TaskRay

Project Management Software

Get every customer off to a strong start.

Last updated: May 2021
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Pricing

Contact us for pricing

Who Uses This Software?

TaskRay is the first-class solution for onboarding customers at scale in Salesforce. If you have customers you sell to using Salesforce, TaskRay help get them onboarded faster and more efficiently.

About the vendor
-
Customers
  • Large Enterprises (>10,000)
  • Small/Medium Businesses
Industries
  • Construction
  • Financial Services
  • Insurance
  • Management Consulting
  • Manufacturing
Deployment
  • Self-Hosted Cloud-based
Platforms
  • Mac
  • Windows
Browsers
  • Apple Safari
  • Google Chrome
Training
  • Documentation
  • Live Online
  • Webinars
Support
  • Business Hours
  • Live Online
  • Online Community
Languages Supported
-
LinkedIn Page
-
X
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What is TaskRay?

TaskRay, the company, is the maker of the top-rated enterprise customer onboarding solution on the Salesforce AppExchange. Since 2010, we’ve provided innovative solutions that help companies scale their onboarding and implementation processes, drive greater efficiencies, and create unmatched customer experiences—all within Salesforce. We’ve also built our business on the belief that providing world-class support to help our customers excel is just as important as our powerful, flexible, and simple-to-use tools.

TaskRay, the app, leverages the cutting edge technology of the Salesforce Platform (the world’s premier cloud computing platform) to provide a customer onboarding solution that emphasizes usability, social principles and an agile approach. We also listen carefully to our customers.

Speaking of our customers—they are varied and diverse, and include some of the biggest names in the Fortune 500. But they all have one thing in common: the need for simple, powerful tools to help them deliver a flawless customer onboarding experience.

Overview of TaskRay benefits

ONBOARDING JOURNEY:

Deliver a flawless customer experience from day one.
TaskRay helps you professionalize your onboarding process and ensures a single source of truth with best practice templates, automated workflows and powerful work.

ONBOARDING COLLABORATION:

Engage and empower the right people at the right time.
With TaskRay, you can involve everyone needed—from your sales and customer success teams to partners and even customers—to deliver every customer onboarding project with excellence.

ONBOARDING OPERATIONS:

Ensure the visibilty you need for continuous improvement and growth.
TaskRay enables you to monitor current projects, improve the quality of your initial customer experience, and scale efficiently.

 

EXPANSION REVENUE:

Uncover and capitalize on revenue expansion opportunities.
With TaskRay, you can capture the insights that will help your teams expose opportunities and nurture relationships with new customer champions.

Features

Learn more about TaskRay features that set it apart from the competition. Discover how its unique tools and capabilities enhance your processes.

Budgeting Tracking

Capacity Tracking
Cost Tracking
Portfolio Budgeting
Project Budgeting
Risk Analysis
ROI and Forecasting
Time Tracking
Workload Capacity

Communication

Discussions
Document Collaboration
Employee Online Status
File Sharing
Instant Messaging
Project Conversations
Tagging

Notifications

Email Notifications
In-App Notifications
Live Notifications
Status Updates

Platform

Custom Fields
Customizable Forms
Customizable Templates
Multi-Language Support
Sections & Columns
Start Dates/Due Dates

Portfolios

Portfolio Coordination
What-If Scenarios
Workflows

Project Planning

Advanced Project Management Features
Collaborative Project Planning
Gantt Charts / Project Mapping
Kanban Board
Milestones
Progress Monitoring
Resource Management
Scheduling

Reporting

Detailed Graphs
Expense Reports
Portfolio Reports
Real-Time Analytics
Real-Time Reporting
Resource Workload Reports
Timesheet Reports

Tasks Management

Idea Management
Subtasks
Task Creation & Assignment
Task Prioritization
To-Do Lists

Team Management

Agile Teams
Comment-Only projects
Comments
Dependencies
Guest Access
Permissions
Teams & Followers

Views

Activity Feed
Calendar View
Files View
My Inbox
My Tasks
Timeline View
Show more features
Pricing

Learn more about TaskRay's pricing options, cost, and plans so you can make a well-informed, business-wise decision on the best software to use for organization.

Pricing Model
  • Free Trial
  • Subscription
License
  • Paid
Starting Price
  • $25
Free Trial
  • Yes

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