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Supercharge Task Management Inside Salesforce

TaskRay is the the leading Salesforce task manager. It is 100% native to your org with no integration required. Assign work, automate tasks, track time, and collaborate where your data already lives.

What we will discuss
  • ✓ Your current Salesforce task management process and biggest friction points
  • ✓ Your preferred task management workflow: Kanban, Gantt, spreadsheet, or calendar
  • ✓ 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

Schedule a Demo
  • G2 High Performer
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Plan View Detailed

Does Salesforce Have a Task
Management Tool?

It Does Now.

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

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 is 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.

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.

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

Ranked the best Salesforce task management app on G2 for user adoption. Intuitive interface, quick setup, and workflows your whole team will actually use.

What Customers Are Saying

Trusted by Teams Running on Salesforce

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

G2 Review

TaskRay has really helped to fill a huge need in our company.

We needed a way to make sure that all new customers get onboarded in a consistent way and that the process be visible to management. TaskRay has enabled us to do that with the use of templates, automations, and analytics. We save a lot of time since these processes are easily cloned for every new customer.

Enrique Pasos — Director of Technology Services at Fortis

G2 Review

TaskRay is a really great tool.

It has saved our teams a ton of time on project set up 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

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 →