Manage Projects Better with TaskRay

TaskRay simplifies project management, helping businesses launch projects, complete tasks, and deliver successful outcomes faster than conventional tools like spreadsheets.

Quickly set up project plans with templates, automate tasks, manage resources, and collaborate across teams

— all on Salesforce

Trusted by Leading Brands Around the World

With over a 1,000 Salesforce customers, TaskRay is the leading work management solution for businesses in High Tech, Healthcare and Life Sciences, Franchise Management, Financial Services, and Manufacturing aiming to enhance onboarding and project management. Whether you are a Fortune 1,000 company or a nonprofit, TaskRay has solutions to fit your needs.

Customer Onboarding Made Easy


Tear down silos and roll back tech stacks by managing all of your work, data, and reporting right within Salesforce. TaskRay suite of project management, task management, and resource management tools enable enterprises to leverage Salesforce across departments and lines of business to deliver superior customer onboarding experiences.

Customize and Scale Beyond Traditional Project Management Solutions

Out of the box, TaskRay has all of the features you expect of an enterprise work management tool — but with unmatched customization abilities. Because TaskRay is built with Salesforce’s technology and interface, it can be customized in any way that Salesforce can. Create custom fields and objects, automate flows, and set up dashboards to measure KPIs across the business. All of your data stays in Salesforce, ensuring complete continuity and visibility for contributors, project managers, leaders, and customers.

Measure Project Success and Customer Outcomes

TaskRay’s advanced analytics and reporting features offer invaluable insights into your business processes, empowering you to identify inefficiencies and enhance productivity across every project. Extend performance data to system admins, project managers and executives, all natively in Salesforce. Make smarter and informed decisions to increase top line revenue and reduce bottom line costs.

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 Work Management Solutions

Templates & Automation

Create standardized processes allowing you to have consistent experiences and deliver successful projects more quickly.

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Resource Management

Gain clear visibility into project progress, proactive planning, and optimal resource utilization that are critical for complex processes.

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Project Collaboration

Collaborate with partners and customers for streamlined task consolidation, customized insights for stakeholders, and clear communication

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Analyze Performance

Gain insights into project performance and profitability with public dashboards and project 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

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!