Here's how switching works

No matter what your current process and system, we've see it before. In fact, we already know you've likely tried multiple systems and scouted more than a dozen. Almost all of our customers come to us seeking asylum from software that simply wasn't designed for client project management; or if it was, designed poorly.

The point is, we already understand a lot about your current process, which is why we're confident we can help you make the switch in three separate calls.

Your process automated with reusable templates and role-based tasks

First Call - Understanding your process

We'll dive into your current process, projects, team structure, and all the integrations you may need.

Second Call- Setting up your process in Coordinate

We'll create your process in Coordinate while reasoning about it from first principles. Coordinate neither offers nor requires endless customization or third-party add-ons. It works out of the box, which gives us the opportunity to optimize your process and avoid reproducing inefficiencies caused by your current system.

‍ Third Call - Training your team and deploying to a live client

We'll invite your team to Coordinate to train them on your new process, and we'll roll out a live project to a new or existing client.