Coastline CRM

Coastline helps you keep your projects organized and moving, right from your phone.

Every job lives in one place, so you can see what stage it's at, who's involved, what's left to do, and when it's due. No more digging through email, texts, and spreadsheets to figure out where things stand.

Projects and jobs
You get a clear view of each project from start to finish. Set up stages, check off tasks as you go, add photos from the site, drop in notes, and keep the customer's details and location right there with the job. Open a project and everything you need is on one screen.

Tasks and your schedule
Your tasks and appointments show up together so you always know what the day looks like. The home screen points you at whatever needs attention first, and the calendar keeps your meetings, site visits, and deadlines straight. You can also see where your jobs are on a map.

A little help from Current
Current is the assistant built into the app. You tell it what you want in plain words, like "set up a follow-up with Marcus tomorrow at 10," and it fills in the task or appointment and links it to the right project. Look it over, tap confirm, and you're done.

Clients and contacts
Keep your contacts, their history, and the projects they're tied to all in one spot. You can message people right from the app, so those conversations stay with the job.

When it's time to get paid
Coastline handles the money side when you need it, with estimates, invoices, expenses, and the products or services you offer. There's also a simple pipeline for tracking leads and deals if you want it.

Built for working on the go
The app is quick and easy to use with one hand. Snap photos, update a job, or check your schedule whether you're on site or out and about.

Coastline works well for service businesses, contractors, agencies, and small teams juggling a lot of jobs at once.

Coastline mobile goes with your Coastline web account, so you'll need one to sign in. Don't have one yet? You can set it up at coastlinecrm.com.