CoordinateHQ Reviews & Product Details

We absolutely love it! Even a few of my clients are looking into it for their businesses. It has made keeping up with each roadmap way easier. Not to mention, it’s super easy for our clients to use. I am looking forward to watching it grow as we continue to use it daily. The customer support is fast and thorough, but with a full gallery of tutorials, you rarely have to reach out. The guides really helped us implement and generate new ideas for our internal business systems. CoordinateHQ easily integrated into what we had already built and has only made our client experience way better. Review collected by and hosted on G2.com.

CoordinateHQ requires a three seat minimum subscription which can be intimitdating for a small business. Review collected by and hosted on G2.com.

Coordinate has revolutionized our project management approach by empowering our clients to actively participate in their projects. Through its intuitive interface, we seamlessly assign tasks to clients, streamlining our workflow and saving valuable time previously spent on follow-up reminders for document submissions. Additionally, Coordinate’s automated reminders to clients ensure task completion, alleviating the necessity for extra administrative support. Thanks to these efficiencies, our boutique-sized tax firm experienced a remarkable 45% increase in tax preparation volume this past tax season. Review collected by and hosted on G2.com.

"We've noticed that some integrations require customization by Rick and his team, which takes time. It would be great to have more built-in options available. For instance, integrating task due dates with Google Calendar would greatly improve our workflow." Review collected by and hosted on G2.com.

The unique approach to client access is what sold us on Coordinate. Clients don't need to manage accounts and logins and connect with us seamlessly. Our clients have embraced our branded portal and are uploading files, participating in discussions and making it so much easier for us to communicate and audit our workflow. Automatic notifications and reminders have saved us a ton of time and reduced missed deliverables. Review collected by and hosted on G2.com.

Nothing. There are a few features that need some beefing up like forms and task prioritization but the support team is super responsive and always adding updates and new features based on customer feedback. Review collected by and hosted on G2.com.

Love the customer service, Even when there is seemingly not a way to change something rick always finds a way to customize the portal so that it works the way i want it to. We are able to create a customer initiation process that is spesific to each client. All my integrations are easy to connect. Coordinate makes it easy to make your userexpierence feel bespoke and personal. At first i was worried about my customers getting lost in the system but now i am confident with a few helpful pointers it will all feel intuitive to them. I am launching my application process at the end of this week and it only took me 3 weeks to throw it together. it would be less but my system is pretty complex. Honestly its a great deal for what is being offered. this is going to really change the way we throw craft fairs, get payments, sell our online classes, and more. Review collected by and hosted on G2.com.

the colors you can choose are in RGB rather than HEX and that is a little annoying. i am used to the HEX codes. There is really not a lot to complain about. Review collected by and hosted on G2.com.

Coordinate's deep integration with Zapier and their white-glove service has been a game change for me. I am able to process and complete double the amount of projects than I could prior to implementing Coordinate with our business.

It's enabled us to fully automate our customer intake process, which was completely manual. It's a major time saver for us!

I also love the customer portal. It's easy for customer's to access their projects and we can easily tell if someone is trying to access who isn't a part of the project. Review collected by and hosted on G2.com.

The reporting is not quite where my team needs it to be, but I know that it's in the works! Review collected by and hosted on G2.com.

Coordinate has provided a tool that even my most non-tech savvy clients have been able to use easily. It creates a simple, yet robust way to share project progress, information, and discussion all in one place with our clients. Then has more features on our side of the tool for ease of organizing all our client projects, reporting, and integrating it with other tools we use in the business. The customer support is unmatched and they are releasing and updating features within the platform on a regular basis. I'm excited to see how Coordinate continues to grow and develop the capabilities within it. Review collected by and hosted on G2.com.

There's nothing specific that I dislike about Coordinate. Whenever I've wondering if something could be done or a feature added, their support team has been extremely responsive and helped me to either be able to do what I needed to do right away or have made note of the feature request and actively work to add those in. Review collected by and hosted on G2.com.

The coordinate team has made a wonderful API that has allowed our team to tap into the software's full potential. Unlike many of their competitors, the API is read and write, allowing our team to push changes back into coordinate. My team has a Tableau instance for visual analytics, and we can use the API to tie in information from coordinate with other software proprietary to our industry. This is a game-changer. I've had the pleasure of speaking with my lead engineer and coordinateHQ's CEO rick on a phone call, and I can see the passion for analytics and integration with the API in the conversations he had with me and my team. I do not doubt coordinate will continue growing in popularity given the principles the company and its founders run on. Rick and his team have also been very responsive to any questions or concerns I've had. Any company can do a good software demo up front, but few companies can back up that support after you subscribe. CoordinateHQ can, and does. They have added a few key features my team requested as an early adopter of the software, and been very responsive to questions or concerns we've had. I've also seen transparency, openess, and great Ethics from Rick and his team. Keep up the good work! Review collected by and hosted on G2.com.

Based on how we use the tool, the SLA for the uptime isn't a deal breaker for us, but for some larger companies that demand a 99% uptime SLA, CoordinateHQ's SLA will not currently be a good fit. The tool is growing quickly, with new features added all the time. I do not doubt that the SLA could increase as the tool grows, but its something corporate clients might not be able to accept. In my previous fortune 25 job, I was only allowed to select software with a 99% uptime SLA, luckily that isn't the case where I work now, and it hasn't been a problem - just something worth noting. Review collected by and hosted on G2.com.

Coordinate really streamlines the communication and workflow for teams. Not only does it push you to define a process within your work, but it allows for step by step accountability for that process. This is just the beginning of what Coordinate has to offer - I also use it as an external tool with clients, allowing them to have access to files and discussions all in one place. Even better, the team at coordinate is amazing and super helpful! Review collected by and hosted on G2.com.

I honestly haven't found a downside to Coordinate - they're continuously updating features and listen to their users. Review collected by and hosted on G2.com.

It's easy to use -- there's no steep learning curve like some other software. They are constantly evolving their product and I can see those changes weekly.

Coordinate makes project management with my customers much more accessible and helps keep projects with multiple, distributed stakeholders, on track. Review collected by and hosted on G2.com.

There's nothing I dislike about Coordinate. For areas that I think could be improved on, I think I have an open channel to share my feedback and they will take an earnest look at helping me solve my current challenge. Review collected by and hosted on G2.com.

As a company that relies heavily on seamless client interaction and efficient project management, we've found Coordinate to be an exceptional platform for both initial setup and ongoing work with our clients. The level of professionalism and brand consistency Coordinate has brought to our business-client interaction is extraordinary. The custom-branded client portals not only gave us a unified brand image but also added an impressive level of professionalism in our client interactions.

One of the aspects we truly love about Coordinate is its collaborative project management feature. Having a centralized source of information has ensured that everyone on our team, including our clients, is on the same page. This has significantly minimized miscommunication, improved project efficiency, and enabled us to focus more on the creative and strategic side of our projects.

We save SO MUCH time thanks to, Coordinate’s reusable project templates. We have an ever expanding set of repeatable processes that we have implemented in Coordinate -- the templates enable us to deploy complex workflows with the push of a button. This has driven a significant increase in our productivity and allowed us to deliver more value to our clients.

We've been incredibly happy with Coordinate! Review collected by and hosted on G2.com.

There isn't anything we dislike -- we're just excited for it to do even more. It's rapidly becoming the operating system for our company. Review collected by and hosted on G2.com.