Features
Complete Chat
Simple communication between your team and clients, organized by task along with a general discussion.
Complete Chat
Automated Follow-Up
Automated follow-up — in a client-appropriate way — holds clients accountable.
Automated Follow-Up
Read Receipts
View read receipts on all emails sent by Coordinate, in order to track whether or not your clients are getting your emails or just ghosting you.
Read Receipts
Features
Communication
Read Receipts
Read Receipts
View read receipts on all emails sent by Coordinate, in order to track whether or not your clients are getting your emails or just ghosting you.
Automated Follow-Up
Automated Follow-Up
Automated follow-up — in a client-appropriate way — holds clients accountable.
Complete Chat
Complete Chat
Simple communication between your team and clients, organized by task along with a general discussion.
Collaborative Project Management
Single Source of Client Truth
Seamless Client Communication
Automated Follow-Up
Zero Learning Curve
Client Login Page
Reusable Templates
Portfolio Oversight
Forms
eSignatures
Collaborative Project Management
An all-in-one platform where you and your clients collaboratively track projects, complete tasks, share files, communicate, and more.
Single Source of Client Truth
Replace the separate internal and external systems that you share with clients (e.g., email, Slack, shared docs).
Seamless Client Communication
Simple, task-based (threaded) communication between you and your clients.
Automated Follow-Up
Automated follow-up — in a client-appropriate way — holds clients accountable.
Zero Learning Curve
So simple that anyone can be effective right away — even non-technical, non-project managers.
Client Login Page
Your virtual storefront. Be proud of how you present yourself to clients.
Reusable Templates
Scale your processes in a repeatable way across clients and teams.
Portfolio Oversight
Monitor the status of all your projects and tasks with a single view.
Forms
Simplify data collection from your clients while structuring it for your team.
eSignatures
Easily obtain firm commitments and signatures from your clients.
