Manage Projects Better with TaskRay

Streamline your project management and effortlessly onboard new customers. Create plans, automate tasks, allocate work, and easily collaborate across teams—all within Salesforce.
"Easy to implement and powerful native tool"
Kim Davis

Trusted by Leading Brands

Join thousands of companies like Toast, Aflac, and Paylocity who rely on TaskRay for improved project efficiency and customer experiences.

TaskRay is perfect for businesses that...

Have outgrown spreadsheets or non-Salesforce solutions and require greater visibility into
project performance.

Experience revenue collection delays due to
lengthy onboarding and implementation
processes.

Manage customer experiences in Salesforce
across Sales, CPQ, Service, and Experience
Clouds.

Manage complex customer implementations
due to multiple SKUs, requiring custom
solutions and support.

Made For

Tailored Solutions for Salesforce Customers

Discover How TaskRay Can Transform Your Industry

Transform Projects Into Profits

Deliver projects faster, cut costs, and boost productivity. TaskRay turns your projects into profit centers.
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Faster Project Completion
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Faster Revenue Realization
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Cost Reductions
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%
In Customer Satisfaction
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%
In Project Visibility
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%
In Project Capacity

Who Benefits from TaskRay

Project Managers
  • More Efficient Project Delivery
  • Collaborate with Anyone
  • Easily Assign Tasks & Work
  • Manage Resources & Capacity
Management & Operations
  • Enhanced Customer Experience (CSAT)
  • Reduced Project Costs
  • Faster Revenue Collection
  • Real-Time Project Analytics
Salesforce Administrators
  • Salesforce Native
  • Dedicated Support Team
  • No Integration Required
  • Extensive Knowledge Base
TaskRay Academy
TaskRay Help Center
Guided Product Tours

What Makes TaskRay Unique?

What makes TaskRay unique compared to other solutions? We believe in customer enablement.

Every TaskRay customer has on demand access to industry leading knowledge, dedicated customer success and technical support teams, TaskRay Academy training and support documentation to ensure you get the most from your investment in TaskRay.
Create repeatable workflows

Templates & Automation

Easily build repeatable, scaleable, and shareable project templates to accelerate projects and onboarding processes.
Manage teams efficiently

Resource Management

Easily staff projects, assign work and tasks to teammates, customers, or partners based on unique skills, requirements and capabilities.
Complete projects fast

Task Management

Centralized all the moving parts of your project and manage projects your way with Gantt Charts, Kanban boards, calendar view, spreadsheet, checklists, and more.
Involve everyone

Collaboration

Easily bring customers and partners into project workflows to boost visibility and accountability on all project tasks.
Make better Decisions

Analytics

Monitor project performance and profitability in real-time with TaskRay Analytics. Review project health or drill down for in-depth analysis of active statuses, delays, and resource allocation. 

By the Numbers

Join thousands of companies like Toast, Aflac, and Paylocity who rely on TaskRay for improved project efficiency and customer experiences.
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Over 7.2 million projects managed each year
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Over 36 million tasks completed annually
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600k new projects created each monthly
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13k new projects managed per customer annually
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TaskRay is used in 110 countries around the world
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Customers on average complete projects 2.5x faster

