TaskRay
TaskRay is a Salesforce-native project and customer onboarding management application built within the Salesforce environment. It serves enterprise and mid-market customers across multiple industries via SaaS subscription pricing, distributed through direct sales, the AppExchange marketplace, and an implementation partner network.
- Company typePrivate
- Founded2010
- HeadquartersLafayette, United States
- Headcount11–50
- GTM typeB2B
- OfferingSoftware
What TaskRay does
TaskRay is a Salesforce-native project and customer onboarding management platform that operates as a managed package installed directly into customer Salesforce instances. The product standardizes and automates complex, multi-step project delivery—primarily customer onboarding, implementation tracking, and professional services execution—within the Salesforce environment where customer and operational data already reside. Its primary users are project managers, implementation teams, and Salesforce administrators at organizations that have already standardized on Salesforce for CRM and want a parallel system for managing onboarding and delivery without a separate data silo.
The platform is organized into five integrated product modules: Templates & Automation (including Template Sync, Template Hub, Template Builder, Template Migration, Template Versioning, and the Stitcher for midstream template merging), Resource Management (Configuration Hub, Resource Planner, Resource Attributes, Dynamic Team Builder, Resource Forecasting, and Resource Analytics), Task Management (multiple Project Views, Advanced On-Hold, Advanced Scheduler), Collaboration (View, Connect, Hub, Experience for external collaborators), and Analytics (Project Insights, Portfolio View). Resource Management was added through the June 2022 acquisition of Flux Capacity. An AI layer, TaskRay + Agentforce, provides risk flagging, work prioritization, and next-best-action guidance leveraging Salesforce's Agentforce platform. Native integrations span Sales Cloud, Service Cloud, Field Service Cloud, Experience Cloud, Financial Services Cloud, Healthcare Cloud, Salesforce CPQ, Chatter, and Einstein Analytics, with additional third-party integrations to Gainsight, Conga, Formstack, Zapier, Workato, Cirrus Insight, Accounting Seed, Centro, and LinkPoint 360. The company is SOC 2 Type II compliant and certified to the EU-U.S., UK Extension, and Swiss-U.S. Data Privacy Frameworks.
TaskRay operates a B2B SaaS subscription model with quote-based, per-seat or instance-based pricing on annual contracts; specific pricing is not publicly disclosed. Go-to-market combines direct enterprise sales led by a dedicated SVP of Sales & Customer Success, the Salesforce AppExchange marketplace as a primary discovery and self-serve evaluation channel, and a tiered implementation partner program (Gold, Silver, Referral) of Salesforce consulting firms. Target verticals are Technology & SaaS, Healthcare & Life Sciences, Financial Services, Telecommunications, Manufacturing, and Real Estate & Franchising, with named enterprise and mid-market customers including Toast, Butler University, FieldEdge by Xplor, Venture Solar, MIMIT Healthcare, MCG Health, 86 Repairs, Metro Wireless, Cloud Giants, Kicksaw, Force Marketing, ePayPolicy, UpKeep, Prospera Financial, and MWS Technology. The company is privately held under the legal entity Bracket Labs, LLC, headquartered in Denver, Colorado, and operates on a hybrid-first model with no disclosed external funding.
TaskRay firmographics
Firmographics- Name
- TaskRay
- Legal name
- Bracket Labs, LLC
- Website
- https://taskray.com
- Company type
- Private
- Founded year
- 2010
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- TaskRay is a Salesforce-native project and customer onboarding management application built within the Salesforce environment. It serves enterprise and mid-market customers across multiple industries via SaaS subscription pricing, distributed through direct sales, the AppExchange marketplace, and an implementation partner network.
- Ownership category
- akta.pro rank
TaskRay industry classification
Industry- Product category
- Customer Onboarding and Project Management Software
- NAICS
- Computer Systems Design and Related Services (54151)
- SIC
- Services-Prepackaged Software (7372)
- akta.pro primary industry
- Workflow Automation for IT & Ops (Runbooks, Job Scheduling) (HDAEAHAH)
- akta.pro secondary industry
- Data App Builders (Forms, Portals & Internal Tools) (HDAEAKAK)
Keywords
Where TaskRay is headquartered
LocationHeadquarters
- HQ city
- Lafayette
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
TaskRay business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Personnel, Technology or R&D, Marketing or Sales, Operations, Infrastructure
Revenue model
- Subscription Licensing: SaaS subscription model with per-seat or instance-based pricing. Sold directly through sales team and via Salesforce AppExchange.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Quote-based enterprise pricing |
Go-to-market motion3 records
Distribution channels4 records
Marketing channels10 records
TaskRay product offering
Product offeringCore offering
TaskRay is a Salesforce-native customer onboarding and project management platform distributed as a managed package installed directly inside a customer's Salesforce instance. It enables teams to standardize onboarding through reusable templates, manage tasks and resources, automate workflows, and collaborate with external stakeholders, all running natively on Salesforce infrastructure without separate integrations or external data stores.
Product overview
TaskRay is a single, unified Salesforce-native project and customer onboarding management platform built as a managed package that runs entirely within Salesforce. The core product consists of integrated modules including Templates & Automation (Template Sync, Template Hub, Template Builder, Template Migration, Template Versioning, and Stitcher), Resource Management (Configuration Hub, Resource Planner, Resource Attributes, Dynamic Team Builder, Resource Forecasting, Resource Analytics), Task Management (Project Views, Advanced On-Hold, Advanced Scheduler), Collaboration (Collaboration View, Collaboration Connect, Collaboration Hub), and Analytics (Project Insights, Portfolio View). The platform also includes an AI-powered layer through TaskRay + Agentforce for intelligent project assistance. TaskRay was enhanced in June 2022 through the acquisition of Flux Capacity, a resource management application, which brought additional resource planning and forecasting capabilities.
