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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

Transform your traditional designs into a sophisticated and adaptable service engine. Our intuitive design tool allows you to convert your existing workflow into well-defined visual steps and phases, incorporating tasks, resources, and the ability to modify elements without starting from scratch. Manage all client onboarding seamlessly through a centralized dashboard. With real-time analytics, you gain enhanced oversight on time-to-value and customer retention. You'll pinpoint specific areas in your workflow that require your focus and creativity, facilitating effective communication throughout the organization. By empowering your frontline staff to share their insights, you'll gain a deeper understanding of customer challenges, enabling you to refine and innovate your processes. This approach not only increases employee engagement and satisfaction but also nurtures a culture that prioritizes customer-centric problem-solving. Additionally, by leveraging data-driven decision-making, your organization can continuously adapt to market changes and customer needs.

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.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Salesforce Yes 
HubSpot CRM Yes 
HubSpot Customer Platform Yes 
Pipedrive Yes 
Puntt AI Yes 
Sprinklr Yes 
Workato No 

Integrations

Salesforce Yes 
HubSpot CRM No 
HubSpot Customer Platform No 
Pipedrive No 
Puntt AI No 
Sprinklr No 
Workato Yes 

Pricing Details

No price information available.
Free Trial Yes 
Free Version No 

Pricing Details

$19.00/month/user
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support No 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs No 
Webinars Yes 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

Affinity Canvas

Country

United States

Website

www.affinitycanvas.com/product/

Vendor Details

Company Name

Bracket Labs

Website

taskray.com

Product Features

Product Features

Project Management

Agile Methodologies Yes 
Budget Management No 
Client Portal Yes 
Collaboration Tools No 
Cost-to-Completion Tracking Yes 
Customizable Templates Yes 
Gantt Charts Yes 
Idea Management Yes 
Kanban Board Yes 
Milestone Tracking Yes 
Portfolio Management No 
Resource Management No 
Time & Expense Tracking Yes 
Traditional Methodologies Yes 

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