5 Best CoordinateHQ Alternatives and Competitors in 2025

CoordinateHQ has a few good things going for it, but the basics can be a real pain. It’s missing simple yet major features like service listings, invoicing, and lead tracking. Again, time tracking is only available in the expensive plans.

Plus, the pricing isn’t clear, which makes it harder to grow. So, here are better CoordinateHQ alternatives that offer full brand control, built-in billing, time tracking, and a smoother client experience.

Quick List of Alternatives to CoordinateHQ

• Agency Handy: Best for agencies with a branded client portal, built-in CRM, invoicing, time tracking, and task automation.
• Bonsai: Perfect for small teams who need tracking, invoicing, and time logging in one workspace.
• SuiteDash: Ideal for agencies focused on deep white-label control and automated client onboarding workflows.
• Clinked: Best for security-conscious businesses that need branded client portals with strong file control and permissions.
• Queue: Good for agencies that sell retainers or offer ongoing creative services with credit tracking and feedback tools.

Reasons to Consider CoordinateHQ Competitors

CoordinateHQ handles basic tasks, but its limits can slow you down every day. So, here are some common frustrations to look for alternatives:

Limited Task Management Capabilities

Your project management needs extend beyond a simple list view. Without a Kanban board and integrated forms, every new client request becomes a manual task creation process. Plus, you can’t visually track the progress of the client’s project, which leads to missed details.

Paying Extra for Essential

It’s frustrating when essential tools cost more. For example, you need the $65 Pro plan just to track time. It means you can’t monitor billable hours or project efficiency without a steep monthly fee. 

No Integrated Invoicing or Payments

There are no built-in financial tools here. You can’t create invoices, accept payments, or handle client subscriptions. So you end up wasting time working on separate apps for billing. 

Limited Branding

A professional, white-labeled portal is only available on a pricey Enterprise plan. And you have to contact sales just to get a quote. Your clients log into a generic interface, not your branded space.

Comparison Table of The Top Alternatives to CoordinateHQ

The following table summarizes how the leading alternatives stack up against CoordinateHQ.

Top 5 CoordinateHQ Alternatives for Managing Clients and Projects

We reviewed dozens of tools to find the best CoordinateHQ alternatives for growing agencies. During our review, we spent time using each tool and gathered reviews from other users.

Thus, we’ve listed the five alternatives that stand out as they bring your client portal, projects, and billing together in one system. 

1. Agency Handy

Agency Handy is the best alternative to CoordinateHQ if you’ve ever felt restricted by limited customization or client visibility. It allows you to set your logo, your colors, and your domain over your workspace. So, every email, proposal, and invoice looks like it came straight from your agency. 

You also get serious power behind the scenes. In Agency Handy, you can break down orders into tasks, assign team members, and track in real time through Kanban boards. 

Plus, the built-in time tracking keeps every billable hour logged and visible. Since tasks, invoices, and files stay tied to each client, you don’t lose context or waste time switching tabs.

Collaboration feels natural. Your clients can review designs, comment directly on files, approve updates, or open support tickets from one place. Meanwhile, the subscription billing and automated reminders take care of routine admin.

What makes Agency Handy truly stand out is how everything connects. Your CRM, analytics, and billing share one database. You get cleaner workflows, faster insights, and fewer tools to manage.

Key Features of Agency Handy

To show you how everything connects, here are the key features of Agency Handy. 

White-Label Client Portal

Agency Handy’s white-labeling helps you present a fully branded portal with logo, colors, custom domain, and a tailored sign-in page. Emails, invoices, and proposals carry your identity end-to-end. Also, you can rename sidebar items (e.g., “Orders” → “Projects”) and show or hide modules per role or user for a cleaner, relevant interface. 

CRM and Lead-to-Client Pipeline

It provides a clear path from Lead to Client with statuses like New, Contacted, Qualified, Working, Proposal Sent, Negotiation, and Client. Then, you can access key details, such as contact information, company, source, lead value, last interaction, and assign agents. 

Once converted, the client profile centralizes orders, tickets, invoices, files, notes, and activity. Search and filters keep everything quick to retrieve, while categories give you context for billing and service models.

Service Catalog

With Agency Handy, you can list multiple packages per service, offer optional trials, and create public or embeddable lists. Plus, you can group related services to reduce browsing time, and use coupons with limits, duration, first-purchase rules, and targeting by service or client. 

