---
title: Coastline Reviews
meta_title: 'Coastline Reviews 2026: Details, Pricing, & Features | G2'
meta_description: Filter reviews by the users' company size, role or industry to find
  out how Coastline works for a business like yours.
date_modified: '2026-05-29'
parent_category:
  name: ERP
  url: https://www.g2.com/categories/erp
---


# Coastline Reviews
**Vendor:** Coastline CRM  
**Category:** [Professional Services Automation Software](https://www.g2.com/categories/professional-services-automation)
## About Coastline
Coastline is project management software built for service businesses. It brings together pipeline management, estimates, invoices, scheduling, task management, and team communication in one platform, so you can stop juggling disconnected tools. Built-in automations handle routine follow-ups and status updates, keeping projects moving without the manual overhead. From first contact to final invoice, Coastline gives service teams everything they need to close more jobs and deliver better work.






- [View Coastline pricing details and edition comparison](https://www.g2.com/products/coastline/reviews?section=pricing&secure%5Bexpires_at%5D=2026-09-11+05%3A12%3A30+-0500&secure%5Bsession_id%5D=fe9b4ee1-eec3-41f8-9982-f515fa64783a&secure%5Btoken%5D=a76fd39ac800487bab8fed158cc12e650deb04c42db52e323adeb7e4a880df61&format=llm_user)

## Coastline Features
**Customer Management**
- Customer Profiles
- Sales
- Marketing
- Client Portal

**Project Management**
- Project Planning
- Project Tracking
- Resource Definition
- Resource Management
- Resource Allocation & Planning
- Progress Tracking
- Project Time Tracking
- Project Management

**Accounting**
- Revenue Recognition
- Invoice Management
- Payments
- Project Accounting
- Budget Tracking
- Time & Expense Tracking
- Activity Tracking
- Billable Items Tracking
- Document Management
- Multiple Projects

**Portfolio Management**
- Portfolio Definition
- Portfolio Performance
- Risk
- Portfolio Mix

**Analytics**
- Forecasting
- Reporting
- KPIs
- Real-Time Reporting

**Administration**
- Standard Integrations
- Workflow
- Access Management
- Email Management
- Workflow Management
- Task Management
- Portfolio Management
- Calendar Management
- Timesheet Management
- Accounting Integration
- Third-Party Integrations

**Platform**
- APIs
- Internationalization
- Performance and Reliability
- Mobile
- Offline Access

**Generative AI**
- AI Text Generation
- AI Text Summarization
- Proposal Generation
- Generative AI

**Artificial Intelligence - Professional Services Automation**
- Predictive Forecasting
- Smart task suggestions
- Automated workflows

**Agentic AI - Professional Services Automation**
- Adaptive Learning
- Proactive Assistance

**Additional Functionality**
- Activity Dashboard
- Gantt/Timeline View
- Quotes/Estimates
- Collaboration Tools
- Customizable Fields
- CRM
- AI Copilot
- Customizable Reports
- Performance Metrics
- Access Controls/Permissions
- Billing & Invoicing
- Approval Process Control
- Reporting & Statistics
- Project Templates
- Task Scheduling
- Real-Time Data
- Document Storage
- Drag & Drop

## Top Coastline Alternatives
  - [Wrike](https://www.g2.com/products/wrike/reviews) - 4.2/5.0 (4,459 reviews)
  - [Keka](https://www.g2.com/products/keka/reviews) - 4.4/5.0 (2,144 reviews)
  - [BigTime](https://www.g2.com/products/bigtime/reviews) - 4.4/5.0 (1,736 reviews)