Trust
Security & compliance
SOC 2
SLA uptime target: Not specified
Security review turnaround: Not specified
DPA available: Not specified
Customer onboarding and project management platform built natively on Salesforce.
Pricing
Custom quote
Founded
2013
Team size
51-200 employees
Headquarters
Chicago, IL
Preview from taskray.com
At a glance
Best for
Startup (1-50), Small business (51-200), Mid-market (201-1,000), Enterprise (1,000+)
Pricing model
Custom quote
Integrates with
Salesforce Revenue CloudSalesforce AgentforceSalesforce Sales CloudSalesforce Service CloudSalesforce Experience Cloud+1
Security
SOC 2
About Taskray
TaskRay is a 100% Salesforce-native customer onboarding and project management application sold on the Salesforce AppExchange. It lets teams standardize onboarding processes, manage projects, tasks and resources, and track work directly inside Salesforce. It is aimed at customer success, onboarding and implementation teams that want post-sale delivery to live alongside their CRM data.
Procurement & Fit
Structured facts from the vendor to help your security, finance, and procurement reviews move faster.
Pricing
Commercial model
Pricing model: Custom quote
Free trial: No
Free plan: No
Contract minimum: Not specified
Procurement
Purchasing & legal
The vendor hasn’t added purchasing & legal details yet.
Fit
Best-fit company size
Startup (1-50)Small business (51-200)Mid-market (201-1,000)Enterprise (1,000+)
Buyer Fit & Positioning
Implementation & Procurement
Commercial Fit & Ecosystem
Proof, Outcomes & Momentum
Alternatives, Migration & Buyer Objections
Buy through Cubbie
Taskray
Taskray doesn’t have a live offer on Cubbie yet — but you can still buy it through us. Request it and Cubbie’s procurement team will source pricing, negotiate terms, and set up the purchase for you.
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