Collaborating with Clients Has Never Been Easier

Get Everybody Working Together, All in TaskRay
Collaboration Hub is designed for businesses of all sizes that need to work closely with their customers on projects, as well as for those in industries with strict regulatory requirements–think financial services, healthcare, or real estate, just to name a few. If you have a high volume or frequency of external assignments, stringent security needs, and/or don’t have the budget or the need for Salesforce’s Digital Experiences, you’ve come to the right place.
Available with
Standard, Premium, Collaboration Hub License
Plans
collaboration hub main
improved collaboration
Collaboration Hub

Fully Integrate Your Customers Into their Onboarding Journey

Collaboration Hub empowers your external partners through true task ownership, meaning projects progress easier and more efficiently. For your internal teams, Collaboration Hub helps everyone stay aligned across every project, team, and customer account for a truly seamless experience.

A Secure, On-Platform Collaborative Experience

  • Allowing customers to complete tasks and update progress directly in TaskRay
  • Providing a variety of ways to collaborate including through views, assignments, notifications, file sharing, and more
  • Keeping all your valuable data within Salesforce
  • Offering customizable access for all your external stakeholders
  • Making initial setup and configuration quick and painless
  • Enabling you to completely customize your workflows
kim davis
I find TaskRay a fantastic project management tool. I use it internally to manage my work with clients. I also administer it for clients as a consultant and find it easy to work with and configure.
Kim Davis
RevOps Strategist at Kicksaw
ari knight
The Best Choice for SaaS Implementation Teams. You get all the benefits of an amazing project management tool, like task and time tracking, but you also get all of the incredible Salesforce functionality like automation, reporting, and dashboards.
Ari Knight
Vice President of Customer Experience at extendedReach by KCare
paula jarvis
Taskray helps our different lines of business organize their roadmap of business easily and with transparency. We are able to share project information across the company allowing the business to understand resource allocation and gaps. This app is so simple to use and configure to our needs. I would highly recommend TR to anyone that needs project management assistance.
Paula Jarvis
Salesforce Platform Manager at MRA
Explore Collaboration Hub - 30-day Trial
See how Collaboration Hub can accelerate your project success and improve customer experiences with our free 30-day trial.

Your Fully-Customizable, Collaborative Homebase

Best for

Project Managers
Executives
End Customers

Boost Efficiency & Speed-To-Value

Support best practices, faster time-to-revenue, and greater customer satisfaction

Strict Security Requirements? No Problem

With all valuable data stored directly in Salesforce, collaboration in highly regulated industries is safe & secure

Centralized Communication = Greater Visibility

Attributes make team-building easy and efficient, resulting in more time and mental bandwidth for higher priorities

Sanity-Saving Setup & Maintenance

Easy configuration and maintenance that can be handled by project managers drastically reduces administrative burden

Collaborate Your Way

Every business and every project is different, and Collaboration Hub lets you customize exactly how you work with your external partners

Enhanced Customer Engagement

Improve customer engagement by providing a transparent, controlled, and branded project management experience, enhancing trust and satisfaction.

Relevant Resources

Visit Our Knowledgebase

Our help documentation is a great resource for getting to know TaskRay features. 
taskray features

Want to see TaskRay in action?

Request a one-on-one demo with our solution engineering team.
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