What Our Customers Say

salesforce app exchange
TaskRay has played a key role in the growth of our Marketing Team. As our team really evolved, the tool evolved with us. It's setup in such a way where the changes were easy to make and quick to roll out. And if there was ever a question, the support is second to none.
heather shafland
Heather Shafland
Business Process Manager at CyberPower Systems USA, Inc.
salesforce app exchange
TaskRay has been great for our company. Before we spent our time in meetings with clients and internal stakeholders to figure out where we were in projects based on data that was manually inputted every day in sheets. Now we are able to create templates, clone, and simply add time to projects with the ability to pull Salesforce reports and share public dashboard links with our clients.
ariana zamora
Ariana Zamora
Senior Operations Analyst at 1upHealth
salesforce app exchange
Taskray helps our different lines of business organize their roadmap of business easily and with transparency. We are able to share project information across the company allowing the business to understand resource allocation and gaps. This app is so simple to use and configure to our needs. I would highly recommend TR to anyone that needs project management assistance.
paula jarvis
Paula Jarvis
Salesforce Platform Manager at MRA
salesforce app exchange
I work for a Salesforce Partner and have recommended TaskRay to almost every client who has a need for an Salesforce-native project management solution. Out of box, there are a number of automated features that clients can immediately leverage with minimal configuration required. The team at TaskRay is fantastic as well.
tim brevart
Tim Brevart
Enterprise Architect at NBCU
salesforce app exchange
Really great tool. Saved us a ton of time on project set up and gave us visibility across all our projects in one place.
jeremy bannon
Jeremy Bannon
Founder | Consultant at Full Circle SFDC LLC
salesforce app exchange
Taskray is a good tool to manage complex projects. Customizable to fit the business needs and user-friendly. Great support from the Taskray customer service team. We recommend Taskray +++++
ludivine jobit
Ludivine Jobit
IT Application Specialist at Amcor
salesforce app exchange
The consolidated analytics of sales to delivery is on point. From an implementation perspective, tool is simple to turn up and customize. The online support and team behind them are frictionless.
gita kulkarni
Gita Kulkarni
President at Avinta Services
salesforce app exchange
TaskRay has saved our nonprofit so much time! We are able to organize for upcoming events in a whole new way, making us so much more productive. We love that we can delegate and track project tasks to fellow employees, instead of them getting lost in texts and emails. Thank you TaskRay!!
shannon crouse
Shannon Crouse
3x Salesforce Certified Solutions Architect / Project Manager at Offprem Technology
salesforce app exchange
Been using it for years. It is a great tool for planning and coordination that is baked into salesforce.
jack flood
Jack Flood
VP at Spatial Data Logic Inc.
salesforce app exchange
TaskRay has really helped to fill a huge need in our company. We needed a way to make sure that all new customers get onboarded in a consistent way and that the process be visible to management. TaskRay has enabled us to that with the use of templates that can be cloned for any new customer.
enrique pasos
Enrique Pasos
Director of Technology Services at Fortis
salesforce app exchange
Taskray took us to the next level! We looked for a solution to manage our professional services business. We looked for a platform that will allow us to manage projects, tasks and resources and have them all link back to our customer database and opportunities. We definitely made the right choice with Taskray.
gil zilberstein
Gil Zilberstein
Co-founder and CTO at BkonectG
salesforce app exchange
I've used TaskRay personally and installed it on many client orgs. This is one of the best project management tools available for the Salesforce Platform. Along side with being my top choice, the TaskRay support team is always available to help out and has been outstanding with quickly resolving issues.
kirk reinzuch
Kirk Reinzuch
Sr. Consultant at Veltig
g2
Before Taskray, new client orders would occasionally get dropped, and other types of projects would go weeks without meaningful progress updates. The visibility and real-time status updates we gained have enabled my team to keep up with our volume, and no orders have been dropped since we got onto the tool.
tyler hoffman
Tyler Hoffman
CEO
salesforce app exchange
We are a federation of healthcare related companies and have used Taskray for the several years now. It has been spectacular and we have used it to run all kinds of small and large projects very effectively. I would highly recommend this to anyone who needs effective project management on the Salesforce platform.
paramjit romi chopra
Paramjit "Romi" Chopra
President at Midwest Institute for Minimally Invasive Therapies
salesforce app exchange
We always recommend TaskRay where applicable. For companies that have the types of processes supported by TaskRay, we heartily recommend the app. Really well designed with excellent documentation and top notch customer support.
steve chipman
Steve Chipman
Marketer at CRM Switch
salesforce app exchange
I find TaskRay a fantastic project management tool. I use it internally to manage my work with clients. I also administer it for clients as a consultant and find it easy to work with and configure.
kim davis
Kim Davis
RevOps Strategist at Kicksaw
g2
A MUST for any Project Management on Salesforce! TaskRay finds a way to fuse simple checklist / GTD, Agile, and Waterfall project management in one tool. I have been involved in Project Management for over a decade and it is hard to find a tool that does any one of these three methodologies well, and TaskRay executes all three interchangeably with excellence.
jason washburn
Jason Washburn
Founder at Agility Academy
g2
Great Tool for Project Management with A Great Product Support Team! TaskRay is easily customizable and excellent for our user requirements and differing project types. We use it to manage our client projects and also for internal performance management and goal tracking.
case thompson
Case Thompson
Sr. Property Transitions Coordinator at Greystar
g2
The Best Choice for SaaS Implementation Teams. You get all the benefits of an amazing project management tool, like task and time tracking, but you also get all of the incredible Salesforce functionality like automation, reporting, and dashboards.
ari knight
Ari Knight
Vice President of Customer Experience at extendedReach by KCare
g2
TaskRay helps manage our time, tasks and projects in a simple, yet effective manner. I like the drag-and-drop user interface. Being able quickly assign a single task or many tasks is a time-saver!
brandon lechner
Brandon Lechner
Delivery Operations Manager at Kicksaw
best support enterprise
high performer
users love us
easiest to do business with
high performer

Customer Success Stories

Get In Touch

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