TaskRay

TaskRay

Bracket Labs
iStart

iStart

iSolve Technologies Europe
+
+

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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.

About

In everything we do, we love to challenge the status quo. We are inspired to transform your business, because as you grow we grow. We happen to make great platforms that will transform your business. Want to have a transformation meeting? Digital Customer Onboarding within Minutes! 56% of wealth managers say it takes an average of four weeks to onboard a customer manually. iStart enables swift, smooth and seamless customer onboarding experience. A uniform customer onboarding experience is vital for your business! We believe your business must focus on customer generating activities – automate customer enabling activities! Digital Customer KYC and Onboarding Platform! iStart is a digital customer onboarding platform powered with smart intelligence and automation tools. Our platform enables Banking, Insurance (BFSI) and other financial institutes to enroll and manage their customers online.

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Supported
Mac Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Audience

Audience

Banking, insurance and financial service companies looking for a cloud-based digital customer onboarding platform

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Not Supported

Support

Phone Support Supported
24/7 Live Support Supported
Online Supported

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

$19.00/month/user
Free Version Not Supported
Free Trial Not Supported

Pricing

No information available.
Free Version Not Supported
Free Trial Supported

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

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 Not Supported
Webinars Supported
Live Online Not Supported
In Person Not Supported

Training

Documentation Supported
Webinars Not Supported
Live Online Supported
In Person Supported

Company Information

Bracket Labs
taskray.com

Company Information

iSolve Technologies Europe
Founded: 2004
Netherlands
isolveglobal.com

Alternatives

Mission Control

Mission Control

Aprika Business Solutions

Alternatives

Inspire Planner

Inspire Planner

Inspire Planner Inc.

Categories

Categories

Project Management Features

Agile Methodologies Supported
Budget Management Not Supported
Client Portal Supported
Collaboration Tools Not Supported
Cost-to-Completion Tracking Supported
Customizable Templates Supported
Gantt Charts Supported
Idea Management Supported
Kanban Board Supported
Milestone Tracking Supported
Portfolio Management Not Supported
Resource Management Not Supported
Time & Expense Tracking Supported
Traditional Methodologies Supported

Integrations

Salesforce Supported
Workato Supported

Integrations

Salesforce Not Supported
Workato Not Supported
Claim TaskRay and update features and information
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