TaskRay Customer Onboarding Software

Our leading enterprise customer onboarding solution includes everything growing organizations need to onboard new customers and maximize secondary revenue, all on the Salesforce Platform.

Full Suite Project & Resource Management

TaskRay’s foundation is a beautifully designed Agile project management solution built inside Salesforce.

Salesforce Cloud Platform

Because TaskRay is built on the Salesforce platform, you get all the features and benefits you already know and trust.

Security & Access Controls

File Management

Workflow & Notifications Engine

Reports & Business Insights

AI & Analytics

Mobile Apps

Configuration Toolkit


Works With

Integrations like these make TaskRay more powerful and vice versa.

What’s your use case?

If you’re trying to figure out if TaskRay is right for your business, we’re here to help.