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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

(224)

Listed On

8/9/2012

Latest Release

3/19/2019

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

224 Reviews
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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 224 Reviews Rating: Any Rating Sort By: Review Date

An app and company you can TRUST

As a consulting partner, it is really refreshing to work with a company that understands the meaning of a true "partnership". Trust is the foundation of customer and partner relationships, and TaskRay is one of the few software vendors that I've worked with that places such importance on that value. I trust the TaskRay app to work in all situations, and when an issue arises, I trust the Bracket Labs team to stand behind their product. They have done this for me without fail, and this is why I CONFIDENTLY refer my clients to TaskRay anytime a project management solution is needed. The app perfectly supports a very diverse set of use cases, from customer onboarding to construction projects, and the available automation tools can be flexibly leveraged to streamline almost any business process. Keep up the great work, TaskRay!


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Very Useful

TaskRay has really helped to fill a huge need in our company. We needed a way to make sure that all new customers get onboarded in a consistent way and that the process be visible to management. TaskRay has enabled us to that with the use of templates that can be cloned for any new customer. ####Also, we needed to be able to track ongoing, repeating, monthly work that we do for our customers. TaskRay has allowed us to do this via repeating tasks. We can do the work, track completion, and automatically queue up a new task for the next month's cycle. This also has the benefit of keeping running history of all the work we do for our customers including the time spent on their account.####Lasty, our internal projects needed to be tracked and reported on. TaskRay has allowed us to do this easily.####Being able to do this from the same platform that we use to manage our customer information gives us a tremendous advantage as all the data is available in one place so integration is a no-brainer. We've also been able to pull data from SF and capture all project data for customers and use it in all sorts of ways. 5 Stars for TaskRay!


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PM so easy even a sales rep can use it

Our company was searching for a task management tool to help us organize the actions needed to help our customers be successful. Originally we were using Google sheets, which did not alert the sales team when an action was needed or was over due. That's when we found TaskRay. ####We love how TaskRay is integrated with Salesforce so the sales team has 1 place to go instead of having to use another application. The notifications are great. They give you a snapshot of what is needed across all of your accounts. Really provides an answer to "what do I have to do today?" TaskRay is also much more affordable compared to similar options in the market. ####Highly recommend.


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Met Expectations

TaskRay has allowed our company to organize, plan and execute our projects much smoother and faster. The app is a great add-on to Sales Force and helps keep us organized and on the same page. We are very satisfied with the app and the support we have received from Tim and Theresa has been superb. We would recommend this app for anyone looking to help projects flow smoothly and organize multiple projects at once.


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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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