TaskRay Description
Your ticket to first-class customer onboarding. We are the best Salesforce-native app to help customers onboard. Our TaskRay in 60 second video explains the 4 key steps and best practices for customer onboarding. This is just one of the things that sets us apart. TaskRay is the leader in Salesforce customer onboarding. TaskRay, a customer onboarding and project management tool that helps companies manage their implementation and onboarding processes, increase efficiencies and create exceptional customer experiences - all within Salesforce.
TaskRay Alternatives
Moxo
Moxo’s service orchestration platform revolutionizes complex B2B interactions by delivering seamless and efficient experiences.
Inefficiencies and risks often arise when business processes are scattered across departments, clients, vendors, and partners. Moxo eliminates these challenges by unifying workflows—transforming fragmented operations into streamlined, cost-effective solutions that boost client satisfaction.
Moxo platform accelerates essential tasks such as client onboarding, document management, and exception resolution. The outcome: quicker process completion, minimized compliance risks, and exceptional client experiences.
Trusted by industry leaders in financial services, consulting, legal, healthcare, and real estate—including Citibank and BNP Paribas—Moxo powers the orchestration of mission-critical business relationships.
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Veriam
Veriam brings access and subscription management together in a single, secure platform designed to simplify operations, reduce admin time, and improve security. From onboarding to offboarding, Veriam makes it easy to manage access permissions and subscription plans for customers, partners, and employees—all in one place.
With Veriam, access permissions and subscription updates happen in real-time. When subscriptions are renewed, upgraded, or changed, access is automatically updated too—so customers always have the right access, without delays. This real-time synchronization means fewer support tickets and a better customer experience.
Users only need one login to access products, subscriptions, and data from any organization using Veriam. No more juggling multiple logins or passwords—just a smooth, familiar experience every time they log in.
Veriam offers self-service. Customers can update their own subscriptions, manage access, and change profile details without support. This reduces the load on support teams and gives users more control.
Built with security and compliance in mind, Veriam follows industry standards, giving you confidence that customer data is handled securely.
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Eurekos
Learning management systems are good for training employees but often fail to address the unique needs of training customers & partners, as well as customers' customers & partners.
Eurekos is a leading European customer education specialist, offering innovative training software solutions for businesses and non-profit organizations with a need for external training, certification or accreditation.
Eurekos offers a complete set of tools to create and deliver training that cover the entire customer journey: before the sale, during onboarding and ongoing. Eurekos has everything for rapid onboarding, advanced certification, eCommerce, unlimited brand portals, complex organization structures and integrated content development all under the highest privacy & security standards (ISO7IEC 27001 & 27701). We are constantly reinvesting back into our software to bring our clients the most current features available on the LMS market.
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Coassemble
We are your first online training platform for growing businesses.
We also turn people into the workplace hero by empowering you to deliver
genuinely engaging training experiences your employees deserve from
beginning to end.
With 20+ course templates and 30+ lesson screens to bring your content
to life, we'll help deliver your training, give you a gold dust data analytics
tool to track engagement, and so much more!
All you need is one idea, and we'll help you grow it into a fully-fledged
training experience.
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Pricing
Pricing Starts At:
$19.00/month/user
Integrations
Company Details
Company:
Bracket Labs
Website:
taskray.com
Media
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Product Details
Platforms
Web-Based
Types of Training
Webinars
TaskRay Features and Options
Project Management Software
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
TaskRay Lists
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