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COHERENCE
✳ The Customer Operations Platform

Customer operations,
working as one.

One platform for customer records, conversations, and the work around them. Ask Chat to build a site, research leads, or create a campaign—with your business context already connected.

YOUR PLATFORM, THROUGH CONVERSATION

Tell Chat what you need.
See the work take shape.

From the first idea to the next customer action. Put Coherence to work with the context of your business behind every request.

Explore Coherence Chat Choose an example
Coherence Chat building the Halcyon Ridge Estates website from a short brief, with the finished home page previewed in the canvas beside the conversation
The real Coherence app, shown in a demo workspace with sample data.
START THE RELATIONSHIP. KEEP THE CONTEXT.

Bring customers in.
Keep their story connected.

Research, email campaigns, and websites are built into the same platform your team uses to manage the customer relationship.

CONNECTED FROM THE FIRST TOUCHBUILT INTO COHERENCE
01Know who. Know why.

Lead
Enrichment

Bring useful context to every lead before you reach out.

An illustration of enriched leads: six home builders and architects around Lake Tahoe and Reno, each with a logo, location, headcount, and a contact with a verified email
Explore lead research
One customer operations platform.

Your system of record. Your system of action.

CONTEXT THAT STAYS WITH THE CUSTOMER

Every touchpoint.
One continuous story.

Every relationship starts somewhere. Keep the research, first conversation, and website inquiry attached to the customer record, so the team picking up the work has the story from the beginning.

Meet your system of record
PEOPLE / JORDAN LEEExample record
JL
Jordan LeeFounder, Northstar Studio
Researching
CompanyNorthstar Studio
FocusCommercial design
Company context added

New commercial practice. A relevant opening.

Lead research
Next: write a relevant introduction.
Choose a tab to explore
EXPLORE THE PLATFORM

Built for the whole
customer relationship.

Discover the connected tools behind your customer operations—from the first touch to the next request.

Start with shared context

Customer records

Build a clear picture of every customer. Connect people, companies, and the work around them in a data model that fits your business.

  • Custom objects & fields
  • Connected relationships
  • Customer activity history

Included on Pro and Team

Customer invoicing

Keep invoices with the customer account. Send PDFs and customer links, record check or wire payments, and offer card payments with optional Stripe setup.

  • Invoice PDFs & customer links
  • Partial payments & reminders
  • Optional Stripe payments

Know more before hello

Lead Enrichment

Find useful context on the people and companies you want to reach. Keep the research with the record, ready for the next conversation.

  • Contact enrichment
  • Company research
  • Conversation starters

Make the first word count

Email Campaigns

Turn customer context into relevant outreach. Bring your audience, message, and follow-up together in campaigns your team can manage.

  • Audience segments
  • Email templates
  • Timed journeys

Give interest a place to go

Website Creation

Build websites and landing pages around your brand. Connect the inquiries they generate to the customer records your team works from.

  • Reusable page blocks
  • Blogs & resource centers
  • Forms connected to records

Your inbox, with context

Email

Connect your personal Gmail or Outlook account. Read, compose, and follow up with the customer record and conversation history close at hand.

  • Gmail & Outlook sync
  • Record-linked conversations
  • Compose & follow-up

Keep the conversation together

Shared Inboxes

Give team mailboxes clear ownership. Assign conversations, share internal notes, and work together on replies with the customer context in view.

  • Team email
  • Conversation assignment
  • Internal notes & shared drafts

Follow through on every request

Customer service

Give customer requests a clear path from intake to resolution. Keep the owner, replies, and related records together as the case moves forward.

  • Case management
  • Customer replies
  • Related records & files

Make the next step happen

Workflows & tasks

Turn changes in your workspace into coordinated action. Connect tasks, drafts, and approvals in processes your team can follow.

  • Record-based triggers
  • Recurring tasks
  • Approvals & handoffs

Ask for the work. See it happen.

Chat & AI agents

Build sites, research leads, and create campaigns through conversation. Explore rich results in Chat, with Nash and your agents working from shared context.

  • Sites, leads & campaigns
  • Rich, interactive results
  • Nash & specialized agents

See what needs attention

Reporting & insights

Bring customer activity and work in progress into focus. Give your team a shared view of the pipeline, performance, and next priorities.

  • Custom dashboards
  • Pipeline reports
  • Team activity metrics

Keep answers within reach

Portals & Knowledge

Give customers and partners a place to find published answers and ask for help. Connect their requests to the team handling them.

  • Branded portals
  • Published Knowledge
  • Customer case updates

Keep everyone in the loop

Team collaboration

Keep discussion and shared work close to the customer. Bring your team together through chat, collaborative documents, and activity feeds.

  • Team chat & mentions
  • Collaborative documents
  • Shared activity feeds

Connect the tools you rely on

Apps & integrations

Bring your existing tools into your customer operations. Connect email, calendars, and apps so useful context stays within reach.

  • Connected calendars
  • Gmail & Outlook
  • App integrations
YOUR CUSTOMER OPERATIONS, CONNECTED

Bring your team
into Coherence.

One platform for the customer relationship and the work around it.

Get started with Coherence