Manage Projects
Better with TaskRay

TaskRay is the leading project management solution built for complex customer deliveries. Broken onboarding costs you trust, time, and revenue. TaskRay helps you fix it fast and scale what works.

Build project templates and workflows, automate tasks, easily assign work across teams, and collaborate with customers—all inside Salesforce.

Leading Brands Onboard Customers with TaskRay

Join thousands of businesses using TaskRay to streamline complex customer onboarding and project delivery—right inside Salesforce.
Made For

Bring Order to Every Project– Inside Salesforce

TaskRay is the Salesforce-native project management app that helps you standardize processes, accelerate delivery, and stay aligned across teams—whether you’re onboarding customers, launching new locations, or managing complex installs.
Customer & Client Onboarding

Onboard faster.
Protect revenue.

Turn new customers into successful customers—fast. TaskRay helps you kick off projects automatically, track every milestone, and collaborate with customers in real time.
Launch-ready project templates – Spin up onboarding projects based on what each customer bought, so you can get started immediately.
See What’s Happening – Stay on top of onboarding timelines and tasks so you can spot issues early and keep things moving.
Work Together, Seamlessly – Share updates, tasks, and files with your customers in one secure place to keep everyone aligned and accountable.
Perfect for: SaaS, Financial Services
Project Management for Complex Deliveries

Run large-scale projects with confidence.

Coordinate work across departments, align stakeholders, and execute your most complex projects—on your terms.
Centralized team coordination – Bring Sales, Services, Ops, and IT into one unified project view, directly inside Salesforce.
Resource and workload planning – Balance workloads based on team capacity, location, or skillset to avoid burnout and delays.
Repeatable frameworks for execution – Use task hierarchies and templates to create consistency across every project.
Perfect for: Internal Teams, Strategic Initiatives, Franchise Operations, and Systems Integrators
Equipment & Device Installations

Streamline installs across vendors and systems.

Make every deployment smoother—from complex healthcare devices to retail tech setups—with tools built for high-stakes, compliance-driven installs.
Work management across external partners – Coordinate contractors, vendors, and internal teams—even if they aren’t in Salesforce.
Compliance and milestone tracking – Stay ahead of documentation, approvals, and regulatory checkpoints throughout the project.
Accurate capacity planning – Forecast availability and resources to better schedule installs and avoid delays.
Perfect for: Healthcare, Life Sciences, Manufacturing, Financial Services, and Regulated Industries
Franchise Store Development

Launch new locations —
on time and on brand.

From site selection to go-live, TaskRay gives you the visibility 
and tools to manage store launches at scale.
Flexible timelines and schedule controls – Adjust dates and pause work when unexpected changes arise—without derailing the project.
Internal and external collaboration – Keep internal teams and outside vendors aligned, even if they’re not in Salesforce.
Insights to optimize future launches – Analyze performance to continuously improve store openings and scale with confidence.
Perfect for: Retail Chains, QSRs, Hospitality Brands, 
Franchise Operators

Tailored Solutions for Salesforce Customers

Discover how TaskRay can transform your industry

TaskRay is perfect for businesses that...

Need more than spreadsheets or disconnected, non-Salesforce tools can provide.

Experience delayed revenue and dissatisfied customers due to slow onboarding or implementation.

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

Manage complex implementations with strict compliance and regulatory requirements.

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

Transform Projects
Into Profits

Deliver projects faster, cut costs, and boost productivity. TaskRay turns your projects into profit centers.
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Faster Revenue Realization
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Cost Reductions
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What Our Customers Say

salesforce app exchange
One of TaskRay’s biggest strengths is its flexibility—it adapts to our workflows rather than forcing us to change how we operate. If you’re looking for a project management solution that scales with your business and delivers real results, TaskRay is the way to go!
Melanie Duke
Director of Business Process Development at TurnKey Marketing
salesforce app exchange
TaskRay has streamlined our project management and operations, boosting efficiency and collaboration. Integrating TaskRay with tools like Formstack and FilePulse 360 has further simplified client onboarding and improved team coordination.
Marissa Lambrecht
Operations Team Lead at Appluent
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 spreadsheets. 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 TaskRay 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
TaskRay is a really great tool. It has saved our teams a ton of time on project set up and given us unparalleled visibility across all our projects, all natively in Salesforce.
jeremy bannon
Jeremy Bannon
Founder | Consultant at Full Circle SFDC LLC
salesforce app exchange
TaskRay is a powerful and easy to use tool to manage complex projects. Customizable to fit the business needs and user-friendly. Great support from the TaskRay customer service team. We highly 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 business 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
I have been using TaskRay for years. It is a great tool for planning projects and managing tasks with colleagues and customers alike. I love that everything 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, automations, and analytics. We save a lot of time since these processes are easily cloned for every 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
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TaskRay Academy
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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.

Customer Success Stories

Get In Touch

Ready to chat? Schedule a call with us to see how TaskRay can help you manage projects better.
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