Coordinate | One place to manage projects with your clients

The challenge you face

Client projects require collaborators to take action at different times, with different levels of visibility and accountability.

Spreadsheets and email are manual, disjointed, and unscalable.
Generic project management solutions like Asana, Basecamp, and Trello aren’t fit for purpose.

Your clients didn’t hire you to learn your project management software. They hired you to deliver on what you promised.

Often, the result is a poor client experience, impaired team morale, and lost business.

The challenge you face

Client projects require collaborators to take action at different times, with different levels of visibility and accountability.

Spreadsheets and email are manual, disjointed, and unscalable.
Generic project management solutions like Asana, Basecamp, and Trello aren’t fit for purpose.

Your clients didn’t hire you to learn your project management software. They hired you to deliver on what you promised.

Often, the result is a poor client experience, impaired team morale, and lost business.

Meet Coordinate

Coordinate is purpose-built for running client projects. Here's how.

Client Portal

A simple way for you and your clients to collaborate on projects.

While you and your team see everything needed to deliver projects successfully from beginning to end...

Screenshot of Coordinate client portal team view

...your clients primarily see only the tasks they need to complete, with the option to see the whole plan.

Screenshot of Coordinate client portal client view

Client Workflow

Standardize your best practices in a seamless way.

Coordinate conforms to your unique workflows to 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.

Client Workflow

Standardize your best practices in a seamless way.

Coordinate conforms to your unique workflows to 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.

Client Scale

Enable your entire team to deliver client projects on time and at scale.

Operationalize every team member's day-to-day activities so they can tackle more projects successfully.

Screenshot of Coordinate client scale portfolio view

Oversight across your client portfolio ensures every project is delivered on time and meets your quality standards.

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

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