Coordinate is Purpose-Built for Real Customer Relationships
Collaborative Customer Portals
Coordinate is easy to use while still providing deep collaboration throughout the customer journey.
No login required for your customer stakeholders when accessing their Goals and Plans.
Discussion threads enable focused conversations in a familiar interface.
Customer stakeholders get notifications and plan updates via email so they don’t have another tool to log into.
Review and Approval Workflows
Capture feedback and request confirmation from customer stakeholders or internal colleagues to ensure that the path to success is attainable, accurate, and agreed upon by all parties involved.
Keep a recorded history of customer sign-off on goals and project plans.
Align all stakeholders both at your org and your customers on what matters most.
Lightweight workflows that do not require your customers to sign up.
Customer Goal Tracking
Understand your customers' high-value business goals and use Coordinate to collaboratively track them with your customers.
Keep Goals in focus at all times so everyone is on the same page from buyers to project teams.
Keep a record of successes with your customers and collect their feedback on the value delivered!
Your customers always have a Goal, make sure you know what it is!
Effective onboarding is critical in reducing customer time-to-value. With Coordinate’s collaborative Onboarding Checklists, we help you stay on track and build a repeatable process.
Create and share onboarding task checklists with the customer through Coordinate’s Customer Portal
Maintain alignment and track progress in a collaborative view with your customers
Ensure a smooth transition between teams once Onboarding is complete and stay focused on Customer Success