Get every customer off to a strong start.

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.

  • Large Enterprises (>10,000)
  • Small/Medium Businesses
  • Construction
  • Financial Services
  • Insurance
  • Management Consulting
  • Manufacturing
  • Self-Hosted Cloud-based
  • Mac
  • Windows
  • Apple Safari
  • Google Chrome
  • Documentation
  • Live Online
  • Webinars
  • Business Hours
  • Live Online
  • Online Community

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


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.


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.


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.



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.


Learn more about the features that differentiate TaskRay from the competition.


Learn more about TaskRay's pricing options so you can make a business-wise decision on the best software to use.


Find out how TaskRay stacks up against its most popular competitors.