Team Collaboration Software
Team collaboration in PrimeBase means tasks, documents, and notes in one workspace—with permissions so the right people see the right work. It’s an internal workspace built around your customers and projects, not a replacement for Slack: you collaborate in the same place where you manage delivery and billing.
Collaborate inside your business systemSee it in action
Tasks, documents, notes
Create tasks and attach them to customers or projects. Store documents and notes alongside the work they belong to. Your team has one place to see what’s due, what’s done, and where the files are—without switching between a chat app and a project tool.
Permissioned collaboration
Control who sees which customers, projects, or areas. You can limit access by role or by assignment so sensitive data stays visible only to the right people. That’s collaboration that fits how small teams actually work.
Internal workspace, not Slack replacement
PrimeBase is not trying to replace quick chat. It’s the place where work gets done: tasks get assigned, documents get attached, and progress is visible. When you need to hand off or review, everything is in the same system as your CRM and accounting.
What you get in PrimeBase team collaboration
Tasks can be linked to a customer or a project, with assignee, due date and time, status (pending, in progress, completed), priority, and optional reminders. You can log time estimate and time spent and mark tasks billable (hourly or fixed) so they feed into project billing. Notes and documents live with the record they belong to. Access is permissioned so the right people see the right customers and projects. That’s team collaboration software and task scheduling software in one workspace—without a separate chat or file app.
Related solutions
Go deeper with these workflows: