra

Consistent project approach and reports on who are late in doing their tasks so this can be addressed to ensure project remains on schedule.Nice GUI with easy access to the tasks and information contained within them. Easy templates can be created for projects that follow the same process each time which saves a lot of time in creating the tasks required. Being a Salesforce based product, integrates well with Opportunities and other Objects. Reports can be generated for many aspects of the project activities.

Read the full review

Anthony Kozik

It has helped us to streamline our business and make sure all tasks are front of mind

Used daily for 2+ years
Reviewed 2018-03-15
Review Source: Capterra

I like its ability to easily be used and the ability to customize it. I find the layout is very straightforward and you can get a quick snapshot of where projects stand.

Read the full review

Kristian Carlson

Taskfeed was the solution we were looking for and enables us to be much more efficient!

Used daily for 2+ years
Reviewed 2018-03-09
Review Source: Capterra

The support that is offered is second to none! Immediate responses and solutions every time! The updates are great at capturing new and innovative additions.

Read the full review

Anonymous

Taskfeed is a robust project management tool that allows our team and clients to succeed.

Used daily for 6-12 months
Reviewed 2018-03-08
Review Source: Capterra

A project management tool that is integrated with our Salesforce account (I can't say enough how much of a game changer that was for user adoption). Also, a more robust tool with dependencies, baselines, and powerful template options.Integrated with our Salesforce account to allow our team to work out of one platform. Client-facing, real-time view of the project. Ability to customize tasks, templates, and processes. Taskfeed is responsive to requests (both service and product development).

Read the full review

Taskfeed pricing

Starting from
$300/month
Pricing options
Free trial
Subscription
View Pricing Plans

LAUNCH - 25 Full Users, 50 read-only users plus Unlimited External Viewers

GROWTH - 50 Full Users, 250 read-only users plus Unlimited External Viewers

ENTERPRISE - Contact sales@taskfeedapp.com for a quote

Taskfeed features

Collaborative Workspace
Drag & Drop Interface
Gantt Charts
Project Planning
Project Time Tracking
Task Tracking

API (171 other apps)
Activity Dashboard (106 other apps)
Activity Tracking (97 other apps)
Automatic Notifications (112 other apps)
Collaboration Tools (133 other apps)
Commenting (98 other apps)
Prioritizing (130 other apps)
Progress Tracking (101 other apps)
Project Management (139 other apps)
Project Tracking (96 other apps)
Projections (309 other apps)
Task Management (103 other apps)
Third Party Integration (115 other apps)
Timesheets (106 other apps)

Additional information for Taskfeed

Benefits

DEFINE REPEATABLE BEST PRACTICE PLAYBOOKS
Projects are created based on activity within Salesforce. Your project plan will be created based on playbooks which are mapped to customer segments, products, or your own criteria within Salesforce.

PLANNING AND SCHEDULE WITH DEPENDENCIES
Your project plan is scheduled automatically. Set a baseline to track how your team is delivering against your commitment to the customer. As the plan changes Tasks are automatically rescheduled based on the dependencies defined within the templates.

SHARE WITH YOUR CUSTOMER
Keep your customers in the know. Share your project plan straight from Taskfeed. It’s as easy as sharing a link. No more sending a spreadsheet back-and-forth every time the plan changes.

100% NATIVE
Taskfeed is built entirely on the Salesforce platform. This means you extend Taskfeed using the same capability your use to customize Salesforce, including creating custom fields, workflow, automation and much more.

TASKFEED SOLUTIONS
Manage your projects in Salesforce related to your Account, Opportunities, Cases and Custom Objects.