CoordinateHQ’s client portal automates ands simplifies your business processes
Something simple that anyone can be effective right away — even non-technical, non-project managers
Like your email, Slack, and shared docs
Style your portal with end to end branding and business content
Things like workflow templates, customizable forms, and automated follow ups
Build both internal and external workspaces for managing client and internal workflows. Sign documents, automate responses, share files, and more.
Create reusable templates for file sharing, form creation, and eSignatures to scale your processes across teams and clients.
Create a fully branded experience for clients and a client logic page with 360° visibility to monitor the status of all projects and tasks in a single view.
I'm a ClickUp pro and I hate it. It does a lot, but I have to train my team and my clients cannot understand it at all. It's too much. Coordinate is simple and clean. Clients love it. So far, I'm absolutely blown away.
We tried a number of other tools. Either shareability or integrations were a problem. Your software is so good, you have no idea.
Coordinate has simplified and fully automated our project intake process. I am able to process and complete double the amount of projects. It's been a game changer for me and my team! What used to be 100% manual is now 100% automated.
Ideal for running a portfolio of client projects
Ideal for running a portfolio of client projects
Ideal for running a portfolio of client projects
Ideal for running a portfolio of client projects
Let’s make your work easier for both your team and your clients. Schedule a Demo here and let’s discuss:
Your Current Client Processes
An Overview of Coordinate