Differentiator
Problem solved
Functional benefit
Products and services
- TaskRay A Salesforce-native project and customer onboarding management platform installed as a managed package inside a customer's Salesforce instance, providing templates and automation, resource management, task management, collaboration, and analytics for onboarding and project delivery teams.
- TaskRay + Agentforce An AI-powered layer on the TaskRay platform that turns Salesforce project data into an intelligent assistant prioritizing work, flagging risks, and guiding next best actions in real time via Salesforce Agentforce.
Quantifiable outcome
- 40-50 days reduction in go-live time
- +7 more outcomes
Companies that use TaskRay
Customer profileNamed customers15 records
Segments11 records
Ideal customer profiles5 records
TaskRay technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- Yes
- API docs
- API detail
Core technology
AI maturity
App detail
Integration18 records
AI capability4 records
Feature13 records
TaskRay partnerships and signals
Strategic signalPartnerships
18 partnerships are on record, tiered core and minor.
- KickSawcoreSalesforce consulting partner (Gold tier) offering world-class implementation, data migration, process optimization, and training services
- Coastal CloudcoreGold tier implementation partner specializing in Salesforce solutions and TaskRay deployment
- MavtroncoreGold tier Salesforce partner providing implementation and consulting services
- VeltigcoreGold tier partner focused on Salesforce and TaskRay implementations
- Torrent ConsultingcoreGold tier Salesforce consulting partner
- Nuage ExpertscoreGold tier partner with Salesforce expertise
- AppluentcoreGold tier partner offering Salesforce and TaskRay implementation services
- Idealist ConsultingcoreGold tier Salesforce consulting partner
- 10KViewcoreGold tier partner focused on Salesforce solutions
- Platinum CubedcoreGold tier partner providing Salesforce consulting
- Galvin TechnologycoreGold tier partner with Salesforce expertise
- The CRM FirmcoreGold tier Salesforce consulting partner
- Solving ITminorSilver tier implementation partner
- Salient ProcessminorSilver tier partner specializing in process automation
- Venn TechnologyminorSilver tier implementation partner
- 10th AveminorSilver tier Salesforce partner
- BkonectminorSilver tier integration partner
- Fast Slow MotionminorSilver tier partner
Scale indicators13 records
Recent moves6 records
Expansion highlights6 records
TaskRay competitors and assessment
Company assessmentBroad incumbents
- ClickUp: All-in-one productivity platform competing with TaskRay across project, template, and workflow automation use cases across verticals.
- Wrike: Enterprise project management platform with template and resource management features that overlap with TaskRay's core onboarding and PM surface area.
- Smartsheet: Work execution and project management platform with templated, automation-driven workflows that compete for the same enterprise mid-market IT/ops buyers.
- Monday.com: Work OS used across enterprises for project and process management at much greater scale and broader horizontal scope than TaskRay.
- Asana: Work management platform serving a broader, non-Salesforce-locked enterprise base with overlapping project and template-driven workflow features.
Direct peers
- Kantata: Professional services automation platform (now including Mavenlink) with overlapping project, resource, and onboarding functionality for services firms.
- Totango: Customer success platform with comparable onboarding and customer health use cases for enterprise clients; a key substitute for Gainsight.
- Gainsight: Customer success and onboarding platform widely used alongside Salesforce for managing the post-sale customer lifecycle. Closely adjacent to TaskRay's onboarding function.
- Certinia: Salesforce-native professional services automation (PSA) platform serving services firms. Competes head-to-head with TaskRay in template-driven project and resource management for Salesforce customers.
- Mavenlink: PSA platform acquired by Kantata, targeting services firms with project and resource management features that overlap with TaskRay's onboarding and PM use cases.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks6 records
Key highlights6 records
Customer concentration
TaskRay social profiles
Digital presenceTaskRay compliance and trust
Trust signalCompliance4 records
TaskRay financial estimates
Financial estimateRevenue estimate
Valuation estimate
TaskRay leadership team
Management profileNumber of profiles
Profiles4 records
TaskRay funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
TaskRay M&A and investment
M&A and investmentM&A1 record
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about TaskRay
What does TaskRay do?
TaskRay is a Salesforce-native customer onboarding and project management platform distributed as a managed package installed directly inside a customer's Salesforce instance. It enables teams to standardize onboarding through reusable templates, manage tasks and resources, automate workflows, and collaborate with external stakeholders, all running natively on Salesforce infrastructure without separate integrations or external data stores.
Is TaskRay a public or private company?
TaskRay is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was TaskRay founded?
TaskRay was founded in 2010. It employs 11 to 50 people.
Where is TaskRay based?
TaskRay is headquartered in Lafayette, United States, in the North America region.
How does TaskRay make money?
One revenue line is on record: subscription Licensing.
Who are TaskRay's main competitors?
Broad incumbents on record are ClickUp, Wrike, Smartsheet, Monday.com and Asana. Direct peers are Kantata, Totango, Gainsight, Certinia and Mavenlink.
Does TaskRay have an API?
Yes. TaskRay is a Salesforce-native application that exposes its functionality through Salesforce APIs and invocable Apex methods. Customers can utilize existing Salesforce API connections, middleware, data backup, and data visualization tools with TaskRay data. TaskRay provides global Apex methods for complex scenarios including deep clones of project templates. Developer documentation is at support.taskray.com/hc/en-us.
What industry is TaskRay in?
TaskRay's product category is Customer Onboarding and Project Management Software. Its primary akta.pro industry code is HDAEAHAH, Workflow Automation for IT & Ops (Runbooks, Job Scheduling), with a secondary code of HDAEAKAK, Data App Builders (Forms, Portals & Internal Tools). Its NAICS code is 54151 and its SIC code is 7372.