TaskRay: Use-Cases, Insights and Reviews | 2025 Cuspera

Name: TaskRay
Brand: TaskRay
Rating: 4.34 (1127 reviews)

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(1127)

TaskRay - More than Project Management. Customer Onboarding in Salesforce

App Partner

TaskRay Overview

TaskRay is a comprehensive customer onboarding and project management app for Salesforce, offering a wide array of features. It is recognized for its robust functionality and extensive capabilities.

Use Cases

Customers recommend Onboarding, Collaboration, Helpdesk Management, as the business use cases that they have been most satisfied with while using TaskRay.

Other use cases:

Workflow Management
Social Media Analytics
Measuring Customer Satisfaction
Communication Management
Engagement Management
Customer Case Management
Contact List Management

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Business Priorities

Scale Best Practices and Acquire Customers are the most popular business priorities that customers and associates have achieved using TaskRay.

Other priorities:

Enhance Customer Relationships
Improve Internal Communications
Improve Stakeholder Relations
Improve ROI
Grow Market Share
Increase Sales & Revenue

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TaskRay Use-Cases and Business Priorities: Customer Satisfaction Data

TaskRay works with different mediums / channels such as Social Media.

TaskRay's features include Templates, Dashboard, Recording, etc. and TaskRay support capabilities include 24/7 Support, Email Support, Phone Support, etc. also TaskRay analytics capabilities include Analytics, and Custom Reports.

Reviews

"...Workflow management...." Peer review by Andrew R, Director of Digital Marketing & Project Management, Automotive

TaskRay, Backlog, BigTime Software, Jama Connect, Zoho Projects, etc., all belong to a category of solutions that help Project Management. Each of them excels in different abilities. Therefore, determining the best platform for your business will depend on your specific needs and requirements.

Popular Business Setting

for TaskRay

Top Industries

Computer Software
Information Technology and Services
Internet

Popular in

Mid Market
Small Business
Enterprise

TaskRay is popular in Computer Software, Information Technology And Services, and Internet and is widely used by Mid Market, Small Business, and Enterprise.

Comprehensive Insights on TaskRay Use Cases

What Are the key features of TaskRay for Onboarding?

TaskRay is a cloud-based solution that streamlines customer onboarding by providing project management and task assignment capabilities. It offers a full suite of features for onboarding, including templates and organizational tools. TaskRay's numerous options may make it difficult to establish consistent best practices and training for teams.

"...It is very cost effective and their development team is actively adding new functionality regularly...." Peer review by Rich Beliveau, Senior Success Manager, Selas Technologies

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Why is TaskRay the best choice for Collaboration?

How can TaskRay optimize your Helpdesk Management Workflow?

How can TaskRay optimize your Workflow Management Workflow?

29+ more Business Use Cases

11 buyers and buying teams have used Cuspera to assess how well TaskRay solved their Project Management needs. Cuspera uses 1127 insights from these buyers along with peer reviews, customer case studies, testimonials, expert blogs and vendor provided installation data to help you assess the fit for your specific Project Management needs.

Case Studies

COMPANY	INDUSTRY	CASE STUDIES
UpKeep	NA	CASE STUDY UpKeep Streamlining Customer Onboarding and Identifying Growth Opportunities with TaskRay Read More
ElevateActual	NA	CASE STUDY ElevateActual The team at ElevateActual uses TaskRay to manage internal deliverables as well as drive Salesforce adoption for their customers. Read More
Metro Wireless	NA	CASE STUDY Metro Wireless TaskRay streamlines Metro Wireless’ project management and customer onboarding processes, giving them the confidence to grow their business. Read More

Video

Post-Sale Collaborative Work Management Solution Native to Salesforce

Frequently Asked Questions(FAQ)

for TaskRay

What is TaskRay used for?

TaskRay is a Project Management Software mainly used by its customers to Scale Best Practices and Acquire Customers by Onboarding, Collaboration and Helpdesk Management .