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