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TaskRay Project Management for Salesforce

Starting at $21 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

(201)

Listed On

8/9/2012

Latest Release

10/11/2018

CATEGORIES

Project Management
TaskRay: More Than Project Management

TaskRay helps you onboard customers, faster & more efficiently. With robust templating & automation functions - High Tech, SaaS, Financial Services, Manufacturing, & Franchising businesses can build systems to scale their customer onboarding projects.

201 Reviews
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5.0
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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 201 Reviews Rating: Any Rating Sort By: Review Date

Amazing

This app has helped to make our team more collaborative and efficient in ensuring our projects are completed! It has moved us from what felt like a million spreadsheets to one central place.


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Great Tool for Managing Client Onboarding Projects

TaskRay has been a great tool for our Client Success Management team! It has all the features we need and is very easy to learn/use. Our team has also been very happy with the support we have received.


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Perfect tool for SaaS onboarding

This has been a great tool for our CSM team to use during Onboardings so far! The feature-set and interface have a great balance between flexibility, while keeping it simple and clear of feature bloat.


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The perfect balance of features and usability

We needed to replace our existing Project Management application, previously used for the on-boarding of new customers, by an application more specifically focused around this purpose, and that also integrated deeply with our Salesforce-centric ecosystem. We evaluated a few Salesforce native applications and when we discovered TaskRay, we thought that it was the perfect fit for our needs.####The team at BrackLabs is also extremely responsive to comments and feature improvements, which we think is a very refreshing attitude towards customers.


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Native and flexible project management tool

TaskRay is a great tool for organizing projects directly in Salesforce and can be easily adapted to fit your needs. But the real power comes from it being native to the force.com plattform. Therefore it offers complete integration to any business process you might have implemented in Salesforce.


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Must have tool for project management

We are so happy to have this tool to manage all our project at one spot and within Salesforce.##All features work great and fit our business needs. I was impressed by TaskRay end users' guide which is very helpful for the new user. TaskRay's support team is very helpful and very responsive. Keep up the good work:)


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Highly Recommend - Slick, Seamless and Superior

As an IT Director, I selected TaskRay over a variety of Salesforce and non-Salesforce applications to bridge the considerable gap between our sales, service, project management, and customer community. The ease of use, view/filter capability, and incredible UI really sold me on the product, as it did with our management and users. Kanban, Plan and Calendar views addressed all of my team's needs, in one application.####As a former Solutions Engineer, I appreciated the ease at which I could customize/tailor the system to my team's needs and the small efforts that could make a big difference to our team, many of which required only end-user-level efforts. The drag-n-drop capabilities didn't hurt either. ####Our Account Executive, Elliott Niedens, was simply terrific - answering questions on the fly and deep research, demoing custom scenarios and working with our unique team structure. Thank you Elliott!####Lifelong Advocate,####Reed Marquand


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Really Good

We've been effectively using TaskRay. We moved from using Teamwork.com and haven't looked back. TaskRay support is really great too.


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Great system for tracking/monitoring projects within the SF environment

You don't have to waste time shuffling between email, spreadsheets, even sticky notes, to manage projects. Taskray organizes all your team's work (like goals, calendars, files, notes, and more) in one place.####Great follow up by their staff. Service minded.


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Great product, even better customer support

We found TaskRay while seeking out a tool that would allow multiple departments to collaborate on structured projects as well as day-to-day team/task management. The product was exactly what we were looking for - a robust app with desktop and mobile functionality that is easy to use. ####As we've customized TaskRay to fit our organization, their support team has been an invaluable resource. For many of the customizations we've made, they shared from a library of videos and helpful FAQs to take us step-by-step through the process. For everything else, the support team has gone above and beyond to answer questions. Lisa, in particular, has been a tremendous resource!


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