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.

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

TaskRay Cloud Ecosystem

Scope
Sell
Deliver
Support
Grow
Salesforce Clouds
  • Sales Cloud
  • Configure Price Per Quote (CPQ)
  • Healthcare Cloud
  • Healthcare Cloud
  • Financial Services Cloud
  • Experience Cloud
  • Service Cloud
  • Field Service Cloud
  • Einstein
  • Chatter
TaskRay Project 360™
  • Project Management
  • Automations
  • Artificial Intelligence (AI)
  • Templates
  • Task Management
  • Resource Management
  • Collaboration Hub
  • Project Analytics
Open APIs/Integrations
  • Forms
  • File & Document Sharing
  • E-signatures
  • Chat Bots
  • Email Communications 
  • Text Notifications
  • Dev PM Tools (JIRA) + TaskRay
  • Learning Management (LMS)
  • Customer Management (CMS)

Salesforce Clouds

TaskRay integrates seamlessly with Salesforce Clouds to create complete end-to-end workflows. See how TaskRay works with your existing Salesforce products:

TaskRay speeds up the handoff from sales to onboarding by providing on-demand access to all customer data, notes, and documents. Trigger kickoffs and assign work directly to teams to jump-start projects.

TaskRay streamlines the transition from quote to onboarding by building bespoke workflows based on customer needs, speeding up time to value with pre-built, standardized processes.

TaskRay enhances project management with centralized communication, file sharing, and seamless integration with other Salesforce Clouds, enabling faster project execution and better compliance.

TaskRay works with Service Cloud to manage customer support projects by tracking tasks, setting milestones, and streamlining workflows within Salesforce.

TaskRay enhances Field Service by organizing tasks, tracking work orders, and managing project workflows within Salesforce, ensuring efficient field operations and improved team coordination.

Industry Clouds

TaskRay Serves Customers Across All Industries

Communications Cloud
Financial Services Cloud
Energy & Utilities Cloud
Manufacturing Cloud
Health Cloud
Life Sciences Cloud
Education Cloud

Ready to learn more?

Discover how TaskRay can help you build, manage, and optimize your processes to deliver the best post-sale moments for your customers.
© 2025 TaskRay – All rights reserved.
Privacy Policy Legal