PAIN-FREE CUSTOMER ONBOARDING 

You closed the deal in Salesforce. Now, what? Get your customers onboard and make them happy with TaskRay, the top-rated project management app in Salesforce. More than half of our users onboard customers or fulfill orders with TaskRay post-sale. And because TaskRay is Salesforce native, you can seamlessly tie TaskRay projects and tasks to existing accounts, opportunities, and contacts. Best of all, with TaskRay’s automation capabilities, kicking off a project is a breeze.


THE YING TO SALESFORCE’S YANG

TaskRay is a 100% Salesforce native project management app. Here’s why that matters to you and your customers:

Shallow Learning Curve

All learning styles and experience levels are supported, making user adoption a breeze. 

Time is Money

Since TaskRay resides within Salesforce, it will always be up and running when Salesforce is running. 

Your Customer Data is Secure

With TaskRay, your data never leaves your Salesforce instance. And TaskRay uses the same security and sharing controls you already know and trust within Salesforce.


PLATFORM AGNOSTIC

PC or Mac, desktop, laptop, tablet, phone or watch — TaskRay’s got you covered.


DID WE MENTION HAPPY CUSTOMERS?

We believe a happy customer is one who feels you’ve fulfilled the promises made during the sales process. Someone who clearly sees that you value their time and resources. Someone who will tell others how your product or service has helped them. By getting your customers up and running in a timely, seamless, and organized manner, TaskRay helps you make your customers happy. TaskRay = Success.


Learn more about how TaskRay can help you painlessly get your customers on board and make them happy.

ALWAYS FRESH, BEYOND INTUITIVE

Our development team spends their days (and many nights) thinking about how people manage projects. Which is why TaskRay contains a feature set unmatched by any other project management software.

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TOP FIVE FEATURES

(a.k.a. just a few of the reasons users love TaskRay)

1. View Your Projects Your Way

Just say no to clunky project management software and go agile. With TaskRay you can visualize projects and tasks in one of three beautifully designed views: ROW (task grouping by attribute) KANBAN (sticky notes on a whiteboard), and PLAN (interactive Gantt chart).

 

2. Project Templates

Once you close the deal, TaskRay helps you get your new customers up and running quickly and efficiently with project cloning and automation. Make your new customers happy by building a post-sales process using TaskRay’s cloneable project templates, repeating tasks and automation features.

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3. Robust Reporting

Since TaskRay is a 100% Salesforce native project management solution, all your project and process management work can be seamlessly tied to existing Salesforce data such as accounts, opportunities and contacts. This makes reporting a snap.

 

4. Creating Dependencies

First things first and last things last. Order matters. That’s why TaskRay supports tasks and milestones that are dependent on each other. With TaskRay, you can visually connect tasks through the interface – when something changes, you can easily drag and drop tasks and whole projects while maintaining the key relationships between tasks.

 

5. Time Tracking

Time tracking is a crucial part of project management – when you can see how you and your team are allocating time, you can increase productivity. TaskRay’s time tracking feature allows you to track and report on estimated, actual and billable time; and even generate time sheets by projects.


TaskRay has everything you need in a project management app. And we’re adding and improving features constantly,
with product updates several times a year. We even offer a way for TaskRay users to suggest a feature – many of which end up making it into TaskRay. View a complete feature list.

CUSTOMIZE FOR YOUR BUSINESS

No matter what your business, TaskRay puts you in the driver’s seat by enabling you to manage projects and processes – all within Salesforce. We made TaskRay lightweight, agile, and customizable to suit your needs. And because TaskRay is native, it supports many of the Salesforce customizations and actions you’re already using to run your business.


WE MAKE IT SIMPLE

TaskRay customizations are simple, quick, and powerful – most take less than 30 minutes, some as few as five. We provide all the resources to guide you through these changes, from online guides to webinars. And if you want something more custom, we are happy to recommend a trusted implementation partner

The beauty of TaskRay is that if you’re using Salesforce, it’s a natural fit.


TaskRay is customizable, no matter what business you’re in.

OVER 125 5-STAR REVIEWS

“Intuitive tool, excellent customer service.”

This tool is very easy to use and to adapt to our business purposes...The user guide documentation is incredibly thorough, and every time I’ve had a question or request someone has followed up with me immediately.
— Lisa Hunter, Center For Youth Wellness | San Francisco, CA
 

“Best in class.”

As a PM app this is excellent: 1) easily customise to your own workflow and business process, 2) very intuitive to use, makes team training almost instant, 3) integrates beautifully with other customer objects and processes, and 4) it looks great too. TaskRay is the supermodel of Project Management :)
— Stuart Leo, Blirt | Australia
 

“TaskRay addict and proud of it”

In our business we have introduced two new acronyms BTR (Before TaskRay) and ATR (After TaskRay). Its helps us identify when projects were started because if it was BTR we all understand why the project stalled or never got off the ground in the first place. However if the project was started ATR then our expectation that the project will be completed somewhere around when we said it would be is very much higher.
— Baden Bradbury, Brickworks | Australia
 
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“Great for customer on-boarding mangement.”

For our Customer Success team, we were looking for a tool to track the on-boarding progress of our customers that would help keep the Sales dept and CS dept on the same page. We’re several months in and it’s been extremely helpful. They’ve made multiple improvements and feature enhancements along the way; I look forward to seeing how it evolves in the future!
— Stephanie Bell, Handshake | New York, NY

JUST A FEW OF OUR HAPPY CUSTOMERS


Learn more about what people are saying about TaskRay or let us know how we can help. Read reviews.

EASY TO INSTALL, EVEN EASIER TO LEARN

We know software only solves problems when people use it. That’s why we’ve created a bevy of different tools to help get you and your team trained and up and running in TaskRay.

Step-by-Step Guides

We have two step-by-step guides – Installation & Customization for admins and Getting Started for users. The guides have screenshots and detailed instructions to help you navigate your way through TaskRay.

Webinars

We offer monthly webinars to demonstrate TaskRay in action. Our webinars cover general overviews, product release updates, special topics, use cases, and app integrations. Whether you’re considering TaskRay or already using it, we highly recommend joining a webinar to learn more.

User Forums

Knowledge is power. And our users have a lot of knowledge. In addition to our TaskRay Forum, you can connect with other TaskRay users in the Salesforce Success Community – during implementation and beyond.

Team Training

Our video training series takes you and your team through the basics and best practices in 2-3 minute clips.


Learn more about how easy it is to implement TaskRay.