TaskRay is a Salesforce-native project management platform focused on the post-sale delivery phase. Founded in 2010 and headquartered in Denver, Colorado, the company serves thousands of businesses across multiple industries including technology, healthcare, life sciences, manufacturing, financial services, real estate, franchising, and telecommunications.
The platform addresses the operational complexity of customer onboarding, implementation, and delivery for B2B enterprises. TaskRay's core offering centres on intelligent workflows that anticipate risks, reduce manual work, and provide real-time next-best-action guidance to teams managing these critical processes. The system integrates directly within Salesforce, enabling companies to move customers through implementation phases more efficiently and recognize revenue sooner.
TaskRay emphasises removing friction in the handoff between sales and customer success teams. Its technical capabilities include risk identification and mitigation, workflow automation, and agentic project management features designed to streamline the transition of newly signed customers into active users.
