Run projects efficiently
and make clients happy

CoordinateHQ delivers streamlined project management and universal collaboration through a simple client portal experience. Consolidate tools, drive alignment, and scale with confidence.

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G2 winner for Easiest To Use, Winter 2024G2 winner for Easiest Setup, Winter 2024G2 winner for Easiest To Do Business With, Winter 2024G2 winner for High Performer, Americas, Winter 2024G2 winner for Easiest Admin, Winter 2024G2 winner for High Performer, Winter 2024G2 winner for Users Most Likely To Recommend, Winter 2024G2 winner for Best Support, Winter 2024

Meet CoordinateHQ

Purpose-built for client work. Here's how.

Client Portal

Collaborate with clients effortlessly and effectively

While you and your team see everything needed to deliver projects successfully from beginning to end, your clients primarily see only the tasks they need to complete, with the option to see the whole plan.

Screenshot of the Client Portal showing an External View and an Internal View
Project Management

Deliver projects on time and with complete confidence

Replace the separate internal and external systems that you share with clients.

Monitor the status of all your projects and tasks with a single view.

Screenshot of Coordinate's Portfolio Oversight
Screenshot of Coordinate's complete chat capability
Communication

Drive alignment with internal/external chat and omnichannel notifications

Contextualized communication between your team and clients, organized by task along with a general discussion.

Automation & Integration

Standardize your best practices in a seamless way

CoordinateHQ conforms to your process to help you deliver client projects in a repeatable and consistent manner.

As your best practices evolve, CoordinateHQ evolves with you to make sure you’re always improving.

Screenshot of Coordinate's Reusable Templates
Complete Chat
Reusable Templates
Fully Branded Client Experience
Client Login Page
Zero Learning Curve
No Client Login Required
Pages
File Sharing
Forms
eSignatures
Collaborative Project Management
Communication Inbox
Automatic Reminders
Home Dashboard
Create with AI
System of Record
Chat with Project
Automated Follow-Up
Project Timelines
Custom Fields
Read Receipts
Time Tracking
Cross-Project Visibility
Integrations

Key Benefits

Speed
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Finish projects faster

Quality
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Make clients happier

Volume
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Handle more business

Performance
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Boost performance and morale

Reassurance
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Always know what’s happening

Prefer to learn Coordinate on your own?

06:38

It will only take 7 minutes!

 

Try it for free for up to 5 client projects

Deliver a more perfect client experience.