Get every customer
off to a strong start.

Our leading enterprise customer onboarding solution includes everything companies need to manage new customer projects and maximize secondary revenue—no matter what business you’re in.

Trusted by top companies around the world.

TaskRay’s Customer Onboarding Suite provides everything companies need for long-term success.


Deliver a flawless customer experience from day one.

TaskRay helps you professionalize your onboarding process and ensures a single source of truth with best practice templates, automated workflows and powerful work management tools.


Engage and empower the right people at the right time.

With TaskRay, you can involve everyone needed—from your sales and customer success teams to partners and even customers—to deliver every customer onboarding project with excellence.

ONBOARDING operations

Ensure the visibilty you need for continuous improvement and growth.

TaskRay enables you to monitor current projects, improve the quality of your initial customer experience, and scale efficiently.


Uncover and capitalize on revenue expansion opportunities.

With TaskRay, you can capture the insights that will help your teams expose opportunities and nurture relationships with new customer champions.

Companies that care about customer experience choose TaskRay.

You may call it something different, but every customer needs to be onboarded.


Financial Services



Does your customer onboarding experience measure up?

Organizations that lead in customer experience outperformed laggards on the S&P 500 index by nearly 80%.


Upgrades and second order revenue make customer success 5x more valuable than sales.

Jason Lempkin, SaaStr

Proud to be a recognized industry leader and employer.

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