TaskRay Product Overview

TaskRay is a comprehensive customer onboarding and project management app for Salesforce, offering a wide array of features. It is recognized for its robust functionality and extensive capabilities.

Key Insights

TaskRay is a cloud-based solution that streamlines customer onboarding by providing project management and task assignment capabilities. It offers a full suite of features for onboarding, including templates and organizational tools. TaskRay's numerous options may make it difficult to establish consistent best practices and training for teams.

TaskRay enhances team productivity and efficiency by facilitating project collaboration through task organization, file sharing, and communication tools. The software allows users to assign tasks, track progress, and engage in discussions within a shared platform. TaskRay's capabilities are limited by its integration with Salesforce, requiring users to have an existing Salesforce account.

Customer stories

Product Business Settings

TaskRay is popular in Computer Software, Information Technology And Services, and Internet industries and is widely used by Mid Market, Small Business, and Enterprise.

Integrations

Digital Asset Management
Lead Generation

How satisfied the customers are with TaskRay use-cases

Reviews

"...Like the fact how it integrates with Salesforce and allows our onboarding team to manage customer onboarding as a project and set of tasks/sub task for the teams...." Peer review by Sanchit K., Computer Software

TaskRay Customer Insights, Testimonials and Case Studies

How can TaskRay enhance your Onboarding process?

What benefits does TaskRay offer for Collaboration?

What Are the key features of TaskRay for Helpdesk Management?

How efficiently Does TaskRay manage your Workflow Management?

Why is TaskRay the best choice for Social Media Analytics?

What is TaskRay used for?

TaskRay is a Project Management Software mainly used by its customers to Scale Best Practices and Acquire Customers by Onboarding, Collaboration and Helpdesk Management .

What are the top features of TaskRay?

Templates, Dashboard and Recording are some of the top features of TaskRay.

Who uses TaskRay?

TaskRay is used by Computer Software, Information Technology And Services and Internet among other industries.

What are TaskRay alternatives?

Prism PPM (Formerly WorkOtter), Lokalise, TeamGantt and ClickUp are popular alternatives for TaskRay.

Where is TaskRay located?

TaskRay is headquartered at 806 S. Public. Rd., Ste. 102, Lafayette, CO 80026, US.

11 buyers and buying teams have used Cuspera to assess how well TaskRay solved their Project Management needs. Cuspera uses 1127 insights from these buyers along with peer reviews, customer case studies, testimonials, expert blogs and vendor provided installation data to help you assess the fit for your specific Project Management needs.

Butler University - Education

Butler University had trouble tracking projects and resources because their data was spread across different tools. Their IT team needed a simple way to manage projects and give leaders the reports t...hey needed. TaskRay gave them an easy-to-use system to track tasks, assign work, and see project progress. Leaders could now see real-time data to help make decisions. After success in IT, Butler expanded TaskRay to other teams to improve efficiency.

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86 Repairs - Restaurants

86 Repairs had trouble finishing onboarding projects on time. This caused problems with customer experience and cash flow. Their old tools could not handle different project types or work well with S...alesforce. TaskRay helped them manage projects and keep teams working together. Now, onboarding is faster and more organized. They saw a 29% decrease in client onboarding time and lower costs per location.

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Fortis - Financial Services

TaskRay helped Fortis improve their customer onboarding process. Fortis needed a way to make onboarding consistent and visible to management. TaskRay provided templates, automations, and analytics to... solve this. The team saves time by cloning processes for each new customer. Management now has better visibility into onboarding steps.

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ElevateActual - Technology

ElevateActual needed a way to manage internal deliverables and help their customers adopt Salesforce. They used TaskRay to improve their project management and onboarding processes. TaskRay helped th...em grow project sizes from 3- or 4-digit to 5, 6, or 7-digit projects. The tool made training easy for both non-technical and skilled users. Checklists in TaskRay helped them manage tasks in detail, which is important for their clients in regulated industries. TaskRay also increased customer retention for ElevateActual.

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Cloud Giants - Information Technology And Services

Cloud Giants used spreadsheets and Freshbooks to manage projects. This made it hard to track resources and slowed their growth. They needed a better way to handle client delivery as they took on bigg...er projects. After switching to TaskRay, they improved collaboration and project tracking. TaskRay helped them make smarter decisions and standardize processes. As a result, Cloud Giants doubled their cumulative annual project growth rate and created 110 new projects and 3,000 new tasks each year.

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Metro Wireless - Telecommunications - Small

TaskRay helped Metro Wireless increase project manager capacity by 50%. Customer onboarding time dropped by about 25%. Metro Wireless now completes self-installs in under a week and pro-installs in l...ess than three weeks. The team no longer loses projects or faces process breakdowns. TaskRay's Salesforce-native platform improved project visibility and streamlined onboarding, letting Metro Wireless focus on sales and growth.

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Post-Sale Collaborative Work Management Solution Native to Salesforce

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Peers used TaskRay for onboarding and collaboration

TaskRay Features

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FEATURE RATINGS AND REVIEWS
AI Powered

3.04/5

Read Reviews (1)
Analytics

4.74/5

Read Reviews (33)
Custom Reports

4.34/5

Read Reviews (183)
CAPABILITIES RATINGS AND REVIEWS
AI Powered

3.04/5

Read Reviews (1)
Analytics

4.74/5

Read Reviews (33)
Custom Reports

4.34/5

Read Reviews (183)

Software Failure Risk Guidance

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for TaskRay

Overall Risk Meter

Low Medium High

Top Failure Risks for TaskRay

TaskRay Profile

Company Name

TaskRay

Company Website

//taskray.com

HQ Location

806 S. Public. Rd., Ste. 102, Lafayette, CO 80026, US

Employees

11-50

Social

Financials

PRIVATE