Streamlined Dashboards

Keep accurate client insights at your fingertips.

Stay on top of your clients and projects with simple dashboards that highlight delays, new activity, and critical information.

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Client summary view

High level view of your clients showing the status of their projects along with any upcoming critical dates.

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Cross-client task management

Quickly see ongoing tasks across all of your clients and projects to prioritize your efforts and ensure you don't lose valueable information.

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Simplify transitions and handoffs

Quickly see project workload and re-assign as needed. The centralized view keeps everyone on the same page.

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Case Studies

Hear what others are saying

Etleap logo
5 min read

How Coordinate helps Etleap align with customers

Coordinate helps Etleap stay aligned with their customers and keep everyone informed on both sides.

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Smarking case study by Coordinate
5 min read

How Smarking empowers their CS team and optimizes for growth

Smarking is hired by organizations like Brookfield Properties, City of Miami, ABM Industry Groups, and many other enterprise industry leaders to turn their parking data into business results.

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FanThreeSixty logo
5 min read

How FanThreeSixty streamlines their client account management

FanThreeSixty’s Client Success Team is dedicated to ensuring their clients are able to maximize their potential by utilizing fan data. Dealing with ongoing high-touch customer relationships with complex seasonal campaigns isn’t easy!

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Coordinate Features

Want to learn more about Coordinate's other features?

Screenshot of shared plans feature

Client-facing task workflows


Goal tracking and success plans


Streamlined cross-client dashboards


Reusable client process templates

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How to get started?

Coordinate doesn’t take months or years to start seeing results. Request a demo to get started today with both new and existing clients!

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