Services · Project Management

Project delivery, managed
inside Salesforce.

TaskRay brings project management, onboarding, and delivery operations inside Salesforce — where your customer data already lives.

TaskRaySalesforceProject TemplatesResource Management

What We Do

When project management lives in a separate tool from your CRM, things fall through the cracks. Tasks aren't connected to accounts. Milestones don't trigger follow-ups. Project status is invisible to the sales team. TaskRay solves this by bringing project delivery natively into Salesforce — so every task, milestone, and deliverable is connected to the customer record it belongs to. Appluent implements TaskRay for service organizations, professional services teams, and customer success functions that want delivery and CRM in one place.

Capabilities

Project Templates — Repeatable project templates that launch automatically from Salesforce opportunities or contracts
Customer Onboarding — Structured onboarding workflows that ensure consistent delivery and great first impressions
Task & Milestone Management — Task assignment, dependencies, due dates, and progress tracking inside Salesforce
Resource Management — Visibility into team capacity, workload, and utilization across projects and accounts
Reporting & Dashboards — Project health, delivery metrics, and team performance inside Salesforce reporting
Integration — Connecting TaskRay to Salesforce opportunities, contracts, accounts, and contacts

Key Outcomes

01
Project delivery connected to customer records — no context switching
02
Consistent onboarding experience with automated task creation
03
Full project visibility for sales, delivery, and leadership teams
04
Resource planning based on real pipeline and active project data

Related Services & Solutions

Salesforce
→
Project & Work Management
→
Strategic Managed Services
→
Intellistack
→

Ready to bring project management into Salesforce?

We'll show you how TaskRay can connect your delivery operations to your customer data.