First impressions matter, especially when you've just won someone's business. Make customer onboarding projects run smoothly every time by using TaskRay's built-in, cloneable project templates, repeating tasks & automation, and powerful reporting.
Built 100% on Salesforce
TaskRay is built 100% on the Salesforce platform, which means all your customer onboarding & project management work can be seamlessly tied to existing Salesforce data like accounts, opportunities, & contacts.
Delivers Critical Metrics
Do you know how quickly new customers get up and running, or how you could make the process better? TaskRay delivers critical metrics and insights about onboarding speed & efficiencies so you can improve customer retention and track customer success!