TaskRay is the #1 Native Salesforce app for Onboarding and Implementation for Tech Companies

Over 97% of our ratings in the AppExchange are 5-star ratings

As a tech company we know the importance of onboarding. We're on a mission to ensure your customers / clients get off to a great start with a flawless onboarding and implementation experience.

Hear it directly from our customers: A selection of case studies

We have over 1,300 customers, many of whom rave about our software. We'll let them do the talking... Check out some of our tech/SaaS case studies below.

  • Harver: Ease of installation and the importance of a single source of truth within Salesforce
  • SmarterHQ: Transparency and quick access to information, and powerful reporting capabilities
  • UpKeep: As a startup, the need to eliminate disparate systems and the reduced onboarding time
  • MWS Technology: The desire for more automation and the importance of having templates for different types of implementations

Want to take TaskRay for a free test drive?

We have a number of options for a free trial, including one where TaskRay comes bundled with a trial version of Salesforce (so you don't have to worry about your existing data). The options are set up so that you have nothing to lose and everything to gain once you see how powerful and easy the TaskRay app works within Salesforce.


Want to do a little more research on your own?

You can check out a recording of a recent intro webinar here, where you'll see a quick demo of product functionality, use cases, and much more. Or you can see the full list of all our previous webinars here. And you're always welcome to poke around our web site for more information on pricing, features, and a lot more.

If you’re looking for information on customer / client onboarding best practices with Salesforce, check out our recent video where we outline the 4 critical steps—all in 60 seconds.

And finally, do you want to do more than just onboarding or need a full project management solution? No worries, we've got you covered. You can see our full project management capabilities here.