Effortless Project Management, Native Integration

Unlock Salesforce's potential with TaskRay. Streamline projects, boost collaboration, and keep your team focused on success —all within the platform you trust.

What we will discuss

  • Your current process for managing projects and onboarding
  • Your preferred project management process; Kanban, project boards, calendars, etc.
  • Confirm the features and functionality you want to see in TaskRay
  • Coordinate time to see your personalized demo of TaskRay
All-in-One Project Management Features

Schedule a TaskRay Demo!

Why Salesforce-Native?

Data Integrity and Security

Native apps leverage Salesforce's security measures, keeping your data secure within the platform.

Seamless Integration

Salesforce-native apps integrate seamlessly, eliminating complex integrations and saving time and resources.

Enhanced Productivity

Native apps, designed for Salesforce users, offer seamless workflows and align with the platform's interface, boosting team efficiency.

Why TaskRay + Salesforce?

What happens when you combine the #1 CRM platform with the #1-rated project management app? You get a unified experience for managing projects across teams and customers. Consolidate your tech stack and achieve exceptional results with:
  • Alignment between functional areas
  • Clarity among multiple, conflicting sources of truth and poor user experience
  • Actional data and metrics
  • Real-time visibility for individuals, managers, and executives
  • Streamlined, consistent, and collaborative workflows
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
heather shafland
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.
best support enterprise
high performer
users love us
easiest to do business with
high performer

Trusted by Leading Brands

Have Questions?

We’ll take the time to get an understanding of your current situation and ideal state, answer your specific questions, and help you determine how TaskRay can help you master your new customer journey and ensure longterm success for you and your customers.
© 2025 TaskRay – All rights reserved.
Privacy Policy Legal