Salesforce Project Management | Book a TaskRay Demo

TaskRay is the #1 project management app for Salesforce built for teams managing complex projects and time-sensitive customer onboarding. It is 100% native to Salesforce with no integrations required and no data leaving your org. Whether you are using Salesforce to track projects, manage workloads, or run client onboarding, TaskRay gives your team one place to plan, assign, and deliver.

TaskRay is designed for adoption from day one with a clean, intuitive interface, quick onboarding, and seamless support for cross-functional teams.

What we will discuss

✓ How your team currently handles Salesforce project tracking and work management
✓ The workflows you prefer, from spreadsheets to Kanban, Gantt, or calendars
✓ How TaskRay simplifies collaboration, improves visibility, and accelerates time to value
✓ The features that matter most to your team and how they map to your goals

Data Security

As a 100% Salesforce-native app, TaskRay stores all of your data inside Salesforce with no external access by the app provider or anyone else.

Salesforce CRM Project Management

Leverage your existing Salesforce investment. Use Salesforce for project management without any extra setup or integration.

Enhanced Visibility

Using Salesforce to manage projects means your pipeline, onboarding, and delivery data all live together. No toggling between tools to find status.

Improved Efficiencies

Identify bottlenecks and automate task creation with Salesforce project management best practices built in. Teams reduce onboarding time by up to 50%.

Salesforce Workload Management

Monitor team capacity in real time. Assign work based on skills and availability. Prevent overload before it happens.

Happier Customers & Clients

Project management with Salesforce means customers never fall through the cracks. TaskRay users report up to a 15% improvement in CSAT and NPS scores.

The Best Project Management App for Salesforce

Schedule a Demo