Forms: Intake and Order Workflows

It offers flexible intake and order forms to collect goals, deadlines, budgets, and selectable add-ons, so scoping is accurate from day one. Orders auto-create client profiles with Intake and Order Details tabs for clean organization. 

In addition, you can break long forms into sections or pages to improve completion quality. 

Orders and Task Management

With orders, you turn purchases into delivery plans by auto-creating orders and breaking work into tasks with priorities, owners, and deadlines. Kanban gives quick visual progress, whereas list views keep details tidy. Teams can assign, re-assign, and track status in real time. 

Collaboration and File Feedback

Agency Handy’s collaboration tools help your clients and teams work in one place. It includes shared task lists, comments, approvals, and versioned file feedback. Also, it allows you to upload images, PDFs, videos, and annotate with highlights or notes. 

Ticketing and Client Support

It provides a built-in ticket desk where clients raise requests from their dashboard. Per ticket, you can set owners, priorities, and deadlines, and track a full history of updates. On top of that, clients can attach files to ticket submissions and add images to tickets, comments, and task descriptions. 

Time Tracking and Timesheets

With the timer, you can start, pause, resume, and stop as work happens and then add notes for context. It also supports manual entries for bulk or catch-up logging. Moreover, timesheets let you filter by member, task, or service to see trends and timelines. 

To protect data integrity, time entries are editable only while tasks are “Pending”; once “Done,” logs are view-only. 

Billing, Invoicing, and Subscriptions

With Agency Handy, you can handle billing from one place. In fact, invoices are created automatically when an order is placed, or you can generate them manually if you prefer. Besides, you can connect Stripe, PayPal, Wise, manual banking, or even crypto wallets for easy client payments. 

Automated reminders handle follow-ups on unpaid invoices or renewals so you don’t have to.

Roles, Permissions and Secure Access

Not everyone on your team needs access to everything, and this feature gives you that control. You can assign roles, like Super Admin, Admin, Manager, or Assignee and decide exactly what each can view or edit, from Orders and Invoices to Files. 

You can even customize sidebars for specific users to keep interfaces clean and relevant. 

Reporting and Analytics

From your main dashboard, you can instantly see revenue, total orders, client activity, and open tickets. These insights help you identify what’s working and where things are slowing down.

Additional Features 

A few more tools to add more flexibility —

• Appearance Controls
• Custom Domain
• Sign-In Portal
• Email Setup
• Email Templates
• Data Export (Orders)
• Client Requested Tasks
• Portfolio
• Embed
• Tax Configuration

Best Use Cases of Agency Handy

Here’s how different professionals and industries can use Agency Handy effectively —

• Digital Agencies: Track project progress, share deliverables, and collect client feedback in one portal. Automated invoicing and time tracking make project management faster.
• Design Studios: Share mockups, get annotated client feedback, and manage version updates effortlessly. The client portal centralizes approvals and reduces email clutter during design revisions.
• Web Development Firms: Plan sprints, assign tasks, and handle client support tickets in one workspace. Clients can view progress in real-time and submit requests without switching platforms.
• Content and Copywriting Teams: Organize content calendars, assign writing tasks, and collect client approvals on drafts. The system keeps all files, comments, and revisions neatly linked to each project.
• Creative and Branding Agencies: Build proposals, manage design and copy tasks, and oversee brand assets within a white-labeled workspace.

Pros of Using Agency Handy

• Combines project management and client portal in one place.
• Eases task creation, tracking, and deadline management.
• Centralizes communication between clients, teams, and managers.
• Simplifies billing with automated invoices and payment options.
• Enables real-time client feedback on files and designs.
• Increases accountability with built-in time tracking and logs.
• Supports flexible collaboration with roles and permissions control.

Agency Handy Pricing

Whether you’re a solo creator or managing a team, Agency Handy has a plan designed to fit your workflow.

1. Freelancer: $19/month billed monthly or $13/month billed annually 
2. Team Starter: $99/month billed monthly or $66/month billed annually
3. Business Pro: $199/month billed monthly or $133/month billed annually 

It also offers a 7-day free trial. And after that, you can enjoy 4 months free on yearly billing.

What Users Say About Agency Handy?

