TaskRay is an incredibly straightforward and well-executed tool that allows us to manage repeatable workflows right inside Salesforce — where we already concentrate our customer and prospect data. It has allowed us to move away from cumbersome spreadsheets for tracking the customer onboarding process: We automate TaskRay Project creation at Closed Won, so we no longer ever drop a customer accidentally, and we are now much more able to collect data on the onboarding process, which allows us to keep improving. If you're already a Salesforce Admin, implementation is extremely easy once you've defined your business processes. I was able to implement without a third-party consultant or a formal Admin certification. And finally, Customer Support is kind, prompt and thoughtful — best in class.

The Customer Support team is top notch. They are speedy with great explanations. Will to go above and beyond to help you solve a unique case.

The visuals - I love the User interface and user experience. It's quite minimalistic, yet seems to have all the information I need on one screen. The ability to customize the look and feel really helps also. There are so many small features, such as favorites projects and drag and drop features, built in that really help organize the views so it's unique to the user. We currently have hundreds of projects and tasks running simultaneously and yet all are visible with filters.