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TaskRay Project Management for Salesforce

Starting at $25 USD per user per month Choose from an annual commitment per user or per instance or choose to purchase the TaskRay starter pack which includes up to 5 users. Contact us for a quote at sales@bracketlabs.com.

Discounts available for nonprofits

Rating

(220)

Listed On

8/9/2012

Latest Release

12/12/2018

CATEGORIES

Project Management
TaskRay: More Than Project Management

TaskRay helps you onboard customers, faster & more efficiently. With robust templating & automation functions, businesses can build systems to scale their customer onboarding projects. Want to learn more? Talk to us - http://bit.ly/2yMAgib

220 Reviews
97%
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5.0
Average Rating
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Top Favorable Review

Completely transformed how we run our post-sale process in Salesforce

We had so many spreadsheets with so much data that you couldn't have them open at one time or your computer would crash. Enter TaskRay! We've completely transformed how we run delivery for the products sold by sales. Say hello to accountability, transparency, collaboration, and repeatable/scalable processes. Everything is in one place now, and best of all, it's related to Salesforce records. We're now using it for special project management and even our marketing team is now using it for internal projects. Very thoughtful app that works in partnership with Salesforce, I think of TaskRay as a seamless part of Salesforce, rather than an app-exchange app. In short, an admin's dream!


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Customer Reviews 220 Reviews Rating: Any Rating Sort By: Review Date

Super Smooth Sales Process

We vetted multiple, similar tools for over a month and finally decided to move forward with TaskRay for our project management tool. The product meets our unique needs and the personnel remained available to us throughout the entire sales process. Shout out to Tim who helped us along the way.


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Powerful Project Management Tool!

I've used TaskRay personally and installed it on many client orgs. This is one of the best project management tools available for the Salesforce Platform. Along side with being my top choice, the TaskRay support team is always available to help out and has been outstanding with quickly resolving issues.####Try TASKRAY today! I guarantee you wont be disappointed.


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We always recommend TaskRay where applicable

For companies that have the types of processes supported by TaskRay, we heartily recommend the app.####Really well designed with excellent documentation and top notch customer support.


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must-have project mgmt solution for Salesforce users

if you're a SF user and you're looking for a project mgmt solution, look no further. TaskRay is extremely robust, flexible, and user-friendly and the team is fantastic to work with! Many technology solution sales guys will pawn you off to their "tech guys" the moment you start asking technical questions - during the sales cycle or during a free-trial. NOT TASKRAY! My sales guy (Jon) was both accessible and knowledgeable. Were still in the process of implementing TaskRay (nearly done), and for a company which is totally reliant on SF, it's been an amazingly simple, integrated solution for us to work with.


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Can't go wrong with TaskRay!

Amazing application with lots of great built-in functions and best of all, it's all within Salesforce. It's simple, easy to use and was incredibly easy to customize the application to fit our business requirements and processes. ####We've been very pleased using TaskRay to manage all our projects!


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Does everything I wanted it to

My company had been using the Task management system native to Salesforce (we're still using Classic) and I found it so unhelpful that I preferred to keep my own to-do list instead of creating another task that I would ignore. At the same time, we started having multiple projects on the go at once and I really wanted to be able to see all the milestones laid out across a calendar month. Yet, it still had to integrate with Salesforce, have an aesthetically pleasing interface, be fairly intuitive to learn for my team, and not be too expensive. ####TaskRay ticked all the boxes. This isn't as pretty, with all the bells and whistles, as, say, Trello. But it is a very straightforward, nicely designed add-on that lives natively in Salesforce so works very well with all of your data. Its price-point is also one of the best I have seen for something with such high functionality. Installing it was so simple and the guide they provide really does explain almost everything and is very easy to follow. For any remaining questions, TaskRay allot a handful of follow-up calls where you can ask anything (and I did!). ####Some of the customizations can be a little less streamlined and there are one or two legacy 'quirks' but the very fact that I can customize so much delights me and the quirks are very easily ignored. This is me being nitpicky here.####I went from using my Task list once every week or two to relying on TaskRay every day. I feel like this is the perfect middle-ground for process management software. It's not especially fancy, but it meets all crucial needs and several more to boot, with a cost that most small-to-medium businesses do not have to balk at. It also does not take long to learn, even all by yourself.


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TaskRay is the way forward...

We needed to automate our lease administration task management / workflow. We reviewed a handful of applications and ultimately decided on TaskRay as it is so versatile, plus the app and data are fully integrated into the Salesforce platform including the Reports functionality. More importantly, Salesforce & TaskRay worked with us to implement a meaningful solution allowing us to incorporate our BPO personnel who are a critical step within the workflow.


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5 stars for 5 years

I have been a TaskRay user since April 2013. I loved it then....I love it now. ####Over the years, the Bracket Labs team has delivered on an ambitious Roadmap. Five years ago I would have called it lightweight but great. Today it is feature rich and provides sophisticated project management. Coupled with Salesforce powerful capacity for customisation, as well as it's robust and rich reporting, TaskRay is unbelievably enhanced with Lightning.####TaskRay completes the Salesforce off the shelf offering, as well as the clear leader in embracing Lightning. Thank you!


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Taskray took us to the next level!

We looked for a solution to manage our professional services business. We looked for a platform that will allow us to manage projects, tasks and resources and have them all link back to our customer database and opportunities. We definitely made the right choice with Taskray. The integration was easy and the Taskray team has been provided quick and professional support.####We also opened up Taskray to our customers in our customer comminity allowing them to track and monitor progress on projects and resrouces. Real game changer!


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Makes Managing Projects Simple

Managing/delegating tasks has always been so difficult but thanks to TaskRay it is much easier. I can look at all my tasks for all projects or zoom into a specific project and see my tasks. I can also do the same for all of my delegated tasks and move them through the lifecycle quickly. Big fan of the new improvements made as well.


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