TaskRay

TaskRay

Bracket Labs
+
+

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About

You will no longer share spreadsheets with your customers or send endless emails with attached materials. Instead, you’ll focus on creating value. Use our widget-based creator to include call recordings, documents, KPIs, contracts, task lists, and so much more! Automatically generate hubs that include tasks, written resources, videos, surveys and what not. Onboarding new users is probably your CSMs' most time-consuming responsibility. So often they find themselves answering the same questions over and over again. Create an automated onboarding journey that feels personalized. Communication with customers is difficult because it takes place across so many channels and there is no single-source-of-truth. Too often, customers are reactive to their CSMs' efforts, resulting in a very long onboarding process and constant follow ups to complete necessary steps and master the product.

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.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Companies searching for a powerful Customer Onboarding platform

Audience

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

$19.00/month/user
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

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Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

EverAfter
Israel
www.everafter.ai/

Company Information

Bracket Labs
taskray.com

Alternatives

Alternatives

Mission Control

Mission Control

Aprika Business Solutions
Inspire Planner

Inspire Planner

Inspire Planner Inc.
FROGED

FROGED

FROGED Technologies

Categories

Categories

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

Integrations

Salesforce
Workato

Integrations

Salesforce
Workato
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