TaskRay is a Salesforce-native project management platform founded in 2010 and headquartered in Denver, Colorado. The company specializes in helping B2B enterprises manage complex customer onboarding, implementation, and delivery processes. By operating within the Salesforce ecosystem, TaskRay integrates directly into the tools that sales and customer success teams already use.
The platform serves a diverse range of industries including technology and SaaS, healthcare, life sciences, manufacturing, financial services, real estate, franchising, and telecommunications. TaskRay's capabilities centre on automating and optimizing post-sale workflows through intelligent project management features designed to anticipate risks, reduce manual work, and provide real-time guidance on next steps. The stated aim is to accelerate the transition from sales to customer success, enabling faster onboarding and earlier revenue recognition.
The platform is trusted by thousands of businesses that rely on it to streamline implementation timelines and improve visibility across customer delivery processes.