Reviews on G2: 4.9 out of 5

“Handy is a fantastic client portal tool for agencies due to its user-friendly interface, making it easy for clients to access and navigate through the platform.” – Andrew J.

Reviews on Product Hunt: 5 out of 5

“Awesome management tool. Saves a lot of time and effort.” – Brett Brown

Reviews on AppSumo: 4.4 out of 5

“Its the perfect client portal to let you onboard clients, let them track projects, send emails or forms, and even sell products.” – tyler851

Why Should You Choose Agency Handy as a CoordinateHQ Alternative?

CoordinateHQ limits how far your agency can scale. Agency Handy gives you a complete project management and client collaboration system. Let’s see how —

2. Bonsai

If you’re looking for a CoordinateHQ alternative that actually helps you manage clients, projects, and billing in one place, Bonsai is worth checking out. You get a built-in CRM that stores leads, contracts, and project info in one clean workspace. 

Plus, the client portal gives your customers direct access to updates, invoices, and shared files. With task tracking, time logs, and automated invoicing, Bonsai helps you handle daily operations without the chaos.

Clinked

Key Features of Bonsai

Bonsai brings together client management, project tracking, and financial tools in one unified system.

• Client Portal: Provide clients with a secure, branded space to access updates, invoices, contracts, and messages anytime.
• Project Management: Manage budgets, timelines, files, and tasks from a single dashboard to ensure smooth project delivery.
• Task Management: Assign, track, and prioritize tasks with clear deadlines and dependencies for better team productivity.
• Time Tracking: Track billable and non-billable hours using in-app timers and sync them directly with your invoices.
• Invoicing and Payments: Generate branded invoices, accept payments in over 100 currencies, and automate recurring billing for retainers.
• Custom Forms: Build customized intake or feedback forms to collect client data and sync it directly to your CRM.

Pros of Bonsai

• Offers a branded client portal for seamless collaboration.
• Simplifies task tracking with clear deadlines and workflows.
• Integrates CRM, invoicing, and time tracking effortlessly.
• Supports automated workflows to save time on admin tasks.
• Provides multiple project views, Kanban, list, and Gantt.

Cons of Bonsai

• Limited customization for enterprise-level needs.
• Advanced automation requires setup time.

Pricing of Bonsai

Bonsai keeps pricing simple with straightforward, per-user pricing.

1. Basic: $15/user/month (billed monthly)
2. Essentials: $25/user/month (billed monthly) 
3. Premium: $39/user/month (billed monthly) 
4. Elite: $59/user/month (billed monthly) 

You get a 7-day free trial and if you pay yearly, you’ll get up to 4 months free.

What Users Say About Bonsai?

Reviews on Trustpilot: 4.1 out of 5

“From the very first moment, it’s clear that the team truly cares about the user experience the interface is clean, intuitive, and at the same time powerful and professional.” – Antony

Is Bonsai Better Than CoordinateHQ?

Yes, Bonsai is better if you want an all-in-one system that combines project management with a client portal. Its built-in CRM, invoicing, and time tracking work together. CoordinateHQ, however, suits smaller teams that only need basic task tracking without client or billing workflows.

3. SuiteDash

SuiteDash is a solid alternative to CoordinateHQ if you’re after more control over how clients experience your brand. It brings CRM, project tracking, and billing together in one fully white-labeled platform.

Also, its client portals, automated onboarding, and proposal-to-invoice flow make running projects smoother and more predictable. You can track work, collect payments, and stay in sync with clients without switching tools. 

Compared to Bonsai, SuiteDash gives you more branding and automation flexibility. In the meantime, Bonsai feels milder for smaller teams managing simpler workflows.

Key Features of SuiteDash

Here are its features that help you manage smarter —

• White-Label Client Portal: Create a secure, branded portal where clients can view updates, share files, and communicate.
• Branding and Custom URL: Customize your domain, login pages, and emails to reflect your brand to offer a professional experience.
• Project and Task Management: Organize work with Kanban boards, lists, and automations to keep tasks visible, prioritized, and moving forward efficiently.
• Forms and Kickoff Forms: Create branded forms for client intake or feedback that trigger workflows and task assignments instantly upon submission.
• Billing, Subscriptions and Payments: Manage one-time or recurring payments, automate invoices, and sync time tracking directly into billable items.
• File Exchange: Enable encrypted, permission-based file sharing for clients and staff to remove version confusion and email attachments.
• Support Tickets and Inboxes: Handle client issues through a structured ticketing system with tagging, priority levels, and private team collaboration.

