Skip to contentNew: Coherence Partner Program. Recommend Coherence and earn on every invoice
Built for Agencies

Finally, a CRM that thinks like an agency.

Stop losing client emails in Slack threads. Coherence unifies your inbox, projects, and relationships in one workspace built for client work.

Start for freeSee pricing
1Client inbox1Client inbox2Project pipeline2Project pipeline3Client docs3Client docs

THE PROBLEM

Sound familiar?

Common challenges we help agencies solve.

Client communication scattered across email, Slack, and project toolsEvery conversation synced and linked to the right client and project
Handoffs between account managers and creatives create gapsComplete client timeline visible to everyone on the team
Retainer tracking and scope creep eat into marginsTime and deliverables linked automatically to each engagement
Proposal follow-ups fall through the cracksSmart reminders based on deal stage and last contact

HOW COHERENCE HELPS

Built-in features to streamline your workflow.

Unified client inboxEvery email, message, and file linked to the right client automatically.
Project pipelineTrack projects from pitch to delivery with customizable stages.
Team calendar syncSee availability across the team for better resource planning.
AI meeting notesAutomatic summaries of client calls with action items.

WORKFLOW

From client request to delivered work

Give every request a home, every owner context, and every approval a visible path.

1Intake the askCapture the email, form, call note, or chat request under the client.
2Shape the workCreate deliverables, owners, due dates, files, and approval checkpoints.
3Move through reviewTrack internal progress and client feedback without losing the source context.
4Close the loopLog the shipped work, update the account, and queue the next follow-up.

MODULES

The records agencies run on.

Start with the client-work operating layer agencies need most: accounts, projects, deliverables, tasks, and retainers.

ProjectsPlan campaigns, retainers, web builds, brand work, and production sprints.
ClientsKeep stakeholders, goals, notes, emails, and relationship history together.
DeliverablesTrack the actual items moving through strategy, creative, review, and launch.
TasksAssign owners, due dates, approvals, and dependencies.
RetainersSee recurring commitments, active requests, utilization signals, and renewal context.

PRICING

Simple, transparent pricing.

Start free and scale as your team grows. No hidden fees.

QUESTIONS

Frequently asked questions.

How does Coherence differ from project management tools like Monday or Asana?

Coherence is relationship-first, not task-first. While project tools focus on deliverables, Coherence connects your email, meetings, and client relationships so you never lose context. Think of it as your client relationship hub that happens to track projects too.

Can my whole team use it?

Yes! Coherence is built for teams. Everyone gets visibility into client relationships, and you control who sees what with granular permissions.

Does it integrate with the tools we already use?

Coherence syncs with Gmail, Outlook, Google Calendar, and connects to hundreds of apps. Your email is automatically linked to clients—no manual data entry.

Ready to get organized?

Start free

Free plan · No credit card