Features
Reusable Templates
Scale your processes in a repeatable way across clients and teams.
Reusable Templates
Automatic Reminders
Automatically remind your clients and your teams of tasks that are overdue, upcoming items, or other client communications.
Automatic Reminders
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Create with AI
Use Artificial Intelligence to quickly and easily make custom portals and project plans that are ideal for your clients.
Create with AI
Chat with Project
Using our Chat With Project feature, your team can easily answer any question about your client projects in real time.
Chat with Project
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.
Custom Fields
Time Tracking
Track your team's time on each project, while optionally sharing time reports with your clients.
Time Tracking
Integrations
Integrate Coordinate into the other systems that your team uses, like CRM, Slack, or anything else.
Integrations
Features
Automation, Integration, and AI
Chat with Project
Chat with Project
Using our Chat With Project feature, your team can easily answer any question about your client projects in real time.
Automatic Reminders
Automatic Reminders
Automatically remind your clients and your teams of tasks that are overdue, upcoming items, or other client communications.
Create with AI
Create with AI
Use Artificial Intelligence to quickly and easily make custom portals and project plans that are ideal for your clients.
Time Tracking
Time Tracking
Track your team's time on each project, while optionally sharing time reports with your clients.
Custom Fields
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.
Integrations
Integrations
Integrate Coordinate into the other systems that your team uses, like CRM, Slack, or anything else.
Reusable Templates
Reusable Templates
Scale your processes in a repeatable way across clients and teams.
Collaborative Project Management
Single Source of Client Truth
Seamless Client Communication
Automated Follow-Up
Zero Learning Curve
Client Login Page
Reusable Templates
Portfolio Oversight
Forms
eSignatures
Collaborative Project Management
An all-in-one platform where you and your clients collaboratively track projects, complete tasks, share files, communicate, and more.
Single Source of Client Truth
Replace the separate internal and external systems that you share with clients (e.g., email, Slack, shared docs).
Seamless Client Communication
Simple, task-based (threaded) communication between you and your clients.
Automated Follow-Up
Automated follow-up — in a client-appropriate way — holds clients accountable.
Zero Learning Curve
So simple that anyone can be effective right away — even non-technical, non-project managers.
Client Login Page
Your virtual storefront. Be proud of how you present yourself to clients.
Reusable Templates
Scale your processes in a repeatable way across clients and teams.
Portfolio Oversight
Monitor the status of all your projects and tasks with a single view.
Forms
Simplify data collection from your clients while structuring it for your team.
eSignatures
Easily obtain firm commitments and signatures from your clients.