Pros of SuiteDash

• Simple interface that’s easy to customize and scale.
• Supports multiple project views for flexible planning.
• Improves visibility with real-time progress updates.
• Simplifies workflows through automation and integrations.
• Offers solid client visibility via shared boards.

Cons of SuiteDash

• Lacks a true built-in client portal experience.
• Can feel overwhelming with too many customization options.

Pricing of SuiteDash

Every plan of SuiteDash scales with your business, and you can start with a 14-day free trial.

1. Start: $19/month (billed monthly)
2. Thrive: $49/month (billed monthly)
3. Pinnacle: $99/month (billed monthly)

What Users Say About SuiteDash?

Reviews on Capterra: 4.9 out of 5

“Its customization options allow me to tailor the experience for my clients, ensuring professionalism and efficiency throughout the tax preparation process.” – Bianca D.

Is SuiteDash Better Than CoordinateHQ?

Yes, SuiteDash is better if you want complete brand control. Its white-label client portal lets you customize domains, emails, and interfaces so clients see your brand. CoordinateHQ, on the other hand, fits smaller teams needing only basic task tracking without heavy customization.

4. Clinked

Clinked is a solid pick if you’re looking for a smoother, more unified client portal than CoordinateHQ. And that’s because it brings your projects, files, and client communication into one place.

What really sets it apart is how fully you can brand the experience. You can make the portal look and feel like your own. Plus, tools like version control and in-file comments keep feedback clear and everyone working on the same page.

While generally solid, some users note that advanced layout controls could be more flexible. As Naama A. on G2 points out, “Search could be a bit smarter when you are looking for something older.”

Key Features of Clinked

Clinked provides a comprehensive suite of tools, such as —

• Branded Client Portal: Create a secure, white-label hub for clients to access files, tasks, and project updates under your company’s branding.
• White-Label Customization: Apply your logo, colors, and terminology across the portal and mobile apps for a brand experience.
• Custom Domain and Email: Host the portal on your own web domain with SSL for a professional and credible client-facing platform.
• Tasks and Project Management: Manage projects, assign tasks, and track progress using Kanban boards and integrated group calendars.
• Access Control and Permissions: Control client and team access to specific workspaces and files with granular permission settings.
• Collaboration Tools: Annotate documents and use threaded comments with @mentions to keep feedback organized and actionable.

Pros of Clinked

• Offers a fully branded and professional client experience.
• Enables straightforward task and project tracking.
• Simplifies collaboration with internal and external teams.
• Removes messy email chains by organizing feedback.
• Features flexible permissions for secure file sharing.

Cons of Clinked

• Search function lacks power for finding older files.
• Pricey for small to medium sized businesses.

Pricing of Clinked

Clinked offers flexible plans designed for teams of all sizes.

1. Lite: $119/month (billed monthly)
2. Standard: $299/month (billed monthly)
3. Premium: $599/month (billed monthly)
4. Enterprise: Custom pricing 

It allows you to try any plan free, or save 20% with yearly and 35% with two-yearly billing.

What Users Say About Clinked?

Reviews on Capterra: 4.9 out of 5

“It provides all the essential features we need for secure file sharing, project management, and communication.” – Sandra R.

Is Clinked Better Than CoordinateHQ?

Yes, Clinked is better if you want a fully branded client experience. Its white-label client portal lets you customize everything, from logos to domains. CoordinateHQ, meanwhile, suits smaller teams that only need basic internal collaboration tools.

5. Queue

If your agency bills by the hour, Queue is a strong alternative to CoordinateHQ. It gives you a fully branded client portal that also handles your invoicing and payments via Stripe or PayPal. 

While SuiteDash provides a widerYour clients get a clear space to manage their plans, submit new requests, and leave specific feedback on your work. At the same time, your team uses built-in time tracking to see exactly which projects are the most profitable.

 set of CRM and automation features, Queue really stands out with its built-in credit system. It’s perfect if you sell retainers, as it lets clients see exactly how many hours or credits they’ve used.

