Coordinate | One place to manage projects with your clients

Hundreds of businesses choose Coordinate to serve and delight more clients

Meet Coordinate

Purpose-built for client work. Here's how.

Client Portal

Collaborate with clients effortlessly and effectively

While you and your team see everything needed to deliver projects successfully from beginning to end, your clients primarily see only the tasks they need to complete, with the option to see the whole plan.

Client Portal screenshots: Client's View vs Vender's View

Project Management

Deliver projects on time and with complete confidence

Replace the separate internal and external systems that you share with clients.

Monitor the status of all your projects and tasks with a single view.

Screenshot of Coordinate's Portfolio Oversight

Screenshot of Coordinate's complete chat capability

Communication

Drive alignment with internal/external chat and omnichannel notifications

Contextualized communication between your team and clients, organized by task along with a general discussion.

Process Automation

Standardize your best practices in a seamless way

Coordinate conforms to your process to help you deliver client projects in a repeatable and consistent manner.

As your best practices evolve, Coordinate evolves with you to make sure you’re always improving.

Screenshot of Coordinate's Reusable Templates

Collaborative Project Management

Complete Chat

Reusable Templates

Fully Branded Client Experience

System of Record

Automated Follow-Up

Client Login Page

Custom Fields

Zero Learning Curve

Read Receipts

Project Timelines

Time Tracking

Cross-Project Visibility

No Client Login Required

Integrations

Pages

File Sharing

Forms

eSignatures

Get details

Key Benefits

Speed

Finish projects faster

Quality

Make clients happier

Volume

Handle more business

Performance

Boost performance and morale

Reassurance

Always know what’s happening

TESTIMONIALS

The most user-friendly portal our clients have ever used! 100% of our clients have responded positively to our onboarding process for Coordinate, with nothing but positive feedback. Everyone agrees – Coordinate is the most user-friendly portal they’ve used.

Seth Forbus
Senior Project Manager, Avsant

Coordinate is the most used application we have. We’re using it to organize ourselves internally as well on a project-by-project basis. Coordinate helps us standardize our approach with customers through the templates that we’ve built, which also has the added bonus of easily onboarding new team members.

We’re also using Coordinate to track our internal metrics and time tracking to report on our performance each month.

Michael Aparicio
Founder and Principal Consultant, Revby

Coordinate keeps us much better organized than Trello. The search is so much more functional, whereas with Trello if I didn’t remember a name, it was a mess. And new hires onboard in 30 seconds instead of 3 weeks because we no longer have to keep so many scenarios in our head.

Before Coordinate, I was also drowning in having to check email 10 times a day to make sure nothing slipped. Now we’re systematized, making it a lot easier to stay on top of everything.

Krissy Owens
Marketing Expert