Who is CoordinateHQ For?
Whether you're a solo management consultant or a multi-agency Real Estate Broker, CoordinateHQ is for you if…
You need a client management solution you can use now
Something simple that anyone can be effective right away — even non-technical, non-project managers
You would like to replace the separate internal and external systems you share with a client
Like your email, Slack, and shared docs
You want a fully branded experience with your client
Style your portal with end to end branding and business content
You need a client portal that you can automate and scale
Things like workflow templates, customizable forms, and automated follow ups
Seth Forbus. / Sr. Project Manager Avsant
We typically have very sophisticated projects and It’s very important for us to be able to both plan ahead, and coordinate client expectations in time, and on budget.
CoordinateHQ has allowed us to blow the competition out of the water by giving us the ability to accurately articulate work progress, timelines, and project requirements to our clients, in ways our competition can’t.
How CoordinateHQ Helps
360 Workflows
Deliver projects on time and with complete confidence
Build both internal and external workspaces for managing client and internal workflows. Sign documents, automate responses, share files, and more.
End to End Automation
Drive alignment with internal/external chat and omnichannel notifications
Create reusable templates for file sharing, form creation, and eSignatures to scale your processes across teams and clients.
Completely Customizable
Standardize your best practices in a seamless way
Create a fully branded experience for clients and a client logic page with 360° visibility to monitor the status of all projects and tasks in a single view.
Coordinate has allowed us to 100% automate our migration projects. Previously we were using Basecamp to manage clients externally, and Monday.com to manage internal workflows. Either platform would allow us to fully automate workflows and see at a glance, the state of all projects. Since switching to CoordinateHQ, I’ve saved at least a week's worth of admin work every month.
Becky Linot. / Implementation Lead at ConvertKit
Why choose CoordinateHQ
Testimonials
Marketing
So far, I'm absolutely blown away.
I'm a ClickUp pro and I hate it. It does a lot, but I have to train my team and my clients cannot understand it at all. It's too much. Coordinate is simple and clean. Clients love it. So far, I'm absolutely blown away.
Rikki H. / Operations
e-commerce
Your software is so good, you have no idea.
We tried a number of other tools. Either shareability or integrations were a problem. Your software is so good, you have no idea.
Leanne J. / Project Manager
Marketing
So far, a game changer for me and my team! I'm absolutely blown away.
Coordinate has simplified and fully automated our project intake process. I am able to process and complete double the amount of projects. It's been a game changer for me and my team! What used to be 100% manual is now 100% automated.
Rikki H. / Operations
Pricing
Client users are always free + unlimited!
Annual Billing
Monthly Billing
Client Portfolio Management
Pro
$65
per internal user per month
Ideal for running a portfolio of client projects
- Unlimited client collaborators
- Unlimited templates
- Unlimited projects
- Custom branding
- Custom domain and email
- Automatic reminders
- Forms
- Content Pages
- eSignatures
- Client login page
- Create project links
- Zapier integrations
- Remove upgrade banner
- Custom fields
- Custom project statuses
- Project roles
- Time tracking
- Priority support
- 100GB file storage
Service Business Management
Enterprise
Ideal for running a portfolio of client projects
- Everything from the Pro plan
- Enterprise API support
- Enterprise White Label - remove all reference to Coordinate from app and email
- MSA & HIPAA Available
- Live onboarding training
- Single Sign-On (SSO)
- API Access (REST, webhooks)
- Dedicated success manager
- Access to managed services
- 1 TB file storage