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TaskRay for Midsize Companies

101 – 500 Employees

Manage Projects with Confidence

TaskRay is the perfect Salesforce-native solution for midsize businesses who need a project management solution that grows with them as their project volume increases and their workflows become more complex. Affordable and flexible, TaskRay helps you handle day-to-day tasks and major projects with ease.

REDUCE TIME & LABOR COSTS

Maximize Your ROI While Maintaining Top-Notch Quality

Every dollar counts. TaskRay helps you see exactly how your projects are flowing and how resources are being used, so your team can work smarter and get better returns.

INCREASE VISIBILITY

Use Data to Make Smarter Decisions for Your Growth

Data is your best friend! TaskRay provides real-time insights into project performance, so you can spot opportunities for improvement and make decisions that drive growth.

SPEED UP PROJECT COMPLETION

Simplify Your Workflow and Reduce the Stress

Managing projects shouldn't feel like a juggling act. TaskRay simplifies your processes with workflows and smart automation, so your team can deliver consistent results without the stress.

IMPROVE CUSTOMER SATISFACTION

Create Customer Experiences That Keep Them Coming Back

With TaskRay for midsize businesses, you can speed up project delivery and reduce churn, helping your team focus on what really matters—keeping your customers happy.

Real Success Stories from Midsize Businesses

Technology & SaaS

Customer Onboarding

Toast’s Customer Onboarding Team Optimizes their Workflows with TaskRay

Toast now manages more customers efficiently, improving workload management and team capacity.

Healthcare

Client Installations

MCG Health’s Project Efficiency and NPS Improvement Gets Supercharged

TaskRay plays a key role in their project growth by helping them achieve more with less.

Technology & SaaS

Customer Onboarding

ePayPolicy standardizes onboarding across all products to make for smoother customer experiences

TaskRay has helped ePayPolicy scale onboarding operations as their company has grown to include three new product families.

TaskRay Drives Project Success and Efficiency for Everyone

No matter your role, TaskRay helps you reach your goals with ease and confidence.

Project Managers

Faster Project Delivery
Easy Collaboration
Task & Work Assignment
Resource & Capacity Management

Management & Operations

Enhanced Customer Experiences (CSAT)
Reduced Project Costs
Faster Time-to-Revenue
Real-Time Project Analysis

Salesforce Admins

Salesforce-Native Solution
Dedicated Support Team
No Integration Required
Extensive Knowledge Base

TaskRay Turns Your Projects into Profits

Deliver projects faster, cut costs, and boost productivity

Faster Project Completion

Faster Revenue Realization

Decrease in Project Costs

Increase in Customer Satisfaction

Increase in Project Visibility

Increase in Project Capacity

What Mid-Market Companies Love About TaskRay

What Customers Are Saying About TaskRay

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

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

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

Business Process Manager at CyberPower Systems USA, Inc.

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

Senior Operations Analyst at 1upHealth

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

Salesforce Platform Manager at MRA

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

Enterprise Architect at NBCU

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

Founder | Consultant at Full Circle SFDC LLC

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

IT Application Specialist at Amcor

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

President at Avinta Services

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

3x Salesforce Certified Solutions Architect / Project Manager at Offprem Technology

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

VP at Spatial Data Logic Inc.

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

Director of Technology Services at Fortis

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

Co-founder and CTO at BkonectG

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

Sr. Consultant at Veltig

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

CEO

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

President at Midwest Institute for Minimally Invasive Therapies

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

Marketer at CRM Switch

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

RevOps Strategist at Kicksaw

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

Founder at Agility Academy

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

Sr. Property Transitions Coordinator at Greystar

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