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TaskRay
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Manage Projects Better with TaskRay
Company information
About
TaskRay is a leading project management and customer onboarding platform built natively on the Salesforce CRM aimed at helping teams plan, track, collaborate, and automate the entire lifecycle of projects, from customer onboarding to internal operations. It supports template-driven workflows, visual task organization via Kanban and timeline views, resource and time tracking, real-time alerts, customization, and robust collaboration tools—all designed to streamline work, improve consistency, and accelerate team productivity within Salesforce.
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Features
- Task and project templates
- Kanban board with grouping and sorting
- Timeline/Gantt view
- Time tracking
- Real‑time monitoring and alerts (Agent Actions)
- Internal‑only tasks for external collaboration control
- Salesforce Lightning components and integration
- Custom notifications and automation
- Resource management settings
- Template versioning and administration tools
Pros
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TaskRay is a leading project management and customer onboarding platform built natively on the Salesforce CRM aimed at helping teams plan, track, collaborate, and automate the entire lifecycle of projects, from customer onboarding to internal operations. It supports template-driven workflows, visual task organization via Kanban and timeline views, resource and time tracking, real-time alerts, customization, and robust collaboration tools—all designed to streamline work, improve consistency, and accelerate team productivity within Salesforce.
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Pricing tiers
We do our best to make sure the Service List database is accurate. Although changes do happen, you can always visit their website for the latest information.
View pricing page ↗View pricing page ↗Free
$0/mo
- Project Views
- Work Management
- Templates & Automation
- Reporting & Analysis
- Resource Management
- Support
Standard
$40/mo
- Project Views
- Work Management
- Templates & Automation
- Reporting & Analysis
- Resource Management
- Time Tracking
- Collaboration
- Advanced Progress Controls
- Support
Premium
$60/mo
- Project Views
- Work Management
- Templates & Automation
- Reporting & Analysis
- Resource Management
- Time Tracking
- Collaboration
- Advanced Progress Controls
- Support
Coupon codes
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