Task Workflows

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.

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Client accountability with automated alerts and reminders

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Centralized view

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.

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Automated alerts and reminders

Enable automatic alerts and reminders and let Coordinate do the work to follow up.

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Easy collaboration

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.

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How does it work?

Person assigning a task

Step 1

When a client is responsible for tasks on your project, you can assign them to your client.

People coordinating tasks together

Step 2

Coordinate provides an accurate single source-of-truth on your clients. Individual account managers can easily see where their clients are, what’s behind, and what’s needed. They can also see a clear history of how the account has evolved, confirmed by clients, so that there’s never any confusion.

Person coordinating questions, files and tasks

Step 3

They can easily respond with questions, attach files, or mark it as completed.

People following up with team members

Step 4

If for some reason they don’t complete the task, Coordinate automatically follows up with them and reminds them of their tasks.

People celebrating a successful project launch!

Step 5

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.

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?

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Client-facing task workflows

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Goal tracking and success plans

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Streamlined cross-client dashboards

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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!

Schedule a demo