TaskRay for Franchise Onboarding

Twenty percent of new businesses fail in the first year, which is why it’s critical to start every franchise off on the right foot. There are plenty of uncertainties for franchise owners and franchisees when opening a new operation. Because of this, the ability to provide critical guidance and clear steps to launch are the difference between a fast and successful on-ramp and a bumpy start.

Our Value for Franchise Management

TaskRay is a 100% Salesforce-native solution specifically designed for customer onboarding. We not only help you onboard new franchisees faster, but we also simplify operations and enable your business to scale, all while staying compliant to your core brand.

Rinse and Repeat

Utilize proven best practices for a repeatable templated approach that helps you open locations without having to reinvent the wheel each time.

Speed Up Time-to-Market

Set and communicate clear ownership and actions, manage key deliverables such as timelines and task dependencies, and share critical brand requirements.

Uncover Insights

Use real-time data to see trends, bottlenecks, and overall performance at an individual or portfolio level, enabling you to make lasting improvements.

Engage Franchisees

Customize a Salesforce Community to allow external stakeholders to access only the information they need, so they can focus on what matters.


In a business where brand is everything, TaskRay enables you to get your franchisees everything they need to maintain brand consistency.

“The onboarding process often comes down to the franchisor attempting to pack as much information as possible into the training session and overwhelming the franchisee. In order to have a less frustrating and more meaningful orientation process, however, onboarding should begin as early as the recruitment stage.”

LANE FISHER, ‘Onboarding New Franchisees’

Set Your Franchisees Up for Success

Starting a franchise relationship off with transparency and strong processes leads to the retention of driven, happy, and profitable franchisees. TaskRay makes a win-win scenario possible by ensuring that everyone is following the same playbook.

Everything You Need to Deliver An Exceptional Post-Sales Experience


Connect TaskRay with your existing apps to create uninterrupted workflows and end-to-end processes. If an app integrates with Salesforce, you can integrate it with TaskRay.


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

Don’t Just Take Our Word For It

Case Study - Papa Murphy's
“When reviewing adoption and utilization as KPI’s pre- and post-opening, we found that TaskRay’s visualizations (now making up Pathway) helps with user adoption, because people can use multiple views to access information the way that makes the most sense to them.”

JENNI DOYLE, Director of Information & Technical Services, Papa Murphy’s

There’s A Reason We Have 250+ 5-Star Reviews

“TaskRay has been an absolute game-changer to our business. As we’ve grown and added new customers, it has allowed us to keep headcount steady, and better manage new customer onboarding and other internal projects. Reporting is a breeze with fields being right next to other SF account and opportunity fields. I highly recommend TaskRay if you are struggling with managing your onboarding or project timelines. We couldn’t operate without it!”


Turn Every Customer Into A Champion

TaskRay helps you build relationships and trust with your customers. The result? More referrals and long-term success for your business. If you’re ready to improve customer satisfaction, increase up-sells and cross-sells, and generate new business from referrals, let’s talk!