Task Workflows

Customer task workflows

Coordinate’s customer task workflows help you set clear expectations and deadlines for your customers on the tasks you need them to complete. Automated alerts and reminders free up your team to be more strategic.

Illustration of people coordinating task workflows

Customer accountability with automated alerts and reminders

Person coordinating well

Centralized view

Your customers 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.

Screenshot of customer goal tracking

Automated alerts and reminders

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

People celebrating a successful project launch!

Easy collaboration

Your customers can let you know when they’ve completed their tasks, or, if they have a question, can leave questions or comments on a task.

Schedule a Demo

How does it work?

Person assigning a task

Step 1

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

People coordinating tasks together

Step 2

Coordinate provides an accurate single source-of-truth on your customers. Individual account managers can easily see where their customers are, what’s behind, and what’s needed. They can also see a clear history of how the account has evolved, confirmed by customers, 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 customers, 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.

Read now
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.

Read now
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!

Read now
Coordinate Features

Want to learn more about Coordinate's other features?

Screenshot of shared plans feature

Customer-facing task workflows


Goal tracking and success plans


Streamlined cross-customer dashboards


Reusable customer process templates

Illustration of person

How to get started?

Coordinate doesn’t take months or years to start seeing results. Create an account to get started today with both new and existing customers!

Create an account