Salesforce-Native Work Management
Manage projects and resources, automate work, and collaborate with customers and across teams — all on 
Curb SaaS Sprawl and Unite on Salesforce
Tear down silos and roll back tech stacks by managing all of your work, data, and reporting right within Salesforce. TaskRay’s project, task, and resource management tools enable enterprises to leverage Salesforce across departments and lines of business.
Custom Solutions for Every Team
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.
Unlock Business Potential with Robust Reporting
TaskRay’s reporting features offer invaluable insights into your business processes, empowering you to identify inefficiencies and enhance productivity. With access to previously inaccessible data, you can make informed decisions and optimize operation across the business.
Personalized, effective onboarding
Powerful work management tools and automated workflows make onboarding efficient.
Include everyone
Involve customer success, sales and everyone else you may need for a successful project.
Powerful reporting
Monitor projects for continuous improvements to your customer onboarding experience.
Capitalize on growth opportunity
Expose insights that lead to growth and new customer champions.
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!
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.
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Create Customers for Life
Whether you’re just getting started or you’re a pro looking to uplevel your post-sale experiences, there’s a play for you run in our Post-Sale Playbook. Each play includes a detailed, step-by-step PDF along with free resources such as templates, workshops, and Ebook. Take our quick Post-Sale Maturity Assessment to find the plays that are right for you.