Client task workflows
Coordinate’s client task workflows help you set clear expectations and deadlines for your clients on the tasks you need them to complete. Automated alerts and reminders free up your team to be more strategic.
Client accountability with automated alerts and reminders
Your clients can quickly see what tasks need their attention and when they’re due without the need for a new login. Only share with them what they need to see in a portal branded with your logo and colors.
Your clients can let you know when they’ve completed their tasks, or, if they have a question, can leave questions or comments on a task.
How does it work?
When a client is responsible for tasks on your project, you can assign them to your client.
They can easily respond with questions, attach files, or mark it as completed.
Then, you as an account manager can easily manage these tasks across all of your clients, helping you push forward all of your accounts simultaneously. You can easily see where you should focus your efforts in a responsive and efficient way.
Hear what others are saying
How Coordinate helps Etleap align with customers
Coordinate helps Etleap stay aligned with their customers and keep everyone informed on both sides.Read now
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.Read now
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!Read now