Coastline brings all your business tools into one unified workspace, including your pipeline, e-signatures, invoices, co-working channels, and more.
Connect the tools that matter
Coastline connects with the systems your team already relies on for email, calendar, payments, texting, maps, files, and measurement reports.
Features
One workspace for the full lifecycle: contacts, opportunities, estimates, signatures, projects, invoices, and the financials behind them.
Track leads and active sales work in visual pipelines with custom stages and drag-and-drop movement.
Keep the active job organized with tasks, checklists, documents, photos, work orders, material orders, and timeline history.
Build detailed estimates with sections, quantities, margins, tax, notes, and professional PDFs.
Send estimates and documents for signature without paying for a separate e-signature tool.
Turn approved work into invoices and collect card or ACH payments through Stripe.
Upload receipts, track vendor bills, and connect costs back to the right project.
Keep customer conversations connected to contacts, opportunities, and projects.
Send reminders, create tasks, move stages, and follow up based on real business events.
Control what each team member can see and do across sales, projects, billing, documents, and settings.
Give customers a branded space to review estimates, sign documents, and pay invoices without logging in.
Build custom reports on revenue, pipeline, job costs, and team performance. Ask in plain English with Current AI.
Collaborate with your team in shared channels connected to contacts, opportunities, and projects.
How it works
No tool-hopping between sales, project, and billing. Each step picks up where the last one left off.
Create contacts, companies, and opportunities with the pipeline stages your team actually uses.
Create sectioned estimates with line items, tax, margin, notes, and clean PDFs.
Send estimates or documents through native e-signature envelopes with signer order, timestamps, IP history, and audit trails.
Convert approved work into a project with checklists, tasks, work orders, material orders, files, photos, and activity history.
Send invoices, accept payments, track bills and expenses, and build reports without exporting the business into spreadsheets.
Why Coastline
Most CRMs are built around the sale. Coastline is built around what happens before and after it: the estimate, the signature, the project, the files, the customer messages, and the invoice.
Track every opportunity across custom stages. See who owns it, where it stands, and what needs to happen next.
Trigger follow-ups when an estimate is sent, an envelope is signed, a project stage changes, or an invoice is overdue.
Send reminders, create tasks, move stages, and follow up with customers automatically based on what actually happens in your business.
Current AICurrent lives inside your workspace the same way a team member does. Mention it in a note, tag it in a channel, or open it directly and ask it to create a task, schedule an appointment, scan a document, or pull a report. It knows your contacts, your jobs, and your data.
CurrentWho it's for
For businesses that need every new opportunity captured, organized, assigned, and followed up on before it slips through the cracks.
For teams that quote work, send estimates, collect signatures, and need a clear path from first contact to signed job.
For companies where a won deal turns into real work, with tasks, files, photos, schedules, costs, invoices, and team handoffs to manage.
Pricing
Launch keeps the essentials sharp. Professional adds the full operations toolkit. Switch any time.
Billed annually. Start with a 14-day free trial.
For solo operators and small crews getting organized.
Billed annually. Start with a 14-day free trial.
For teams that run the full project lifecycle.
Need help deciding? Talk to a sales agent
Add-ons
Per-workspace add-ons. Available on both plans. Activate any time.
QuickBooks
2-way sync with QuickBooks Online
Customer Portal
Client-facing portal for project visibility
Multiple Locations
Run multiple offices or service areas
Online Booking
Public booking page for new leads
Advanced Analytics
Deep reporting and historical trends
SMS & Text Marketing
Send marketing texts to your contacts
Storm Data
Hail and wind reports for any address
RoofScope
Roof measurement reports on demand
RoofMetrics
Roof measurement alternative
Zapier
Connect to 6,000+ apps
Bring your pipeline, projects, estimates, invoices, messages, documents, and reports into one workspace.
No credit card required.·Launch from $29/user/month. Professional from $79/user/month.
