TaskRay for Enterprise Businesses
TaskRay is a Salesforce-native work management platform designed for enterprise businesses that automates workflows, supports high project volumes with complex integrations, ensures data security compliance (SOC2, HIPAA, GDPR), facilitates seamless global team collaboration, standardizes yet flexibly manages processes to optimize resources and reduce costs, and is proven effective by industry leaders like Toast in improving project delivery, workload management, and customer onboarding efficiency.
TaskRay for Enterprise Businesses
In large organizations, juggling numerous moving parts demands a work management tool that rises to the challenge. TaskRay automates workflows, maximizes resources, and enhances global collaboration—all within a single Salesforce-native platform that scales with your enterprise business.
Keep Projects on Track at Scale
TaskRay’s enterprise-grade functionality supports high project volumes and complex integrations, ensuring on-time project completion and faster revenue realization.
Secure Your Data and Protect Your Reputation
TaskRay ensures secure project management by complying with SOC2, HIPAA, GDPR, and Salesforce's data security standards, keeping your sensitive information protected and projects running smoothly.
Unite Your Teams Across Departments
With TaskRay, your global teams and partners collaborate seamlessly, driving each project with clear communication and shared purpose, regardless of location.
Standardize Processes Without Losing Flexibility Across Teams
Set reliable and consistent workflows to streamline operations while effectively allocating resources across teams. TaskRay's enterprise business solution helps prevent burnout, reduce costs, and keeps everyone aligned—no matter the project load.
See How Industry Leaders Drive Impact
Toast’s Customer Onboarding Team Optimizes their Workflows with TaskRay
Toast now manages more customers efficiently, improving workload management and team capacity. Read More
TaskRay Drives Project Success and Efficiency for Everyone
No matter your role, TaskRay helps you reach your goals with ease and confidence.
Project Managers
- Faster Project Delivery
- Easy Collaboration
- Task & Work Assignment
- Resource & Capacity Management
Management & Operations
- Enhanced Customer Experiences (CSAT)
- Reduced Project Costs
- Faster Time-to-Revenue
- Real-Time Project Analysis
Salesforce Admins
- Salesforce-Native Solution
- Dedicated Support Team
- No Integration Required
- Exceptional Support & Training
TaskRay Turns Your Projects into Profits
Deliver projects faster, cut costs, and boost productivity
- Faster Project Completion
- Faster Revenue Realization
- Decrease in Project Costs
- Increase in Customer Satisfaction
- Increase in Project Visibility
- Increase in Project Capacity
What Enterprise-Level Companies Love About TaskRay
- Templates & Automation
Easily manage template versioning, stitch related templates, and store everything across all teams in Template Hub. - External Collaboration
Boost visibility and accountability with External Collaboration making project updates seamless for external stakeholders. - Resource Planning, Analytics & Forecasting
Easily allocate resources, track utilization, and forecast workloads based on your sales pipeline with key insights at your fingertips. - Security Compliance
Stay secure and compliant with on-platform security backed by Salesforce practices like SOC2, HIPAA, and GDPR. - Project Views
Tackle complex projects with tools like Kanban, Plan, Row, Task, and Calendar views, plus a personalized My Work dashboard. - Real-time Project Insights
Empower your management teams with dynamic reports and dashboards that greatly increase visibility into project performance. - Customer Support & Training
Get top-tier onboarding and technical support, TaskRay Academy, plus helpful support docs and video whenever you need them.
What Customers Are Saying About TaskRay
One of TaskRay’s biggest strengths is its flexibility—it adapts to our workflows rather than forcing us to change how we operate. If you’re looking for a project management solution that scales with your business and delivers real results, TaskRay is the way to go!
— Melanie Duke, Director of Business Process Development at TurnKey Marketing
TaskRay has streamlined our project management and operations, boosting efficiency and collaboration. Integrating TaskRay with tools like Formstack and FilePulse 360 has further simplified client onboarding and improved team coordination.
— Marissa Lambrecht, Operations Team Lead at Appluent
TaskRay has played a key role in the growth of our Marketing Team. As our team really evolved, the tool evolved with us. It's setup in such a way where the changes were easy to make and quick to roll out. And if there was ever a question, the support is second to none.
— Heather Shafland, Business Process Manager at CyberPower Systems USA, Inc.
TaskRay has been great for our company. Before we spent our time in meetings with clients and internal stakeholders to figure out where we were in projects based on data that was manually inputted every day in spreadsheets. Now we are able to create templates, clone, and simply add time to projects with the ability to pull Salesforce reports and share public dashboard links with our clients.
— Ariana Zamora, Senior Operations Analyst at 1upHealth
TaskRay helps our different lines of business organize their roadmap of business easily and with transparency. We are able to share project information across the company allowing the business to understand resource allocation and gaps. This app is so simple to use and configure to our needs. I would highly recommend TaskRay to anyone that needs project management assistance.
— Paula Jarvis, Salesforce Platform Manager at MRA
I work for a Salesforce Partner and have recommended TaskRay to almost every client who has a need for an Salesforce-native project management solution. Out of box, there are a number of automated features that clients can immediately leverage with minimal configuration required. The team at TaskRay is fantastic as well.
— Tim Brevart, Enterprise Architect at NBCU
TaskRay is a really great tool. It has saved our teams a ton of time on project set up and given us unparalleled visibility across all our projects, all natively in Salesforce.
— Jeremy Bannon, Founder | Consultant at Full Circle SFDC LLC
TaskRay is a powerful and easy to use tool to manage complex projects. Customizable to fit the business needs and user-friendly. Great support from the TaskRay customer service team. We highly recommend TaskRay!
— Ludivine Jobit, IT Application Specialist at Amcor
The consolidated analytics of sales to delivery is on point. From an implementation perspective, tool is simple to turn up and customize. The online support and team behind them are frictionless.
— Gita Kulkarni, President at Avinta Services
TaskRay has saved our business so much time! We are able to organize for upcoming events in a whole new way, making us so much more productive. We love that we can delegate and track project tasks to fellow employees, instead of them getting lost in texts and emails. Thank you TaskRay!!
— Shannon Crouse, 3x Salesforce Certified Solutions Architect / Project Manager at Offprem Technology
I have been using TaskRay for years. It is a great tool for planning projects and managing tasks with colleagues and customers alike. I love that everything is baked into Salesforce.
— Jack Flood, VP at Spatial Data Logic Inc.
TaskRay has really helped to fill a huge need in our company. We needed a way to make sure that all new customers get onboarded in a consistent way and that the process be visible to management. TaskRay has enabled us to that with the use of templates, automations, and analytics. We save a lot of time since these processes are easily cloned for every new customer.
— Enrique Pasos, Director of Technology Services at Fortis
Taskray took us to the next level! We looked for a solution to manage our professional services business. We looked for a platform that will allow us to manage projects, tasks and resources and have them all link back to our customer database and opportunities. We definitely made the right choice with Taskray.
— Gil Zilberstein, Co-founder and CTO at BkonectG
I've used TaskRay personally and installed it on many client orgs. This is one of the best project management tools available for the Salesforce Platform. Along side with being my top choice, the TaskRay support team is always available to help out and has been outstanding with quickly resolving issues.
— Kirk Reinzuch, Sr. Consultant at Veltig
Before Taskray, new client orders would occasionally get dropped, and other types of projects would go weeks without meaningful progress updates. The visibility and real-time status updates we gained have enabled my team to keep up with our volume, and no orders have been dropped since we got onto the tool.
— Tyler Hoffman, CEO
We are a federation of healthcare related companies and have used Taskray for the several years now. It has been spectacular and we have used it to run all kinds of small and large projects very effectively. I would highly recommend this to anyone who needs effective project management on the Salesforce platform.
— Paramjit "Romi" Chopra, President at Midwest Institute for Minimally Invasive Therapies
We always recommend TaskRay where applicable. For companies that have the types of processes supported by TaskRay, we heartily recommend the app. Really well designed with excellent documentation and top notch customer support.
— Steve Chipman, Marketer at CRM Switch
I find TaskRay a fantastic project management tool. I use it internally to manage my work with clients. I also administer it for clients as a consultant and find it easy to work with and configure.
— Kim Davis, RevOps Strategist at Kicksaw
A MUST for any Project Management on Salesforce! TaskRay finds a way to fuse simple checklist / GTD, Agile, and Waterfall project management in one tool. I have been involved in Project Management for over a decade and it is hard to find a tool that does any one of these three methodologies well, and TaskRay executes all three interchangeably with excellence.
— Jason Washburn, Founder at Agility Academy
Great Tool for Project Management with A Great Product Support Team! TaskRay is easily customizable and excellent for our user requirements and differing project types. We use it to manage our client projects and also for internal performance management and goal tracking.
— Case Thompson, Sr. Property Transitions Coordinator at Greystar
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