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
Process Street is the Compliance Operations Platform built for teams that need to move fast without breaking standards. It combines document control, workflow automation, and AI-powered oversight in a single system so every policy is followed, every step is tracked, and every audit is effortless.
Unlike legacy GRC tools or static SOP docs, Process Street turns compliance into a living system. Policies are documented in governed, version-controlled Pages. Those policies are executed through dynamic workflows with built-in task assignment, approvals, and forms. Every action is logged, monitored, and optimized in real time by Cora, our AI compliance agent.
Used across industries like financial services, real estate, healthcare, and manufacturing, Process Street helps teams automate employee onboarding, streamline audits, manage policy updates, enforce vendor reviews, and run critical processes at scale.
No code required. No micromanagement. Just proof that work gets done right, every time.
Companies like Salesforce, Colliers, Drift, and Hartford Healthcare trust Process Street to eliminate busywork, improve operational visibility, and reduce compliance risk across the business. With native integrations, role-based access, audit trails, and ISO-aligned workflows, it is the platform that makes compliance a competitive advantage.
From onboarding to audits, Process Street is how high-stakes teams enforce standards, automate execution, and prove compliance by default.
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Eurekos is the customer training LMS built to educate the world outside your organization – partners, distributors, resellers and the networks beyond. Most companies spend years perfecting their product or service, then hand customers a repurposed employee training course and hope for the best. When those customers churn, the product gets the blame. Usually, the training is the problem.
Eurekos fixes that. We help you turn training from a cost into a growth engine. The ability to sell courses, accreditations and learning paths directly through the platform doesn’t just help retain business. It transforms customer education into a revenue stream.
The same thinking runs through the entire platform – in how Saga AI adapts every learning journey to the individual, in how training portals can be customized to different customers and regions, and in how we work with you long after you go live.
Eurekos Product Features:•Saga AI –Saga AI delivers contextual knowledge discovery, automated content creation and adaptive learning paths that adjust to each learner's behavior and progress. • Learning journeys and adaptive paths – Build any training path imaginable.• Built-in course authoring – 40+ customizable, interactive authoring tools built directly into the LMS. • Certification and accreditation – Create, manage and track complex certification programs with full automation..• Security and compliance – ISO/IEC 27001 & 27701 certified. • Unlimited branded portals – Deploy separate, fully branded learning environments for different cust. segments, partners or regions.• eCommerce • Mobile learning – Native mobile app for iOS and Android.• Global reach – 195+ languages with full localization support. Cloud and on-premise options.• Integrations and API – Open API & 40+ integrations
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SkyPrep
SkyPrep is a powerful and intuitive online training software that helps you train your employees, customers, and partners. Our customizable platform allows you to deliver, manage, and track your training with ease. Serving over 500 companies across various industries worldwide, SkyPrep has been recognized for its ease of use and outstanding customer support. By using SkyPrep, you will be able to onboard employees, train customers on your products, and keep up with compliance requirements effortlessly.
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EasySend
EasySend simplifies the creation of digital customer journeys by allowing businesses to automate customer data intake, document management, and approval processes. Whether it’s for claims, loans, or quotes, EasySend’s no-code platform helps companies digitize their workflows, eliminating manual tasks and speeding up processes. With secure integrations, seamless e-signatures, and compliance with global data regulations, EasySend offers a robust solution for digital transformation. Trusted by Fortune 500 companies, it empowers businesses to offer dynamic, branded customer experiences while maintaining security and compliance across all stages of the journey.
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Pricing
Pricing Starts At:
$19.00/month/user
Integrations
Company Details
Company:
Bracket Labs
Website:
taskray.com
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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
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