Features

Reusable Templates

Reusable Templates

Scale your processes in a repeatable way across clients and teams.
 
Reusable Templates
Custom Fields

Custom Fields

Add custom fields to projects to keep track of additional data, like revenue, next steps, or anything else you need to run your business.
 
Custom Fields
Time Tracking

Time Tracking

Track your team's time on each project, while optionally sharing time reports with your clients.
 
Time Tracking
Integrations

Integrations

Integrate Coordinate into the other systems that your team uses, like CRM, Slack, or anything else.
 
Integrations
Time Tracking
Screenshot of Coordinate's Portfolio Oversight
Time Tracking
enlarge icon

Time Tracking

Track your team's time on each project, while optionally sharing time reports with your clients.
 
Custom Fields
Screenshot of Coordinate's Portfolio Oversight
Custom Fields
enlarge icon

Custom Fields

Add custom fields to projects to keep track of additional data, like revenue, next steps, or anything else you need to run your business.
 
Integrations
Screenshot of Coordinate's Portfolio Oversight
Screenshot of Coordinate collaborative project management

Collaborative Project Management

An all-in-one platform where you and your clients collaboratively track projects, complete tasks, share files, communicate, and more.
Screenshot of Coordinate's Single Source of Truth

Single Source of Client Truth

Replace the separate internal and external systems that you share with clients (e.g., email, Slack, shared docs).
Screenshot of Coordinate's Seamless Client Communication

Seamless Client Communication

Simple, task-based (threaded) communication between you and your clients.
Screenshot of Coordinate's Automated Follow-Up

Automated Follow-Up

Automated follow-up — in a client-appropriate way — holds clients accountable.
Screenshot of Coordinate's Zero Learning Curve

Zero Learning Curve

So simple that anyone can be effective right away — even non-technical, non-project managers.
Screenshot of Coordinate's Client Portal Login Page

Client Login Page

Your virtual storefront. Be proud of how you present yourself to clients.
Screenshot of Coordinate's Reusable Templates

Reusable Templates

Scale your processes in a repeatable way across clients and teams.
Screenshot of Coordinate's Portfolio Oversight

Portfolio Oversight

Monitor the status of all your projects and tasks with a single view.
Screenshot of Coordinate's Forms feature

Forms

Simplify data collection from your clients while structuring it for your team.
Screenshot of Coordinate's eSignatures feature

eSignatures

Easily obtain firm commitments and signatures from your clients.