Coordy brings your contacts, pipeline, tasks, calendar, communications, automations, team operations, analytics, and AI together — without the maze of disconnected tools.
Coordy gives growing teams the systems they need to sell, communicate, organize, automate, and operate — together.
Coordy connects customer context, team execution, communication, and automation so work keeps moving without rebuilding context in every tool.
Coordy turns customer activity into a clear operating rhythm for your team.
Coordy Real Estate adds industry-specific workflows including transactions, signing, IDX, listings, brokerage operations, and real-estate compliance tooling.
Explore Coordy Real Estate →Coordy shapes the daily experience around roles, permissions, quick actions, teams, and context — keeping a powerful system simple for the person using it.
Not another blank chatbot. Coordy AI works with the context already around your day.
Start from the customer, task, page, and work already in front of you.
Summarize, draft, explain, surface information, and guide you through Coordy.
Help organize next steps, create work, and prepare what the workflow needs.
Bring attention back to priorities, follow-ups, and the next useful move.
Customer context, tasks, and the current workspace give the conversation a useful starting point.
Turn repeatable work into triggers, assignments, tasks, reminders, campaigns, and follow-ups. Your process keeps moving without someone babysitting it.
Direct messages, groups, channels, attachments, reactions, and notifications bring collaboration into the same workspace as the customer and workflow.
Alex
The Acme follow-up is ready. I added the notes to the customer record.✓ 3
Jamie
Perfect — I'll take the next step from here.👍 2
Teams, permissions, assignments, documents, data tools, analytics, administrative controls, and Company Operations stay connected to the work happening across the business.
Coordy brings the systems your team touches every day into one connected operating layer.
CoordyOne connected workspaceCoordyCRM securely connects to the tools your business already uses. Each integration is opt-in — you choose what to connect, and we only request the access it needs.
CoordyCRM only requests access to your Google or Microsoft account after you explicitly connect it in Settings — nothing is accessed automatically. Gmail and Outlook access is used to sync your client email conversations into CoordyCRM. Google Calendar and Outlook Calendar access is used to two-way sync appointments and showings. Google Drive, Google Docs, OneDrive, and SharePoint access is used to store, generate, and share workflow documents. You choose which integrations to enable, and CoordyCRM never requests more access than the features you turn on require.