Manage Projects Better with TaskRay

TaskRay streamlines project management processes delivering more efficient and profitable projects,  while ensuring you are providing world class customer experiences.

How does it work? Easily create project plans, automate tasks, allocate work, and collaborate with teams

— all on Salesforce

Trusted by Leading Brands Around the World

Join thousands of customers who use TaskRay to elevate their project management. Whether you’re a Fortune 1000 company or a nonprofit,
TaskRay offers solutions that boost project efficiency, accelerate profits, and improve customer onboarding success.

Explore TaskRay solutions tailored to your industry, including
High Tech, Healthcare and Life Sciences, Franchise Management, Financial Services, and Manufacturing

Transform Projects Into Profits


Delivering projects faster results in less operating costs, improved customer experiences, faster cash collection, and increased people productivity. All of which goes straight to your bottom line. Transform projects into profit centers for your business with TaskRay. 

Manage Projects, Your Way

Build custom project workflows, standardize best practices with templates, and manage projects your way—TaskRay guides you to industry-leading outcomes with our best practices and built-in value creation. 

Faster Projects, Happier Customers

Easily manage project performance in TaskRay dashboards and reports, empowering you to identify inefficiencies across projects. Give Salesforce admins, project managers, and executives the tools to make smarter, more informed decisions speeding up time to value for every customer.

What are the benefits of TaskRay?

Time to value is the most important measurement for any project.
TaskRay helps teams deliver on the following results


Speed to Revenue

Fast-track revenue realization and order-to-cash (OTC) with quicker project completion and delivery

Speed to Value

Achieve critical business outcomes and milestones faster, enhancing project velocity and customer adoption

Customer Churn

Improve customer experience by delivering reliable and effective project management processes

Failed Projects

Ensure precise and accurate project kickoffs, avoiding costly do-overs and delays


Elevate CSAT, NPS, and overall customer experience on every project


Disparate Tools

Consolidate project management process natively into your Salesforce CRM


Manage team resourcing based on project capacity and specialized knowledge


Project Efficiency

Get more done, with the right resources and reduced costs

Explore TaskRay Solutions

Templates & Automation

Standardize project processes for teams ensuring consistent customer experiences and faster project delivery.

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Resource Management

Easily manage people resources and assign work based on skills, availability, capacity, and capabilities for the work you need done.

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Project Collaboration

Share project plans and assign work to coworkers, customers and contractors to speed up project cycle times.


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Analyze Performance

View and manage project performance in Salesforce dashboards and reports.

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Taunya Bunte

Can’t Do My Job Without It!

I manage thousands of events a year and TaskRay helps me keep everything on track from scheduling, team communication, and managing followup tasks. All while staying connected to the opportunities and accounts in Salesforce!

Love the App!

I love that TaskRay is native to the Salesforce platform, so all of the excellent features and functionality of Salesforce can be leveraged if you want to customize it for workflow management. The application goes beyond your standard Project Management tool, it can be used for Standard Operational Procedure workflow & automation as well Onboarding, Off boarding, and any process flow in between.

Lynn O’Donnell

Streamlined Our Customer Interactions

We started using TaskRay about a year ago. Since that time we have been able to track our projects across all customers and ensure on-time implementations. The use of templates and dependencies has also helped us plan scenarios for large projects.

Featured Customer Success Stories

Learn how Toast Elevates Customer
Onboarding Experiences with TaskRay

Toast provides a restaurant management platform that combines point of sale, hardware, software, and payment processing technology with a suite of third-party integrations to help restaurateurs improve operations, grow revenue, and delight guests.

TaskRay helps guide their customer onboarding teams through a complex set of activities including, scheduling kick-off calls, site surveys, menu build-outs, POS setup, and training. Learn how Toast relies on TaskRay to deliver world class customer experiences. 


MCG Health

See how MCG Health increased their year-over-year project growth capacity by 20%, while also increasing their customer Net Promoter Scores by 15%.


Discover how Toast has increased their productivity and efficiency across delivery teams, while being able to scale projects year over year.

86 Repairs

Learn how 86 Repairs streamlined their client onboarding and payment collection process by 29%, while also reducing their per location lost costs by 21%.

Download the Guide to
Create Customers for Life

Whether you’re just getting started or you’re a project management black belt looking to up level your customer onboarding experiences, there’s a play for you to run in our Post-Sale Playbook. Each play includes a detailed, step-by-step guide along with free resources such as templates, workshops, and Ebook. 

Ready to chat? Get in touch!