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Built for Consultants

Relationships are your business. Finally, a tool that gets it.

Stop letting proposals get lost in email and follow-ups fall through the cracks. Coherence keeps every client, engagement, and conversation connected.

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1Relationship timeline1Relationship timeline2Project board2Project board3Workflows3Workflows

THE PROBLEM

Sound familiar?

Common challenges we help consultants solve.

Proposals sent via email disappear into the voidTrack every proposal with automatic follow-up reminders
Client history scattered across email, docs, and your memoryComplete relationship timeline with every touchpoint
Billable time is hard to track accuratelyTime entries linked directly to engagements and clients
Multiple clients means constantly context-switchingQuick-switch between client workspaces with keyboard shortcuts

HOW COHERENCE HELPS

Built-in features to streamline your workflow.

Relationship timelineEvery email, meeting, and note in one chronological view per client.
Engagement trackingTrack proposals, active projects, and past work for each client.
Smart follow-upsAI-powered reminders when you haven't touched base in a while.
Meeting notesAI summaries of every conversation with action items extracted.

WORKFLOW

From relationship to engagement momentum

Keep the context around a client visible from first conversation through renewal.

1Qualify the opportunityCapture goals, pain, stakeholders, and fit in the client record.
2Build the proposalConnect notes, scope, assumptions, and follow-up tasks.
3Deliver the workTrack milestones, meetings, decisions, docs, and open risks.
4Expand the relationshipReview history and identify the next useful conversation.

MODULES

The records consultants run on.

Start with a workspace built around clients, proposals, engagements, contacts, and the follow-through that protects trust.

EngagementsTrack active work, scope, phases, risks, and renewal opportunities.
ClientsKeep organizations, stakeholders, history, and relationship context in one place.
ProposalsManage status, scope, decision makers, value, and next steps.
ContactsUnderstand who matters, what they care about, and when to follow up.
Time TrackingConnect time and capacity signals to the work they support.

PRICING

Simple, transparent pricing.

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

QUESTIONS

Frequently asked questions.

I'm a solo consultant. Is Coherence overkill for me?

Not at all! Coherence is perfect for solopreneurs. It's the one tool that replaces your CRM, email client, and notes app. Start free and scale as you grow.

How do I import my existing contacts and client history?

We make migration easy. Import from Outlook, Gmail, HubSpot, Salesforce, or CSV. Your email history syncs automatically—we'll even link past conversations to the right clients.

Can I track time and generate invoices?

Time tracking is built in and links to engagements. While we don't generate invoices directly, we integrate with tools like QuickBooks and FreshBooks, and export time entries easily.

Ready to get organized?

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