Effectively handle onboarding for one product or multiple services to reduce false starts and set customers up for success from day one.
Customer Success & Account Managers
Handle ongoing customer relations, feedback, and upsell opportunities post-onboarding.
Sales & Pre-Sales Teams
Facilitate seamless customer journey handoff processes and high-touch account engagement.
Revenue Operations
Get visibility into revenue recognition and project profitability based on task status and milestones.
Executives
Gain comprehensive project insight into projects right at your fingertips, enabling a deeper understanding of resource allocation, milestones, team effectiveness, and influence on revenue.
HR & Training Leaders
Create standardized and consistent employee onboarding and internal training processes.
86 Repairs Enjoys a 29% Decrease in Client Onboarding Time
With streamlined onboarding, 86 Repairs sees higher profitability and greater customer satisfaction.
“TaskRay has improved our customer experience because they no longer have to follow up with us. We always know exactly where they are. And because TaskRay is Salesforce-native, have brought all of our GTM teams into one tool.”
What Our Customers Say
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!!
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
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