TaskRayBracket Labs
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Related Products
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About
The best way to work with people outside your company. Collaborative workspaces for prospects, customers, investors, and partners. Transform the customer experience from demo to onboarding and beyond. Manage the customer lifecycle and get engagement analytics along the way. Clients always know where to go when they need something. One destination that hosts all of your links, pdfs, meeting agendas, deliverables, project timelines, proposals, and more. Embed your favorite software from Figma to Google Slides to Vimeo. Navigate complex deals and onboard customers. Stop using that spreadsheet. Instead, build a collaborative mutual action plan with customers, share status, align due dates, assign tasks, leave comments and upload files. Personalization at scale. Create branded spaces with custom content. Share feedback & move projects along. Customers comment on what you’re working on and share key resources with file uploads.
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About
Your Ticket to First Class Customer Onboarding. There’s a reason we're the best Salesforce-native app for customer onboarding. Our TaskRay in 60 seconds video covers the 4 critical steps and best practices for onboarding, just a few of the things that set us apart. TaskRay is the Leader in Customer Onboarding in Salesforce. TaskRay, an innovative customer onboarding and project management solution, helps companies manage their onboarding and implementation processes, drive greater efficiencies, and create unmatched customer experiences—all within Salesforce.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Organizations interested in a solution to create and manage collaborative workspaces for prospects, customers, investors, and partners
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Audience |
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
$29 per month
Free Version
Free Trial
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Pricing
$19.00/month/user
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationDock
United States
www.dock.us
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Company InformationBracket Labs
taskray.com
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Alternatives |
Alternatives |
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Categories |
Categories |
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Project Management Features
Agile Methodologies
Budget Management
Client Portal
Collaboration Tools
Cost-to-Completion Tracking
Customizable Templates
Gantt Charts
Idea Management
Kanban Board
Milestone Tracking
Portfolio Management
Resource Management
Time & Expense Tracking
Traditional Methodologies
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Integrations
Salesforce
Caliza
Figma
Google Slides
HubSpot CRM
HubSpot Customer Platform
Pocus
Vimeo
Workato
YouTube
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Integrations
Salesforce
Caliza
Figma
Google Slides
HubSpot CRM
HubSpot Customer Platform
Pocus
Vimeo
Workato
YouTube
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