TaskRay Overview
What is TaskRay?
TaskRay is an enterprise-class solution for onboarding customers at scale in Salesforce. TaskRay helps businesses onboard customers faster and more efficiently. TaskRay's templating and automation functions help high tech, SaaS, Wealth Management, Manufacturing, and Franchising businesses build systems that scale - whether they have 100 customers or 10,000 customers. And, TaskRay also functions wonderfully as a full-suite project management solution.
Who is TaskRay best for?
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.
TaskRay Details
TaskRay Platforms supported
Cloud, SaaS, Web-Based
Desktop Mac
Desktop Windows
Desktop Chromebook
Desktop Linux
Mobile Android
Mobile iPad
Mobile iPhone
On-Premise Linux
On-Premise Windows
TaskRay Support options
Chat
Email Help Desk
FAQ Forum
Knowledgebase
TaskRay Training options
Documentation
Live Online
Videos
Webinars
In-Person
TaskRay Related Categories
TaskRay Typical customers
Freelancers
Small Businesses
Small to Mid size businesses
Mid size businesses
Mid to Large size enterprises
Large enterprises
Very Large enterprises
TaskRay Pricing
Starting at $25/user/month. Choose from an annual commitment per user or per instance or choose to purchase the TaskRay starter pack which includes up to 5 users.
Additional discounts available for Nonprofits.
TaskRay Features
Most valued TaskRay features by users
Collaboration Tools
Customer Engagement
Portfolio Management
Idea Management
Onboarding
Milestone Tracking
Time & Expense Tracking
Gantt/Timeline View
Resource Management
Client Portal
Traditional Methodologies
Agile Methodologies
Cost-to-Completion Tracking
Budget Management
Kanban Board
Customizable Templates
Usage Tracking/Analytics
Account Management
Task Management
Revenue Management
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