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Supercharge Task Management Inside Salesforce

TaskRay is the 100% native Salesforce task manager. Assign, automate, and track work right inside your org.

What we will discuss
  • ✓ Your current task management process and biggest friction points
  • ✓ Your preferred task management view: Kanban, Gantt, spreadsheet, or calendar
  • ✓ How TaskRay task management improves collaboration, visibility, and time to value
  • ✓ The features that matter most to your team

Schedule a Demo
  • G2 High Performer
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  • users-love-us (5)
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What Customers Are Saying

Trusted by Teams Running on Salesforce

TaskRay is the leading Salesforce task management app on the AppExchange. Here's what real users have to say.

G2 Review

TaskRay is a really great tool.

It has saved our teams a ton of time on project setup and given us unparalleled visibility across all our projects, all natively in Salesforce. If you are looking for the best Salesforce task management system for your team, TaskRay is the answer.

Jeremy Bannon — Founder and Consultant at Full Circle SFDC LLC

Plan View Detailed

Does Salesforce Have a Task
Management Tool?

It Does Now.

TaskRay fills that gap natively. It's the Salesforce task management app built to live entirely inside your org, connecting project delivery directly to your CRM data.

 

Workload Management

Monitor team capacity in real time. Assign Salesforce tasks by skill and availability so no one gets overloaded and every project stays on track.

Total Data Security

As a 100% Salesforce-native app, all task data lives inside your Salesforce org. No external servers, no third-party integrations, no data leaving your environment.

Zero Integration Required

TaskRay is a Salesforce task management plugin installed from the AppExchange. It's not a bolt-on integration. Use your existing licenses and CRM data from day one.

Unified Visibility

Pipeline, task management, and delivery data all live in one place. No tool-switching, no status gaps. Every stakeholder gets complete project visibility.

AI-Powered Prioritization

TaskRay + Agentforce turns your Salesforce project data into an intelligent task manager that flags risks, highlights urgent work, and keeps every project moving.

Built for Adoption

G2 ranks TaskRay highest in user adoption for Salesforce task management.

TaskRay is the #1 Task Management App for Salesforce

Give every team a simple, reliable Salesforce task management system so projects stay on track, priorities are obvious, and updates take minutes instead of hours.

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Talk to a TaskRay expert and see how this native Salesforce task management system can improve visibility, reduce admin time, and help your team deliver better outcomes faster.

Book a Demo →