Customer onboarding, implementations, installations, delivery—whatever you call it—TaskRay is designed for your post-sale moments, all in Salesforce. Design Build templates, reports, and dashboards, and add automation to make it run smoothly. Manage Plan and prioritize workloads, assign tasks, and handle scheduling across teams. Collaborate Stay aligned across projects, teams, and customer accounts for a seamless experience. Analyze See project performance and identify areas of opportunity with robust analytics tools.