Features
![Reusable Templates](https://cdn.prod.website-files.com/639cc566c4094168e9defe02/64231064845a5fbbed359b9f_reusable-templates.png)
Reusable Templates
Scale your processes in a repeatable way across clients and teams.
![](https://cdn.prod.website-files.com/639cc566c4094168e9defe02/642310565a68415445c14637_tab7.png)
Reusable Templates
![Automatic Reminders](https://cdn.prod.website-files.com/639cc566c4094168e9defe02/64230d3381250c56493d181a_follow-up.png)
Automatic Reminders
Automatically remind your clients and your teams of tasks that are overdue, upcoming items, or other client communications.
![](https://cdn.prod.website-files.com/639cc566c4094168e9defe02/642310df05503cbd42ac15ac_tab10.png)
Automatic Reminders
![Create with AI](https://cdn.prod.website-files.com/639cc566c4094168e9defe02/673254706980502b7b9e5901_Group%20239%20(1).png)
Create with AI
Use Artificial Intelligence to quickly and easily make custom portals and project plans that are ideal for your clients.
![](https://cdn.prod.website-files.com/639cc566c4094168e9defe02/64230dd98abf232740bbc3f4_tab5.png)
Create with AI
![Chat with Project](https://cdn.prod.website-files.com/639cc566c4094168e9defe02/67325d8a5a1a29704629a106_Group%20239.png)
Chat with Project
Using our Chat With Project feature, your team can easily answer any question about your client projects in real time.
![](https://cdn.prod.website-files.com/639cc566c4094168e9defe02/64305230a6a48097789bb98c_Read-Receipts.png)
Chat with Project
![Custom Fields](https://cdn.prod.website-files.com/639cc566c4094168e9defe02/64305b3d2ca347709993d032_Custom-Fields.png)
Custom Fields
Add custom fields to projects to keep track of additional data, like revenue, next steps, or anything else you need to run your business.
![](https://cdn.prod.website-files.com/639cc566c4094168e9defe02/643052118b600c3bb23c1356_Custom-Fields.png)
Custom Fields
![Time Tracking](https://cdn.prod.website-files.com/639cc566c4094168e9defe02/64305b318d4e76e4941455a1_Time-Tracking.png)
Time Tracking
Track your team's time on each project, while optionally sharing time reports with your clients.
![](https://cdn.prod.website-files.com/639cc566c4094168e9defe02/64305209ca8aeb34812235cb_Time-Tracking.png)
Time Tracking
![Integrations](https://cdn.prod.website-files.com/639cc566c4094168e9defe02/64305b46bb634032939294b8_APIs-and-Integrations.png)
Integrations
Integrate Coordinate into the other systems that your team uses, like CRM, Slack, or anything else.
![](https://cdn.prod.website-files.com/639cc566c4094168e9defe02/6430521a4ee6bc4c431d8559_APIs-and-Integrations.png)
Integrations
Features
Automation, Integration, and AI
![](https://cdn.prod.website-files.com/639cc566c4094168e9defe02/64305230a6a48097789bb98c_Read-Receipts.png)
Chat with Project
![Screenshot of Coordinate's Portfolio Oversight](https://cdn.prod.website-files.com/639cbe2ae16424db11366965/639cbe2ae164247ad73669ea_icon-chevron.png)
![](https://cdn.prod.website-files.com/639cc566c4094168e9defe02/642310df05503cbd42ac15ac_tab10.png)
Automatic Reminders
![Screenshot of Coordinate's Portfolio Oversight](https://cdn.prod.website-files.com/639cbe2ae16424db11366965/639cbe2ae164247ad73669ea_icon-chevron.png)
![](https://cdn.prod.website-files.com/639cc566c4094168e9defe02/64230dd98abf232740bbc3f4_tab5.png)
Create with AI
![Screenshot of Coordinate's Portfolio Oversight](https://cdn.prod.website-files.com/639cbe2ae16424db11366965/639cbe2ae164247ad73669ea_icon-chevron.png)
