
Project Management App for Customer Onboarding for Salesforce AppExchange
By TaskRay
Project Management App for Customer Onboarding is the #2 ranked project management app on Salesforce, with a 5.0 average rating from 330 reviews, as a paid app, as of July 11, 2026.
Project Management App for Customer Onboarding is a Salesforce AppExchange app by TaskRay. With a rating of 5.0★ from 330 reviews, it currently ranks #2 in the Project Management category.
AppRanks data: Project Management App for Customer Onboarding ranks #2 in Process Management on Salesforce AppExchange, placing it in the top 2% of that category.
AppRanks verdict
Generated from live marketplace data — refreshed daily
Project Management App for Customer Onboarding is a category-leading Salesforce app with a growing review traction. It is listed in the Project Management category on Salesforce AppExchange, which AppRanks treats as the canonical taxonomy node for ranking and competitor comparison. 330 reviews put it in the early-traction tier — useful for early-stage stores willing to be on the leading edge. Early-traction review counts are sensitive to single launch periods or feature events, so a 30-day re-check before bigger commitments often resolves whether the trend is sustained. Paid-only pricing means evaluating fit on the marketplace listing or via the developer's documentation before installing. AppRanks tracks rating, review count, pricing tier, and category position daily — the figures on this page reflect the most recent scrape from the canonical Salesforce AppExchange listing.
Pros
- +High average rating (5.0★) signals consistent merchant satisfaction
- +Published by TaskRay — established developer track record
Cons
- −Paid-only pricing (paid) — evaluation requires committing payment details
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About Project Management App for Customer Onboarding
How Project Management App for Customer Onboarding works
What is TaskRay? TaskRay is the #1 rated project management application on the AppExchange, now powered by Agentforce. Enterprises use TaskRay to manage projects faster, creating repeatable and scalable workflows that outperform conventional tools like spreadsheets or off platform solutions.
Ideal for teams seeking to manage onboarding projects natively in their Salesforce platform.
TaskRay Use Cases: ✔ Project Management: Take control of your projects and manage delivery your way. ✔ Task Management: Accelerate project cycles times and automating mundane tasks for teams. ✔ Resource Management: Easily assign project work based on skills, capabilities and project requirements. ✔ Onboarding: Onboard customers, clients, partners, and employees faster.
Who Uses TaskRay: ✔ Project Managers: Standardize processes, assign tasks internally, manage external resourcing, and collaborate with Customers. ✔ Leadership Teams: Reduce operating expenses, increase revenue collection, and drive greater profitability on every project. ✔ Administrators: Consolidate project management processes and workflows into Salesforce.
See TaskRay for yourself: https://taskray.com/book-a-demo/
Key features
- ✔ Transform the Way Your Teams Manage Projects The faster your team can deliver a successful project, the more profitable the outcome. Faster projects result in less operating costs, faster cash collection, and increased people productivity.
- ✔ Project Management, Built for Salesforce TaskRay is designed to help project managers complete work 2.5x faster. Leverage Agentforce AI Actions to improve project outcomes and delight customers with seamless onboarding experiences.
- ✔ Native Salesforce Technology TaskRay is built natively in Salesforce. No complicated integrations or systems maintenance required. Don't settle for task management in spreadsheets or outdated PM tools. Keep your data safe and secure in Salesforce.
- ✔ Task Management with AI Actions Manage projects your way. Automate manual tasks, assign work to AI Agents, speed up handoffs, and increase project capacity by 25%. TaskRay templates improve productivity and create repeatability for complex processes.
- ✔ Resource Management Bring customers, contractors and partners into your projects easily with TaskRay. Allocate resources quickly and easily for projects to reduce costs by over 21%. Assign work based on skills, capabilities, and resource capacity.
- ✔ Enhance Project Collaboration Manage resourcing based on capacity and specialized knowledge. Extend visibility and drive accountability with every internal and external stakeholder involved in your project.
- ✔ Improve Customer Experience More efficient projects lead to higher profits and happier customers. TaskRay customers report seeing 15%+ increase in CSAT and NPS scores. Create lifetime loyalty by speeding up time to value for your customers.
- ✔ Consolidate Technology Spend Stop piecing together disparate tools for multiple teams and create exactly what you need inside Salesforce. TaskRay is a one-stop shop for project management, customer onboarding, resource management, and collaboration.
- ✔ Deliver a Complete Customer 360 Vision TaskRay works natively with all major Salesforce Clouds - Sales, Service, Field Service, Revenue and more - to complete the onboarding gap left in the full customer life cycle management process.
Category rankings
As of Jul 11, 2026- Process Management#2of 100Top 2%
- Project Management#2of 154Top 2%
- Field Service#4of 116Top 4%
- Customer Service#16of 1,108Top 2%
- Productivity#30of 1,626Top 2%
See 90-day rank history for each category
Track daily rank changes, category shifts, and position volatility.
Keyword rankings
Project Management App for Customer Onboarding ranks for 37 keywords across Salesforce AppExchange. Here are the top 3:
- Rank #1
- Rank #1
- 3.projectsRank #1
Competitors & alternatives
Project Management App for Customer Onboardingdoesn't have curated competitor matchups yet. Other tracked project management apps on Salesforce:
Frequently asked questions
What is Project Management App for Customer Onboarding?
Project Management App for Customer Onboarding is an app for Salesforce. It currently holds a 5.0-star rating from 330 merchant reviews, and it has been listed on the marketplace since 2012. It is listed under the Project Management category on AppRanks, where you can see its current category position, review-velocity trend, and how it compares against the top alternatives in the same space. Developed by TaskRay.
Is Project Management App for Customer Onboarding free?
Project Management App for Customer Onboarding does not offer a permanent free plan on Salesforce. Pricing starts at 25, and the listed tiers are Starter, Standard, Premium. Trial availability and exact billing terms are mirrored from the live Salesforce listing and may change between refresh cycles, so always confirm the headline price on the source marketplace before installing.
Who uses Project Management App for Customer Onboarding?
Project Management App for Customer Onboarding is actively installed across Salesforce stores tracked by AppRanks. Its review base of 330 suggests adoption is concentrated in growth-stage and mid-market stores. It is part of the Project Management category on Salesforce.
Where does Project Management App for Customer Onboarding rank on Salesforce?
Project Management App for Customer Onboarding currently sits at position #2 in the Process Management category on Salesforce. That places it in the top 2% of 100 apps tracked in the same category. Category positions are read from the live marketplace ranking and refresh on each scrape, so the number you see here reflects the most recent crawl rather than a long-running average.
What does Project Management App for Customer Onboarding integrate with?
Project Management App for Customer Onboarding lists 6 integrations on its Salesforce marketplace page. The most prominent are Sales Cloud, Service Cloud, Revenue Cloud, Sales Cloud, Service Cloud, Experience Cloud. Integration data is mirrored from the live Salesforce listing on each refresh, so the set above tracks whatever the developer has currently published — it does not reflect deeper compatibility AppRanks has not been able to verify from public data.