TaskRay is the leader in customer onboarding in Salesforce.

TaskRay helps businesses onboard customers faster and more efficiently. By using TaskRay’s templating and automation functions high tech, SaaS, Wealth Management, Manufacturing, and Franchising businesses can build systems that scale whether they have 100 customers or 10,000 customers.

  • TaskRay is built on the Salesforce Platform to enable seamless customer onboarding right in Salesforce Sales Cloud ® as well as other Salesforce Clouds such as FSC, Service Cloud, HSC, and more.

  • Get an overview of key customer onboarding metrics and health with robust reporting and dashboards.

  • Utilize built in templates and automation tools to onboard customers & clients more quickly and efficiently and consistently.

  • Decrease your customer’s time to implement your solution and increase your retention and customer satisfaction.

You can also use TaskRay to manage projects for Agile Dev, Marketing, Consulting, Back Office and Non-Profit program delivery and fundraising.

Additionally, it functions wonderfully as a full suite project management solution.

Customer Onboarding

Full Suite Project Management


TaskRay was recently featured in a Salesforce App Talks video segment with one of our customers, SmarterHQ

We tell our users that converting your customers into evangelists on day one is a main advantage of TaskRay. We also love to give demos because we believe that ‘seeing is believing’. So what better way to walk our talk than let you watch a Salesforce segment featuring one of our customers?

Quick Quote: “Before TaskRay… It was a dark time... with a lot of individualized documents and spreadsheets that didn’t allow us to get an overview of what everybody was doing.

Don't have time to watch the full video? Just watch the parts you're most interested in. Salesforce has segmented the video by topic (click to view):