Accelerate Projects with Humans + Agents

TaskRay is the leading project management platform built natively on Salesforce. It brings project management, AI agents, MCP connectivity, and expert services together in one system of record for customer onboarding, implementation, and delivery.

TaskRay helps teams standardize how work gets done, identify risks earlier, improve collaboration, and accelerate the time between a signed agreement and a successful go-live.

TaskRay is designed for organizations that manage complex, repeatable customer projects in Salesforce. Common users include implementation teams, onboarding leaders, project managers, customer success teams, professional services organizations, operations teams, and executives responsible for customer delivery.

TaskRay is especially valuable for organizations that need to coordinate multiple teams, milestones, dependencies, customers, and compliance requirements across the delivery lifecycle.

Agentic Project Management is a new approach to delivery where people and AI agents work together to plan, manage, and complete projects.

TaskRay provides the trusted project system of record, while agents help automate status updates, identify risks, coordinate work, prepare briefings, and complete routine project activities. Human users remain in control of important decisions, approvals, and customer relationships. AI Assistants coordinate and execute the work.

TaskRay is built directly on the Salesforce Platform. Project data, customer information, workflows, permissions, reporting, and automation can operate within the same trusted environment.

Because TaskRay is Salesforce native, teams can connect delivery work with Sales Cloud, Service Cloud, Revenue Cloud, Experience Cloud, and other Salesforce solutions without relying on a disconnected project management system.

Organizations use TaskRay to manage:

• Customer onboarding
• Software and hardware implementations
• Client onboarding
• Equipment installation and deployment
• Franchise and location openings
• Property Improvement Projects
• Manufacturing and Capital Equipment installations
• Customer centric projects connected to Salesforce data

TaskRay is most effective when projects are repeatable, customer-facing, cross-functional, or operationally complex.

TaskRay helps organizations:

• Standardize customer delivery processes
• Improve visibility into go-lives and revenue recognition
• Accelerate time to value for customers
• Improve visibility into project health
• Identify risks and milestone delays earlier
• Connect sales, service, and delivery teams
• Clearly defined critical paths
• Reduce manual project administration
• Improve customer collaboration
• Support people and AI agents in one delivery system
• Create more predictable project outcomes

To get started, book time with our team. The first step is to identify the delivery process you want to improve, such as customer onboarding, implementation, or deployment.

The TaskRay team can then help you evaluate your requirements, design the right project structure, configure TaskRay for your Salesforce environment, and determine whether MCP connectivity, TaskRay Agents, or implementation services should be included.