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Customer‑Centric Project Management

Manage your customer projects in one place. Provide a simple, branded experience for your customers. Set clear expectations and hold each other accountable.

Features

Stop managing customers with outdated manual processes like emails, slide decks, and spreadsheets.

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Customer-first project management

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Customer-facing task workflows

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Goal tracking and success plans

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Streamlined cross-customer dashboards

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Reusable customer process templates

Create customers for life with Coordinate.

 
Case Studies

Hear what others are saying

Etleap logo
5 min read

How Coordinate helps Etleap align with customers

Coordinate helps Etleap stay aligned with their customers and keep everyone informed on both sides.

Read now
Smarking case study by Coordinate
5 min read

How Smarking empowers their CS team and optimizes for growth

Smarking is hired by organizations like Brookfield Properties, City of Miami, ABM Industry Groups, and many other enterprise industry leaders to turn their parking data into business results.

Read now
FanThreeSixty logo
5 min read

How FanThreeSixty streamlines their client account management

FanThreeSixty’s Client Success Team is dedicated to ensuring their clients are able to maximize their potential by utilizing fan data. Dealing with ongoing high-touch customer relationships with complex seasonal campaigns isn’t easy!

Read now
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How to get started?

Coordinate doesn’t take months or years to start seeing results. Create an account to get started today with both new and existing customers!

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(888) 926-2654team@coordinatehq.com

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Do you run consulting or professional services?

With Coordinate, you will stay organized on all customer projects

Does your team keep customer context in their heads? Do you often lose critical customer info in emails, slacks, or when somebody leaves the company? Coordinate makes sure your team has an accurate understanding of every customer: where they are now, how they got here, and where they’re going.

With Coordinate, you will clearly communicate expectations and get your clients to follow through

Does your team struggle completing customer projects on time? Do you have trouble with misunderstandings or holding customers to their commitments? Do these delays jeopardize your projects? Coordinate helps your team clearly align on customer expectations and have better accountability to ensure customers follow through on their commitments.

With Coordinate, you will provide a seamless customer experience

Are you managing customer projects via spreadsheets and email? Does it feel antiquated to your customers? Coordinate makes sure you always look professional, organized, and modern to customers. No more shuffling spreadsheets or re-forwarding emails.

Do you run customer success?

With Coordinate, you will ensure customers achieve their goals

Do your customers fail to achieve their goals with your products? Does this make getting the renewal or expansion harder? Coordinate tracks your customer’s business goals, and keeps them up-to-date as they’re achieved, new ones arise, or priorities change.

With Coordinate, you will increase renewals and expansions

Do you lose track of your customers’ goals and expectations? For whatever reason, do they fail to acknowledge the value you thought your product provided? When you use Coordinate, customers will experience quicker time-to-value and are more likely to achieve their goals, leading to increased renewals and expansions.

With Coordinate, you will build more successful long-term relationships

Do you want to partner more with your customers? Do you want to be more than just a vendor? When you use Coordinate you build stronger customer relationships by reliability achieving both short- and long-term goals.

Do you run implementations, pilots, or onboardings?

With Coordinate, you will hold your customers to their commitments

Do your customers often drop the ball or not follow through? Does this cause your onboardings and implementations to be less effective than they could be? Coordinate keeps track of customer commitments and makes sure that they follow through on their commitments.

With Coordinate, you will streamline implementation and onboarding processes

Are you struggling with bespoke implementation and onboarding processes for each customer? Is each customer a little different? Coordinate organizes all of your customer projects and helps you reuse best practices across your team.

With Coordinate, you will shorten customer time-to-value

Do your implementations and projects drag on? Does limited or delayed customer value jeopardize renewals and expansions? Coordinate speeds up timelines with better alignment and accountability, making sure your customers realize value quicker.

Are you leading customer-facing teams?

With Coordinate, you will have cross-customer visibility into statuses and delays

Do you have an accurate understanding of how your customers are doing? Or, are you relying on inaccurate red/yellow/green dashboards? Coordinate provides an accurate understanding of your customers, not based simply on your internal notes but confirmed by the customer.

With Coordinate, you will efficiently scale your customer-facing teams and customer processes

Does each team member do things differently? Does each customer require a little bespoke TLC? Does your team forget to follow processes? Coordinate makes it quick and easy to follow best practices and scale those effortlessly across your customer-facing team.

With Coordinate, you will have seamless account handoffs from one team to another

Do you lose context of a customer when passing off from one account manager to another? Do you struggle with accounts when there’s personnel turnover at the customer? Coordinate keeps a clear record of where the customer is and where they’re going, along with the history of how they got here.