TaskRay for Small Business

TaskRay for Small Business

TaskRay is a solution designed to streamline projects and keep everything on track for small teams (10–100 employees). Built natively on Salesforce, it is affordable, flexible, and helps small teams manage projects effortlessly, from complex initiatives to day-to-day tasks.

Affordable & Flexible

Break free from the chaos of spreadsheets and homegrown solutions with a centralized, efficient system—empowering your team without added overhead, cost, or complexity.

Project Management Where Your Data Lives

TaskRay’s native Salesforce integration connects your people, data, and processes in one place, minimizing errors and enhancing collaboration for every project.

Faster Project Completion

With TaskRay’s scalable tools, small teams can stretch budgets, optimize resources, and deliver impactful projects, no matter the constraints.

Increase Customer Satisfaction

Standardized workflows keep your projects on track, allowing even the busiest teams to deliver the best to their customers without distraction.

Small Business Success Starts Here

Customer Stories

• ​86 Repairs: Enjoyed a 29% decrease in client onboarding time. With streamlined onboarding, 86 Repairs saw higher profitability and greater customer satisfaction. Read More
• ​Metro Wireless: Boosted time to value and efficiency, allowing for a focus on sales and growth. TaskRay streamlined project management and customer onboarding processes, giving them the confidence to grow their business. Read More
• ​MIMIT Healthcare: Saw a 150% revenue increase and a 28% decrease in costs with TaskRay. TaskRay boosted efficiency, resulting in higher revenue and lowered costs, while keeping quality patient care front and center. Read More

Move Beyond Outdated Tools and Deliver Better Results with Less Hassle

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
• ​Extensive Knowledge Base

TaskRay Turns Your Projects into Profits

Deliver projects faster, cut costs, and boost productivity.

What Small Businesses Love About TaskRay

• ​Templates & Automation: Build repeatable and scalable project templates, manage template versioning, stitch related templates, and store everything across all teams in Template Hub. Learn More
• ​Project Views: Manage projects your way with a toolkit that includes a Kanban workboard, Plan, Row, Task, and Calendar Views, and a My Work dashboard. Learn More
• ​Work Management Tools: Manage and filter every project variable using Checklists, Milestones, Dependencies, Project Schedules, Locked Task Dates, Blocked Tasks, and Repeating Tasks. Learn More
• ​Reporting: Empower management teams with dynamic reports and dashboards for increased visibility into project performance. Learn More
• ​Resource Management: Use the Dynamic Team Builder to manage resources and assign tasks for every project. Learn More
• ​Customer Support: Access on-demand industry-leading knowledge, support agents, TaskRay Academy trainings, and support documentation. Learn More

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

Frequently Asked Questions

What is TaskRay for Small Businesses?

TaskRay for Small Businesses is a Salesforce-native project management and onboarding solution purpose-built for teams of 10–100 employees. It enables efficient project delivery and resource optimization without costly overhead or complexity.

Why choose TaskRay instead of spreadsheets or generic tools?

Unlike disconnected spreadsheets or siloed systems off platform, TaskRay integrates naturally within Salesforce—centralizing tasks, data, and collaboration in one place. This reduces errors, tool-switching, and enables faster execution with fewer resources.

What benefits do small teams gain using TaskRay?

• ​Accelerated project delivery, even with limited resources
• ​Standardized workflows for consistent customer experiences
• ​Improved customer satisfaction (CSAT) and faster revenue realization

What key features does TaskRay offer for small businesses?

• ​Project templates and automations to reduce manual setup
• ​Multiple views: Gantt charts, Kanban, My Work, spreadsheets
• ​Resource and workload management to align team capacity
• ​Project analytics and dashboards for project visibility and insights

Is TaskRay customizable to our own workflows?

Yes—because it's built on Salesforce, TaskRay supports custom fields, automations, template versioning, and Stitcher workflows that adapt to your specific processes.

How does TaskRay help onboard customers faster?

TaskRay enables kick-off flows to launch onboarding projects automatically from Salesforce opportunities. It tracks every milestone and enables real-time collaboration, helping customers succeed faster with less friction.

What types of teams suit TaskRay Small Business Edition?

It's ideal for small teams in SaaS, finance, healthcare, manufacturing, and other industries.

Ready to learn more?

Discover how TaskRay can help you grow, manage, and optimize your small business to deliver the best outcomes for your customers.

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