![](https://cdn.prod.website-files.com/639cc566c4094168e9defe02/64305209ca8aeb34812235cb_Time-Tracking.png)
Time Tracking
![Screenshot of Coordinate's Portfolio Oversight](https://cdn.prod.website-files.com/639cbe2ae16424db11366965/639cbe2ae164247ad73669ea_icon-chevron.png)
![](https://cdn.prod.website-files.com/639cc566c4094168e9defe02/643052118b600c3bb23c1356_Custom-Fields.png)
Custom Fields
![Screenshot of Coordinate's Portfolio Oversight](https://cdn.prod.website-files.com/639cbe2ae16424db11366965/639cbe2ae164247ad73669ea_icon-chevron.png)
![](https://cdn.prod.website-files.com/639cc566c4094168e9defe02/6430521a4ee6bc4c431d8559_APIs-and-Integrations.png)
Integrations
![Screenshot of Coordinate's Portfolio Oversight](https://cdn.prod.website-files.com/639cbe2ae16424db11366965/639cbe2ae164247ad73669ea_icon-chevron.png)
![Screenshot of Coordinate collaborative project management](https://cdn.prod.website-files.com/639cbe2ae16424db11366965/63daaea0bfcb49849daf4e08_CPM%203x.png)
Collaborative Project Management
An all-in-one platform where you and your clients collaboratively track projects, complete tasks, share files, communicate, and more.
![Screenshot of Coordinate's Single Source of Truth](https://cdn.prod.website-files.com/639cbe2ae16424db11366965/63daaea0bfcb49b2cfaf4e03_signle-source.png)
Single Source of Client Truth
Replace the separate internal and external systems that you share with clients (e.g., email, Slack, shared docs).
![Screenshot of Coordinate's Seamless Client Communication](https://cdn.prod.website-files.com/639cbe2ae16424db11366965/63daaea0bfcb498552af4e17_seamless.png)
Seamless Client Communication
Simple, task-based (threaded) communication between you and your clients.
![Screenshot of Coordinate's Automated Follow-Up](https://cdn.prod.website-files.com/639cbe2ae16424db11366965/63daaea0bfcb49505daf4dfe_follow-up.png)
Automated Follow-Up
Automated follow-up — in a client-appropriate way — holds clients accountable.
![Screenshot of Coordinate's Zero Learning Curve](https://cdn.prod.website-files.com/639cbe2ae16424db11366965/63daaea0bfcb4980d3af4e12_zero-learning.png)
Zero Learning Curve
So simple that anyone can be effective right away — even non-technical, non-project managers.
![Screenshot of Coordinate's Client Portal Login Page](https://cdn.prod.website-files.com/639cbe2ae16424db11366965/63daaea0bfcb4954baaf4e21_client-portal.png)
Client Login Page
Your virtual storefront. Be proud of how you present yourself to clients.
![Screenshot of Coordinate's Reusable Templates](https://cdn.prod.website-files.com/639cbe2ae16424db11366965/63daaea0bfcb4923baaf4e1c_reusable-templates.png)
Reusable Templates
Scale your processes in a repeatable way across clients and teams.
![Screenshot of Coordinate's Portfolio Oversight](https://cdn.prod.website-files.com/639cbe2ae16424db11366965/63daaea0bfcb497136af4e0d_portfolio-oversight.png)
Portfolio Oversight
Monitor the status of all your projects and tasks with a single view.
![Screenshot of Coordinate's Forms feature](https://cdn.prod.website-files.com/639cbe2ae16424db11366965/63ed84c889abde51e1909d8d_Forms.png)
Forms
Simplify data collection from your clients while structuring it for your team.
![Screenshot of Coordinate's eSignatures feature](https://cdn.prod.website-files.com/639cbe2ae16424db11366965/63ed84b6d0d1bac142b636fd_eSignatures.png)
eSignatures
Easily obtain firm commitments and signatures from your clients.