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TaskRay Claim

Manage Projects and Onboard Customers Natively in Salesforce

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TaskRay Overview

TaskRay is a project management software developed for businesses using Salesforce, focusing on enhancing customer onboarding and project execution. Its key feature is seamless integration with Salesforce, enabling users to manage projects directly within the CRM environment. TaskRay offers a visual, drag-and-drop interface for easy task and project tracking, promoting efficiency and clarity. The software excels in automating workflow processes, reducing manual effort and ensuring consistency. It also provides robust analytics for monitoring project performance and identifying bottlenecks. TaskRay's collaboration tools facilitate team communication and client engagement. Customizable templates and checklists streamline project setup and execution. Ideal for Salesforce users, TaskRay optimizes project delivery and improves customer satisfaction.

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TaskRay Screenshot & Video

Contact Details

  • Vendor Name Bracket Labs
  • Founded 2010
  • Location United States
  • Employees 11-50

Support

  • Email Email
  • Chat Chat
  • Knowledge Base Knowledge Base

Training

  • Live Online Live Online
  • Webinar Webinar
  • Documentation Documentation
  • Videos Videos

Licensing & Deployment

  • Proprietary Proprietary
  • Cloud Hosted Cloud Hosted
  • Web-Based Web-Based

Typical Customers

  • Self-Employed Self-Employed
  • Small-Business Small-Business
  • Midsize-Business Midsize-Business
  • Large-Enterprise-Business Large-Enterprise-Business

Languages Supported

English

Industries

Non-profit Organization Management, Public Relations

TaskRay Features

  • Access Controls/Permissions
  • Activity Dashboard
  • Resource Allocation
  • Progress Tracking
  • Real Time Updates
  • Resource Scheduling
  • Approval Process Control
  • Collaboration Tools
  • Project Planning
  • Timesheet Management
  • Time & Expense Tracking
  • Skills Tracking
  • Gantt/Timeline View
  • Multiple Projects
  • Document Management
  • Forecasting
  • Utilization Reporting
  • Calendar Management
  • Assignment Management
  • Resource Request
  • Project Management
  • Task Management
  • Prioritization
  • Capacity Management
  • Projections
  • Real Time Data
  • Commenting/Notes

TaskRay Pricing

Pricing Type

  • Pricing Type Per User

Preferred Currency

  • USD ($) USD ($)

Free Trial

  • NA

Free Version

  • NA

Payment Frequency

  • Monthly Payment Monthly Payment
Pricing Page  

Plans & Packages

Starter

$25 Per Month

TaskRay FAQs

  • No, TaskRay does not offer a free version.

  • No, TaskRay does not offer any free trial.

  • No, Credit Card details are not required for the TaskRay trial.

  • TaskRay offers the following pricing plans & packages:

    Starter

    $25 Per Month

  • TaskRay supports the following payment frequencies:

    • Monthly Payment

  • Yes, TaskRay offers an API.

  • TaskRay offers support with the following options:
    • Email , Chat , Knowledge Base

  • TaskRay offers training with the following options:
    • Live Online , Webinar , Documentation , Videos

  • TaskRay supports the following languages:
    • English

  • Following are the typical users of the TaskRay:
    • Self-Employed , Small-Business , Midsize-Business , Large-Enterprise-Business

  • TaskRay supports the following deployment:
    • Cloud Hosted

  • TaskRay supports the following devices and operating systems:
    • Web-Based