Prevent Churn Early.
Avoid Damage Control Later.

Your ability to prevent churn hinges on whether or not your customer realizes value with your product. With Coordinate, you can:

checkmarks

Align with your customers to make sure you deliver what they expect.

checkmarks

Confirm and re-align with customer stakeholders over time as their needs change

checkmarks

Celebrate together with customers when their goals are achieved

Successful Onboarding Creates Customers For Life.

Onboarding often suffers from delays, misalignment, poor communication, or waning customer engagement. With Coordinate, you can:

checkmarks

Maintain alignment with customers through our collaborative customer portal. Set clear expectations, communicate better, and align on customer commitments.

checkmarks

Keep track of progress and hold both teams accountable with collaborative workflows, better communication, and onboarding checklists.

checkmarks

Stay focused on your customers’ goals to ensure that you always hit the mark.

Try it for free!

Seamless Handoffs Prevent Complications Due To Personnel Changes.

When customers are passed from one team to another, it's often jarring and introduces problems. It's even worse when your customer is passing you off. With Coordinate, you can:

checkmarks

Provide a consistent home base for your customers while transitioning from one team to the next.

checkmarks

Keep context for your teams so nothing gets lost or stale

checkmarks

Never let your understanding of the customer’s progress get lost or stale

Try it for free!

Accurate Account Management 
Helps Avoid Unnecessary Churn.

An inaccurate understanding of your customers leads to unexpected churn and missed expansion opportunities. With Coordinate, you can:

checkmarks

Centralized view across your customers, accurately highlighting where they are in their customer journey

checkmarks

Have confidence that the information you are reviewing is up-to-date and customer-vetted

checkmarks

Easily identify customers that are falling behind and those that have derived value from your products

Your Customers' Priorities Change. Are You Able To Adapt?

Customers’ teams, priorities, and timelines change. It’s important that you're able to adjust and adapt so you don’t miss the mark. With Coordinate, you can:

checkmarks

Collaborate with your customers
on their goals and timelines

checkmarks

Get confirmation that your plans are aligned with your customers

checkmarks

Keep context through personnel changes
and shifting priorities

Try it for free!

You've Made Some Customers Successful, But Can You Scale?

Bespoke customer onboarding and account plans lead to mismanaged customers, missed expansion opportunities, and lower customer satisfaction. With Coordinate, you can:

checkmarks

Build templates to match your customer processes, such as onboarding checklists, renewal workflows, and packaged services projects.

checkmarks

Mix and match to build the right Success Plan for each customer from standardized building blocks

checkmarks

Keep customer Success Plans in one place so everyone can keep track

Try it for free!
Illustration of person

Get started in minutes!
No more spreadsheets with
customers.

Create a FREE Account
Schedule a demo