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The Agentic Customer Onboarding Experience for Salesforce

TaskRay brings Agentic project management to onboarding and delivery teams on Salesforce. Intelligent workflows anticipate risk, reduce manual work, and guide next best actions in real time, so projects stay compliant, on track, and reach go live faster.

Faster onboarding means revenue is recognized sooner. TaskRay accelerates time to value and helps teams deliver measurable impact for every customer.

Manage projects smarter with TaskRay.

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Leading Brands Onboard Customers with TaskRay

Join thousands of businesses using TaskRay to streamline complex customer onboarding and project delivery, inside Salesforce.

Made For Salesforce

Bring Order to Every Project

At TaskRay, we believe technology should handle the operational complexity of onboarding, especially in regulated industries, so teams can focus on building relationships, accelerating adoption, and delivering lasting customer value.

Customer & Client Onboarding

Onboard faster.
Protect revenue.

Turn new customers into successful customers—fast. TaskRay helps you kick off projects automatically, track every milestone, and collaborate with customers in real time.

Launch-ready project templates – Spin up onboarding projects based on what each customer bought, so you can get started immediately.

See What’s Happening – Stay on top of onboarding timelines and tasks so you can spot issues early and keep things moving.

Work Together, Seamlessly – Share updates, tasks, and files with your customers in one secure place to keep everyone aligned and accountable.

Perfect for: SaaS, Financial Services

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Project Management for Complex Deliveries

Run large-scale projects with confidence.

Coordinate work across departments, align stakeholders, and execute your most complex projects—on your terms.

Centralized team coordination – Bring Sales, Services, Ops, and IT into one unified project view, directly inside Salesforce.

Resource and workload planning – Balance workloads based on team capacity, location, or skillset to avoid burnout and delays.

Repeatable frameworks for execution – Use task hierarchies and templates to create consistency across every project.

Perfect for: Internal Teams, Strategic Initiatives, Franchise Operations, and Systems Integrators

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Equipment & Device Installations

Streamline installs across vendors and systems.

Make every deployment smoother—from complex healthcare devices to retail tech setups—with tools built for high-stakes, compliance-driven installs.

Work management across external partners – Coordinate contractors, vendors, and internal teams—even if they aren’t in Salesforce.

Compliance and milestone tracking – Stay ahead of documentation, approvals, and regulatory checkpoints throughout the project.

Accurate capacity planning – Forecast availability and resources to better schedule installs and avoid delays.

Perfect for: Healthcare, Life Sciences, Manufacturing, Financial Services, and Regulated Industries

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Franchise Store Development

Launch new locations —
on time and on brand.

From site selection to go-live, TaskRay gives you the visibility  and tools to manage store launches at scale.

Flexible timelines and schedule controls – Adjust dates and pause work when unexpected changes arise—without derailing the project.

Internal and external collaboration – Keep internal teams and outside vendors aligned, even if they’re not in Salesforce.

Insights to optimize future launches – Analyze performance to continuously improve store openings and scale with confidence.

Perfect for: Retail Chains, QSRs, Hospitality Brands,  Franchise Operators

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AI-Powered Project Management in Salesforce

TaskRay + Agentforce turns your Salesforce project data into an intelligent assistant that prioritizes work, flags risks, and keeps every project moving.

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Made For

Tailored Solutions for Salesforce Customers

Technology & SaaS

Healthcare Life Sciences

Real Estate & Franchising

Manufacturing

Financial Services

Telecommunications

Discover How TaskRay Is Transforming Your Industry

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TaskRay is perfect for businesses that...

Need more than spreadsheets or disconnected, non-Salesforce tools can provide.

Experience delayed revenue and dissatisfied customers due to slow onboarding or implementation.

Manage customer experiences in Salesforce; Sales, CPQ, Service, and Experience
Clouds.

Manage complex implementations with strict compliance and regulatory requirements.

Who Benefits from TaskRay

Project Managers

More Efficient Project Delivery
Collaborate with Anyone
Easily Assign Tasks & Work
Manage Resources & Capacity

Management & Operations

Enhanced Customer Experience (CSAT)
Reduced Project Costs
Faster Revenue Collection
Real-Time Project Analytics

Salesforce Administrators

Salesforce Native
Dedicated Support Team
No Integration Required
Extensive Knowledge Base

Transform Projects
Into Profits

Deliver projects faster, cut costs, and boost productivity. TaskRay turns your projects into profit centers.

Faster Project Completion

Faster Revenue Realization

Cost Reductions

In Customer Satisfaction

In Project Visibility

In Project Capacity

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!!

Shannon Crouse

3x Salesforce Certified Solutions Architect / Project Manager at Offprem Technology

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

Before Taskray, new client orders would occasionally get dropped, and other types of projects would go weeks without meaningful progress updates. The visibility and real-time status updates we gained have enabled my team to keep up with our volume, and no orders have been dropped since we got onto the tool.

Tyler Hoffman

CEO

We are a federation of healthcare related companies and have used Taskray for the several years now. It has been spectacular and we have used it to run all kinds of small and large projects very effectively. I would highly recommend this to anyone who needs effective project management on the Salesforce platform.

Paramjit "Romi" Chopra

President at Midwest Institute for Minimally Invasive Therapies

We always recommend TaskRay where applicable. For companies that have the types of processes supported by TaskRay, we heartily recommend the app. Really well designed with excellent documentation and top notch customer support.

Steve Chipman

Marketer at CRM Switch

I find TaskRay a fantastic project management tool. I use it internally to manage my work with clients. I also administer it for clients as a consultant and find it easy to work with and configure.

Kim Davis

RevOps Strategist at Kicksaw

A MUST for any Project Management on Salesforce! TaskRay finds a way to fuse simple checklist / GTD, Agile, and Waterfall project management in one tool. I have been involved in Project Management for over a decade and it is hard to find a tool that does any one of these three methodologies well, and TaskRay executes all three interchangeably with excellence.

Jason Washburn

Founder at Agility Academy

Great Tool for Project Management with A Great Product Support Team! TaskRay is easily customizable and excellent for our user requirements and differing project types. We use it to manage our client projects and also for internal performance management and goal tracking.

Case Thompson

Sr. Property Transitions Coordinator at Greystar

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1 on 1 Support

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What Makes TaskRay Unique?

What makes TaskRay unique compared to other solutions? We believe in customer enablement.

Every TaskRay customer has on demand access to industry leading knowledge, dedicated customer success and technical support teams, TaskRay Academy training and support documentation to ensure you get the most from your investment in TaskRay.