TaskRay: Manage Projects and Onboard Customers in Salesforce

TaskRay brings agentic project management to onboarding and delivery teams on Salesforce. Intelligent workflows anticipate risk, reduce manual work, and guide next best actions in real time, so projects stay compliant, on track, and reach go live faster.

Faster onboarding means revenue is recognized sooner. TaskRay accelerates time to value and helps teams deliver measurable impact for every customer.

Leading Brands Onboard Customers with TaskRay

Join thousands of businesses using TaskRay to streamline complex customer onboarding and project delivery, inside Salesforce.

Bring Order to Every Project

At TaskRay, technology is designed to handle the operational complexity of onboarding, especially in regulated industries, so teams can focus on building relationships, accelerating adoption, and delivering lasting customer value.

Customer & Client Onboarding

Onboard faster. Protect revenue.

Turn new customers into successful customers—fast. TaskRay helps you kick off projects automatically, track every milestone, and collaborate with customers in real time.

• ​Launch-ready project templates – Spin up onboarding projects based on what each customer bought, so you can get started immediately.
• ​See What’s Happening – Stay on top of onboarding timelines and tasks so you can spot issues early and keep things moving.
• ​Work Together, Seamlessly – Share updates, tasks, and files with your customers in one secure place to keep everyone aligned and accountable.

Perfect for: SaaS, Financial Services

Project Management for Complex Deliveries

Run large-scale projects with confidence.

Coordinate work across departments, align stakeholders, and execute your most complex projects—on your terms.

• ​Centralized team coordination – Bring Sales, Services, Ops, and IT into one unified project view, directly inside Salesforce.
• ​Resource and workload planning – Balance workloads based on team capacity, location, or skillset to avoid burnout and delays.
• ​Repeatable frameworks for execution – Use task hierarchies and templates to create consistency across every project.

Perfect for: Internal Teams, Strategic Initiatives, Franchise Operations, and Systems Integrators

Equipment & Device Installations

Streamline installs across vendors and systems.

Make every deployment smoother—from complex healthcare devices to retail tech setups—with tools built for high-stakes, compliance-driven installs.

• ​Work management across external partners – Coordinate contractors, vendors, and internal teams—even if they aren’t in Salesforce.
• ​Compliance and milestone tracking – Stay ahead of documentation, approvals, and regulatory checkpoints throughout the project.
• ​Accurate capacity planning – Forecast availability and resources to better schedule installs and avoid delays.

Perfect for: Healthcare, Life Sciences, Manufacturing, Financial Services, and Regulated Industries

Franchise Store Development

Launch new locations — on time and on brand.

From site selection to go-live, TaskRay gives you the visibility and tools to manage store launches at scale.

• ​Flexible timelines and schedule controls – Adjust dates and pause work when unexpected changes arise—without derailing the project.
• ​Internal and external collaboration – Keep internal teams and outside vendors aligned, even if they’re not in Salesforce.
• ​Insights to optimize future launches – Analyze performance to continuously improve store openings and scale with confidence.

Perfect for: Retail Chains, QSRs, Hospitality Brands, Franchise Operators

AI-Powered Project Management in Salesforce

TaskRay + Agentforce turns your Salesforce project data into an intelligent assistant that prioritizes work, flags risks, and keeps every project moving.

Tailored Solutions for Salesforce Customers

• ​Technology & SaaS
• ​Healthcare Life Sciences
• ​Real Estate & Franchising
• ​Manufacturing
• ​Financial Services
• ​Telecommunications

TaskRay is perfect for businesses that...

• ​Need more than spreadsheets or disconnected, non-Salesforce tools can provide.
• ​Experience delayed revenue and dissatisfied customers due to slow onboarding or implementation.
• ​Manage customer experiences in Salesforce; Sales, CPQ, Service, and Experience Clouds.
• ​Manage complex implementations with strict compliance and regulatory requirements.

Who Benefits from TaskRay

Project Managers

• ​More Efficient Project Delivery
• ​Collaborate with Anyone
• ​Easily Assign Tasks & Work
• ​Manage Resources & Capacity

Management & Operations

• ​Enhanced Customer Experience (CSAT)
• ​Reduced Project Costs
• ​Faster Revenue Collection
• ​Real-Time Project Analytics

Salesforce Administrators

• ​Salesforce Native
• ​Dedicated Support Team
• ​No Integration Required
• ​Extensive Knowledge Base

Transform Projects Into Profits

Deliver projects faster, cut costs, and boost productivity. TaskRay turns your projects into profit centers.

What Our Customers Say

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.