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For client service teams

Client work, without the chaos.

Connect projects, deliverables, and client communications in one workspace.

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FOR AGENCY OWNERS, ACCOUNT LEADS, PRODUCERS, AND DELIVERY TEAMS

Connect clients, projects, deliverables, approvals, retainers, and emails.See exactly what is blocked, waiting on feedback, or ready to ship.Give account managers and operators one shared source of truth.

OLD WAY, NEW WAY

What changes for agency teams.

Project handoffs between teamsLinked project timelines
Approval bottlenecksClear status visibility
Retainer tracking headachesAutomatic time tracking
Client communication scatteredSynced email threads

SCALE CLIENT DELIVERY

Give account and production teams one place to see what is moving.

Client services work breaks when approvals, briefs, files, emails, and deadlines live in separate tools. Coherence keeps the relationship and the delivery plan together.

Project pipelineSee where every project stands at a glance.
Client communicationEvery email synced and linked.
Meeting notesAI-summarized call notes.
Quick actionsNavigate your workspace instantly.

CREATIVE OPERATIONS

A calmer way to run client work

Agencies lose margin when project status, client promises, approvals, and scope live in different tools. Coherence keeps the client relationship and delivery machine together.

Account context survives every handoffClient goals, email threads, deliverables, meeting notes, and approvals stay attached to the relationship.
Deliverables move with visible ownershipCreative, strategy, web, and campaign tasks can move through clear stages without another status meeting.
Retainers stay grounded in real workTrack recurring obligations, open requests, follow-ups, and the context behind each client commitment.

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.

AGENCY ROLES

Each team sees the version of client work they need

OWNERSMargin leaks through rework, stalled approvals, and invisible scope.See risk, open work, and account health before it becomes a meeting.
ACCOUNT LEADSStatus calls require stitching together email, docs, and project boards.Walk into every client conversation with the current context already assembled.
PRODUCERSCreative work loses source context as it moves through review.Keep briefs, files, tasks, approvals, and launch details connected.

STARTER WORKSPACE

Start with the Agency Starter.

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.
ALWAYS-ON INTELLIGENCENash acts like an always-on account coordinatorNash can look across client records, deliverables, meetings, and emails to surface stale approvals, draft follow-ups, and prepare account briefings.Meet Nash
Client follow-up queuesWeekly account briefsScope-risk summariesCampaign research and drafts

RESOURCES

Resources for agency teams

Articles for improving client follow-up, delivery visibility, and relationship context.

FOR TEAMSCRM for Agencies: How to Track Clients, Projects, and CommunicationsMarketing, creative, and consulting agencies have unique CRM needs. Learn how to set up a CRM that tracks clients, projects, vendors, and team communication effectively.
FOR TEAMSHow to Create an Effective Client Follow-Up SystemNever lose a deal to poor follow-up again. Learn how to build a systematic follow-up process with templates, timing, automation, and CRM integration.
FOR TEAMSHow to Track Client Communications in One PlaceStop losing client conversations across email, calls, and meetings. Learn how to centralize all communication history for better relationships and team coordination.
GUIDES11 Best Email Management Tools for CRM Integration (2026)Compare 11 email management tools for CRM integration, including native CRM email, shared inboxes, Gmail and Outlook add-ons, pricing, and tradeoffs.
PRODUCTWhat Is a Unified Workspace? The End of Tab OverloadA unified workspace combines CRM, email, calendar, and tasks in one interface. Learn how it reduces context switching, improves productivity, and simplifies your work life.

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