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.
Customer accountability with automated alerts and reminders
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.
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.
How does it work?
When a customer is responsible for tasks on your project, you can assign them to your customer.
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 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.
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