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
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
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
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
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.