Coordinate is Purpose‑Built for High‑Value Customer Relationships
Collaborative Project Management With Your Customers
Coordinate is easy to use while still providing deep collaboration throughout the customer journey.
Collaboratively plan milestones and tasks with customers.
Discussion threads enable focused conversations that won't get lost.
Email updates help keep customers accountable.
Customer Goal Tracking
Understand your customers' high-value business goals and collaboratively track progress with customers.
Keep customer goals in focus at all times.
Keep a record of successes andvalue delivered!
Track changes at the customer to make sure you always know their current north star.
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