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
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.
ariana zamora
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 sheets. 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
paula jarvis
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 TR to anyone that needs project management assistance.
Paula Jarvis
Salesforce Platform Manager at MRA
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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.
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