TaskRay operates seamlessly with Salesforce, and this ensures no confusion or complex integrations All the repeated processes have pre-built templates that ensures easy tasks automation We consistently view tasks projects, and flexible solutions are deployed to ensure more results are delivered TaskRay has consolidated capacity management, where resources are precisely utilized and no overloads The internal updates snd collaborations ensures there is transparency We standardize most of our projects using this software, creating a manageable growth cycle

TaskRay is an incredible approach that makes customer and project onboarding management more visual and organized The app has excellent templates that automates all the processes for repeat tasks We integrate TaskRay with SalesForce, helping us manage all projects and the customer experience We get timely updates and progress from this platform

What I like best about TaskRay is how seamlessly it enables collaboration with our customers during Sage Intacct implementations. Because it’s built on Salesforce Experience Cloud, we can bring customers directly into the project workspace to collaborate in real time—task lists, deliverables, due dates, communications, and file sharing are all in one organized, transparent space. Our customers consistently tell us how much they value the clarity and accountability TaskRay provides. Equally important, TaskRay lives entirely within our Salesforce environment. That means all project data benefits from the same enterprise-grade security, backup, and compliance measures we already have in place, giving us and our clients complete peace of mind. From a customization perspective, the flexibility is unmatched. We’ve tailored TaskRay screens and workflows for both our staff and customers using standard Salesforce tools like Apex and Flows, and we’ve even automated our entire project setup process. This level of control ensures our implementation methodology is consistent, efficient, and perfectly aligned to each client engagement. In short, TaskRay combines security, flexibility, and an outstanding customer experience in a way no other project management tool we’ve seen in our nearly 20 years of business has come close to matching.