I feel that the folks at SmartKarrot are not just selling a top-quality product but are keen on helping their customers drive value from it (Quite the Win-Win strategy!).

I liked the ease with which the entire customer success journey was established on SmartKarrot platform. It helped us map the onboarding journey as well as retention journey.

SM team is super supportive and helpful. They have a strong team to implement the product.

Overall good experience with the product, support is quite good. Well behaved and professional.

Starting from training to using the software, everything is smooth and easy. I really loved the software and recommend the same to others as well.

My experience with SmartKarrot, from when I sat down for a product demo until now, has been excellent.

SM is a product with great potential, it will greatly help customer success and business analysis if implemented properly. Their people are smart and supportive, super professional.

The platform is intuitive and has very useful set of features to help our customer success team.

Integration with native apps is very easy and the documentation has helped us to get going very fast than building each feature from ground up.

It's easy to use software with multiple features which enable the user to use all the features for better management of customer success.

The product could have a more streamlined interface. Some things are a bit difficult to find, but they are usually there, just hidden among other things.

The frequent updates to platform without informing us beforehand caused some inconvenience, but overall, it still meets our CS needs.

My overall experience has been a positive one. SmartKarrot makes it easy to stay organized so I’m always prepared whenever I meet with clients.

The Success Plays are also super helpful to have defined processes for certain customers. The user interface is very friendly and our CSM was extremely helpful during the integration process.

SENSITIVE CONTENT] have been amazing to work with and are dedicated to helping our team get up to speed and succeed within the platform. They have always been accessible.

Onboarding was very simple with the help of the support team from SmartKarrot. The platform is very easy to use and team members successfully navigated the platform without much training.

SmartKarrot offers the possibility to create Playbooks to define clear guidelines to help CSMs with their daily tasks. This option is great to define processes and help new starts to go up to speed.

There's no new tab option , all activity you have to do in same tab , number of repetition in same tab.

The touchpoint functionalities are also helpful to carry out handovers among CSMs. They are a great asset to log important information of the accounts.

The ability to organize, clone, set deadlines, milestones, dependencies, etc. It is easy to get a hold of someone to ask for help or finding resources.

Fantastic intuitive project management. Like Kanban, but force.com based.

If you need to be able to tie your projects to salesforce object this is a great solution. Has most PM functionality that you would be looking for and is fairly easy to use.

To edit any of the times, settings, you have to go to a settings menu to make changes. You can drag around the time lines but everything else is in a clunky menu.

We used this tool to track salesforce projects on our sales operations and IT teams. It was easy to use and visually appealing compared to other simple PM tools.

It is really nice being able to customize work tasks by assigning it to different and/or multiple people. It is super easy to change the status of the tasks too.

It can be glitchy sometimes and has some weird quirks.

The highlight of this software is that the it is integrated into Salesforce well.

Great experience with the platform, the integration is seamless and easy and the customer support is superb.

TaskRay is great for collaborating on projects and keeping track of the tasks to get the work done. Chatter is a handy way to share info with teammates on progress.

Taskray helps keep your day very organized and has great customizability.

I like how you can visually see where you are in a project and that it adapts based off when tasks are accomplished.

Good to be able to see all projects and tasks in one application. Integrated with SalesForce, so I don't have to open multiple apps, just moving form screen to screen.

It might be the way it’s set up for my office, but it’s really tricky to learn because it can do so much. I can never find what I’m looking for, and our team is not using it the same way.

Hard to set up dependencies without shifting all dates.

I don't like that there when there are multiple duties, you have to scroll over on the screen to see what stage of the process they are in.

I like that it combines a lot of PM features in a flexible interface that pretty seamlessly integrates with the CRM features of Salesforce.

US Dollar

SmartKarrot allows Customer Success and Account Management teams to handle their Customer Growth (Expansion & Retention) and  Scaling Growth operations efficiently (through Intelligence & Automation).

1. Built on a foundation of Augmented Intelligence, SmartKarrot proactively handles complex use cases around Expansion & Retention. Across multiple products, service lines and geographies.
2. Our Intense focus on Automation & Playbooks allows our customers to scale efficiently.
3. Our New Age Design with a PLG mindset allows for a great experience for users.
4. Our unlimited user packages allows our clients to become truly Customer Centric, and enables great alignment within teams.

LongDescription

Real Time Analytics

Engagement Tracking

Surveys & Feedback

Activity Tracking

Customer Segmentation

Sentiment Analysis

Communication Management

Customer Database

Customizable Fields

Churn Management

Account Alerts

Customer Experience Management

Multi-Channel Data Collection

Survey/Poll Management

Real Time Data

Performance Metrics

Real-Time Notifications

Workflow Management

Revenue Management

Event Triggered Actions

Activity Dashboard

Predictive Analytics

Account Management

Community Management

Customizable Templates

Customer Management

Dashboard

Customer Engagement

Customizable Branding

Reporting/Analytics

Usage Tracking/Analytics

Monitoring

Trend Analysis

Feedback Management

Client Management

Negative Feedback Management

Onboarding

Task Management

Health Score

Search/Filter

Customizable Reports

NPS of Customers

Collaboration Tools

Win/Loss Analysis

Configurable Workflow

Reporting & Statistics

Renewal Management

Widgets

Third-Party Integrations

Email Management

Alerts/Notifications

Real Time Reporting

Behavior Tracking

Campaign Management

Access Controls/Permissions

NPS Survey Structure

Data Import/Export

Process/Workflow Automation

AI/Machine Learning

Data Visualization

Customer Journey Mapping

Customizable Forms

Drag & Drop

CES Survey Structure

CSAT Survey Structure

Chat/Messaging

Self Service Data Preparation

Visual Analytics

Contact SmartKarrot for a personalized price quote.

Email/Help Desk

FAQs/Forum

Knowledge Base

Phone Support

Chat

51-200

201-500

501-1000

1000+

SmartKarrot

Live Online

Webinars

Documentation

Videos

TaskRay by Bracket Labs is a cloud-based project management and customer onboarding solution for Salesforce. The software being a native Salesforce app, enables businesses of all sizes to manage, support and track business operations. TaskRay provides drag-and-drop functionality, reporting and dashboards to handle tasks.


TaskRay features solutions such as full suite project management and customer, franchise and SaaS onboarding.  Primary features of TaskRay include kanban boards, templates, stitcher, baselining, task cards, multiple ownership, task assignments, time tracking, labels, topics, auto-follow, feed tracking, customer statuses, lightening components and dashboards. The software supports collaboration by using file sharing and Chatter groups.


TaskRay integrates with Quip, GridBuddy, DocuVault, Box, Conga, CircusInsight and FormAssembly. Pricing is via monthly subscription and support is provided via documentation, an online help desk and email.



Deadline Management

Milestone Tracking

Project Templates

Task Scheduling

Portfolio Management

Task Planning

Gantt/Timeline View

Projections

Calendar Management

Assignment Management

Project Time Tracking

Cost-to-Completion Tracking

Agile Methodologies

Client Portal

Percent-Complete Tracking

File Sharing

Traditional Methodologies

Time & Expense Tracking

Reporting/Project Tracking

Kanban Board

To-Do List

Recurring Tasks

Prioritization

Task Progress Tracking

Starting at $25/user/month. Choose from an annual commitment per user or per instance or choose to purchase the TaskRay starter pack which includes up to 5 users. 

Additional discounts available for Nonprofits.

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