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Overview
TaskRay provides Salesforce-native project management for B2B enterprises handling complex initiatives like onboarding and embedded systems projects. It runs inside Salesforce with templates, resource management, automation, and collaboration tools that guide work from kickoff to cash collection. It differentiates itself by being fully native to Salesforce with end-to-end delivery and no external integrations required. Its goal is to make complex project delivery faster, more cost-effective, and profitable for its customers.
About TaskRay
Industries
Data & Analytics
Enterprise Software
AI & Machine Learning
Healthcare
Company Size
11-50
Company Stage
N/A
Total Funding
N/A
Headquarters
Lafayette, Louisiana
Founded
2010
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Simplify's Take
What believers are saying
- TaskRay Academy, updated 2025-04-30, lowers onboarding friction for admins and end users.
- The 2026-07-13 AppExchange release shows active product investment and continued distribution.
- A 2026 Staff AI Engineer hiring push signals serious AI roadmap execution.
What critics are saying
- Salesforce license dependence makes every customer pay twice and slows expansion.
- Rocketlane, GuideCX, and Arrows attack TaskRay's onboarding niche with better portals.
- If Salesforce bundles similar post-sale workflows, TaskRay's standalone value collapses.
What makes TaskRay unique
- TaskRay runs natively inside Salesforce, eliminating duplicate customer-work data entry.
- TaskRay AI, launched 2026-03-31, embeds Agentforce for project prioritization and summaries.
- Collaboration Hub gives external stakeholders a secure Salesforce Digital Experience portal.
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Benefits
Health Insurance
Dental Insurance
Vision Insurance
Life Insurance
401(k) Company Match
Parental Leave
Phone/Internet Stipend
Wellness Program
Mental Health Support
Employee Assistance Program
Company News
Speaking of - without further ado, Taskray is excited to announce the launch of TaskRay Academy: a customer-centric training hub where you can gain TaskRay superpowers.
TaskRay Earns 'Colorado Best Startups to Work For' on Built In's Best Places to Work List . .
TaskRay provides streamlined and enhanced templates to empower customers to build, manage, update, and control their internal processes based on their unique business needs. Today, TaskRay announced a new update to Post-Sale Work Management on Salesforce AppExchange, equipping customers with new tools to create and optimize consistent processes with enhanced Templates, including an enhanced user experience and improved features
TaskRay, a provider of a Salesforce-native collaborative work management solution designed for managing post-sale processes, today announced that it has signed a definitive agreement to acquire Flux Capacity, a resource management solution purpose-built for TaskRay.
TaskRay integrates with Salesforce Sales Cloud, enabling users to leverage sales and customer data and automation to optimize post-sale processes, resulting in increased customer satisfaction, retention, and expansion opportunities.
TaskRay is Hiring for 3 Jobs on Simplify!
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About TaskRay
Industries
Data & Analytics
Enterprise Software
AI & Machine Learning
Healthcare
Company Size
11-50
Company Stage
N/A
Total Funding
N/A
Headquarters
Lafayette, Louisiana
Founded
2010
TaskRay is Hiring for 3 Jobs on Simplify!
Find jobs on Simplify and start your career today