Real Estate & Franchising Solutions
TaskRay offers a Salesforce-native project management solution trusted by leading quick service restaurant, retail franchising, and hospitality brands to streamline franchise and property expansion projects—from documentation and site selection to permitting, contractor coordination, and training—using ready-made templates, resource management, and collaboration tools that accelerate new location launches, reduce costs, and enhance franchisee and customer experiences.
TaskRay Simplifies Franchise and Property Expansion Projects
Top brands in quick service restaurants, retail franchising, and hospitality trust TaskRay to streamline new location openings from start to finish. From franchise documentation, site selection, and permitting to contractor coordination, regulatory compliance, and team training—TaskRay helps franchisors and franchisees manage every step of the go-live process, all within Salesforce. Faster development means faster revenue for everyone involved.
Streamline coordination, optimize processes, and achieve successful, on-time projects with TaskRay—all within a Salesforce-native environment.
Ready-Made Project Templates
From property updates to new location launches, start every project with proven frameworks to drive consistency, stay on schedule, and scale with confidence.
Resource Management & Planning
Do more with less. TaskRay’s resource management tools help real estate teams align the right people to the right properties and projects—maximizing productivity at every stage.
Collaboration Made Simple
Keep property owners, vendors, and internal teams aligned with streamlined communication—so every renovation, store opening, or rollout stays on track.
Real Value Delivered
Trusted by leading Real Estate & Franchising companies. Customers using TaskRay experience on average:
- Speed up new location launch timeframes
- Improve speed to launch and first dollar earned
- Reduce per location launch and go-live costs
- Enhance franchisee and customer experience (CX)
Discover how TaskRay powers onboarding and implementation operational excellence
Tailored Solutions
Scaling Work Management Success
Built for franchise and real estate expansion, TaskRay helps you manage complex projects, drive growth, and streamline every step from planning to launch.
Manage Swift Expansion and Complex Coordination With TaskRay
TaskRay simplifies franchise and commercial real estate expansion, streamlining multi-site renovations, managing contractor dependencies, and keeping every project on time and on budget. Standardize processes, maintain brand consistency, and collaborate seamlessly across teams and vendors—no matter the location.
- Collaborate across teams, vendors, and contractors
- Assign tasks, track progress, and facilitate communication all within one convenient platform.
- Take the hassle out of opening store locations or transitioning properties with efficient project management
Find out how TaskRay simplifies complex coordination challenges for industry growth.
Easy External Collaboration Drives Accountability and Customer Satisfaction
In any business relationship, smooth and easy collaboration is vital. Without it, timelines lag, visibility worsens, team members struggle to understand their responsibilities, and when it comes to communication, there are a lot of crossed wires. Poor communication causes projects to feel out of control and overwhelming, making it much more difficult to identify problems [...]
Feature Highlight: External Collaboration
TaskRay offers a robust feature set to manage and optimize your post-sale processes. Our new blog series called “Feature Highlight,” will introduce or reacquaint you with specific features through a quick overview. First up, we are covering External Collaboration features.
How to Avoid the 5 Biggest Mistakes of Project Management
It’s true that mastery of a subject is born from experience. The kind of real world experience you get from doing something successfully from start to finish several times. But, it’s also true that mastery of a subject is born from failure as much as it is from success. Failure is a powerful teacher. It’s [...]
Feature-rich and purpose-built for commercial real estate & franchising work management
- Template Builder: Create standardized project templates for your company to jumpstart new projects and follow best practices. Learn More
- External Collaboration: Share project and task updates with internal and external stakeholders to keep everyone informed with TaskRay’s public dashboards. Learn More
- Comprehensive Security & Access Controls: TaskRay follows superior security practices with SOC 2 compliance backed by Salesforce security standards. Learn More
- Resource Planning & Forecasting: Easily oversee your team’s workload across projects. Assign the right people with the right skills and plan for future resource needs. Learn More
- Workflow Automations: Kick off projects faster and automate repetitive tasks and workflows to speed project delivery. Learn More
- Time Tracking: Keep tabs on how much time users spend on tasks and check if projects are on schedule. Learn More
- Project Performance Dashboards: See an overview of all your projects in manager performance dashboards. Analyze every aspect of delivery by diving deeper into specific project views. Learn More
- Custom Task Weighting: Control the weight of tasks against project completion. Learn More
Relevant Resources
- How to Accelerate Franchise Expansion Projects for QSRs
- Mastering Task Management with TaskRay
- Creating Clear Expectations with Success Plans
Ready to learn more?
Discover how TaskRay can help you build, manage, and optimize your processes to deliver the best post-sale moments for your customers.