TaskRay
TaskRay is the leading Salesforce-native project management and customer onboarding platform for B2B enterprises, helping companies streamline post-sale processes and deliver measurable customer value within the Salesforce ecosystem.
Company facts
- Founded
- 2010
- Headquarters
- United States
- CEO
- Sam Swan
About
TaskRay is the leading Salesforce-native project management solution designed specifically for B2B enterprises managing complex customer onboarding, implementation, and delivery processes. Headquartered in Denver, Colorado, TaskRay helps companies make the transition from sales to customer success frictionless, driving greater efficiencies and creating unmatched customer experiences - all within the Salesforce ecosystem. The platform brings agentic project management to onboarding and delivery teams, with intelligent workflows that anticipate risk, reduce manual work, and guide next best actions in real time. TaskRay enables faster onboarding, ensuring revenue is recognized sooner and helping teams deliver measurable impact for every customer. The company serves diverse industries including Technology & SaaS, Healthcare, Life Sciences, Manufacturing, Financial Services, Real Estate, Franchising, and Telecommunications. Founded in 2010, TaskRay has grown to become a trusted partner for thousands of businesses looking to streamline post-sale processes and optimize project delivery within Salesforce.