Key Features of Queue

Let’s explore the major features of Queue —

• White-Labeled Client Portal: Provide a fully branded hub where clients can submit requests and manage their projects in your company’s identity.
• Task Request Forms: Create custom intake forms to capture all necessary project details upfront to remove repetitive email clarifications.
• Taskboard with Dual Views: Manage projects with internal tools while clients see a simplified, polished view of their progress and tasks.
• Design and Website Feedback Tools: Lets clients leave annotated comments directly on images, videos, or live websites for precise feedback.
• Credit Tracking System: Manage pre-purchased service credits that automatically renew to provide clear usage visibility for you and your clients.
• Flexible Checkout and Payments: Set up subscriptions or one-time payments with integrated Stripe or PayPal for client transactions.
• Built-In Invoicing: Generate and track invoices directly within the platform to sync payments with projects.

Pros of Queue

• Offers a fully white-labeled and professional client experience.
• Simplifies feedback with visual annotation on various file types.
• Reduces administrative tasks and manual follow-ups for teams.
• Connects with essential tools like Stripe, Trello, and Slack.
• Tracks time to provide clear insights into project profitability.

Cons of Queue

• Some user interface elements can be unintuitive or clunky.
• User pricing model is not flexible for part-time collaborators.

Pricing of Queue

Queue offers flexible plans designed to help agencies start small and scale fast.

1. Starter: $0 
2. Growth: $49/month with 2 seats (billed monthly)
3. Enterprise: Custom pricing 

What Users Say About Queue?

Reviews on G2: 4.9 out of 5

“We use it to manage our clients requests, send designs for review, and also bill them.” – Naiara H.

Is Queue Better Than CoordinateHQ?

Yes, Queue is superior because it integrates billing and payments directly into the client portal. It creates an optimized workflow from project completion to getting paid. CoordinateHQ might still suit you if you can handle all finances through separate, disconnected systems.

How to Choose the Best Alternative to CoordinateHQ

Finding the right CoordinateHQ alternative starts with knowing what’s slowing you down and then picking a tool that fixes those gaps fast.

• White-label Client Portals: Pick a platform that lets you make it truly yours. You should be able to add your logo, use your own domain, and customize sign-in pages so clients always see your brand.
• Visual Project Tracking: A good alternative should help you see work in motion. Kanban boards and list views make it easy to track progress, spot bottlenecks, and keep deadlines visible for everyone involved.
• Built-in Billing and Invoicing: Look for automatic invoice generation, flexible payment gateways, and tax configuration options so you can get paid faster and stay organized.
• Unified Operations Hub: Choose a system that brings your CRM, projects, and billing under one roof. When everything connects, you stop jumping between tools and start managing clients, tasks, and payments from a single dashboard.
• Simplified Collaboration: The best alternative should let your clients leave feedback right where work happens, like on files, designs, or even live web pages. It keeps conversations focused and removes endless back-and-forth emails.

What’s the Best CoordinateHQ Alternative?

Agency Handy is the best CoordinateHQ alternative if you need one platform that can handle projects, clients, and billing. In fact, it fixes the biggest frustrations with CoordinateHQ. 

You get a fully white-labeled client portal, so clients only see your brand, not a generic tool. Plus, its built-in CRM and invoicing link projects directly to payments to remove the hassle of separate apps. 

This all-in-one system, with its Kanban boards and time tracking, handles everything from your first lead to final delivery.

Conclusion

Finding a solid CoordinateHQ alternative usually means you need more control. You should be able to brand upfront, collaborate with the client easily, and manage billing without needing extra tools. 

That’s where Agency Handy fits perfectly. It lets you run a fully branded client portal, manage leads through its CRM, and automate orders and invoices from one clean platform.

FAQs

1. Which alternative automates the entire client workflow, from sale to invoice?

Agency Handy automates this by turning a client’s service purchase into an order, tasks, and an auto-generated invoice. That way, it creates an effortless pipeline CoordinateHQ can’t match.

2. Why switch from CoordinateHQ to another tool?

Switching from CoordinateHQ gives you access to tools it lacks, like invoicing, CRM, automation, and file feedback. Alternatives such as Agency Handy simplify workflows, improve team-client communication, and reduce the need for multiple apps.

3. Which CoordinateHQ alternative offers a built-in CRM?

Agency Handy features integrated CRMs. They let you track leads, manage sales pipelines, and monitor client activity smoothly. Once converted, each client’s invoices, projects, and files are automatically linked for smooth workflow management.