For client service teams
Client work, without the chaos.
Connect projects, deliverables, and client communications in one workspace.
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.
No credit card required
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.
The old way vs Coherence
Why agency work gets harder as it grows
Disconnected tools
Project handoffs between teams
Approval bottlenecks
Retainer tracking headaches
Client communication scattered
Coherence way
Linked project timelines
Clear status visibility
Automatic time tracking
Synced email threads
Creative operations
Bring your creative process into one place
From intake to review to launch, every deliverable keeps its owner, source context, approvals, and next step attached.
Client request
Acme Growth
Landing page refresh plus launch campaign
Intake the ask
Capture the email, form, call note, or chat request under the client.
Shape the work
Create deliverables, owners, due dates, files, and approval checkpoints.
Move through review
Track internal progress and client feedback without losing the source context.
Close the loop
Log the shipped work, update the account, and queue the next follow-up.
Deliverables
3 linkedApproval path
Requests, owners, deliverables, approvals, and follow-ups move through one visible path instead of disappearing after intake.
Workflow
From client request to delivered work
Give every request a home, every owner context, and every approval a visible path.
- 1
Intake the ask
Capture the email, form, call note, or chat request under the client.
- 2
Shape the work
Create deliverables, owners, due dates, files, and approval checkpoints.
- 3
Move through review
Track internal progress and client feedback without losing the source context.
- 4
Close the loop
Log the shipped work, update the account, and queue the next follow-up.
Agency roles
Each team sees the version of client work they need
For Owners
See risk, open work, and account health before it becomes a meeting.
Margin leaks through rework, stalled approvals, and invisible scope.
For Account leads
Walk into every client conversation with the current context already assembled.
Status calls require stitching together email, docs, and project boards.
For Producers
Keep briefs, files, tasks, approvals, and launch details connected.
Creative work loses source context as it moves through review.
Resources
Resources for agency teams
Articles for improving client follow-up, delivery visibility, and relationship context.
For Teams
CRM for Agencies: How to Track Clients, Projects, and Communications
Marketing, creative, and consulting agencies have unique CRM needs. Learn how to set up a CRM that tracks clients, projects, vendors, and team communication effectively.
10 min read
For Teams
How to Create an Effective Client Follow-Up System
Never lose a deal to poor follow-up again. Learn how to build a systematic follow-up process with templates, timing, automation, and CRM integration.
9 min read
For Teams
How to Track Client Communications in One Place
Stop losing client conversations across email, calls, and meetings. Learn how to centralize all communication history for better relationships and team coordination.
9 min read
Guides
11 Best Email Management Tools That Integrate with CRM (2025)
Compare email management tools that sync with your CRM. From inbox organization to email tracking, find the right solution for managing client communication.
11 min read
Product
What Is a Unified Workspace? The End of Tab Overload
A unified workspace combines CRM, email, calendar, and tasks in one interface. Learn how it reduces context switching, improves productivity, and simplifies your work life.
9 min read
Always-on intelligence
Nash acts like an always-on account coordinator
Nash can look across client records, deliverables, meetings, and emails to surface stale approvals, draft follow-ups, and prepare account briefings.
Meet NashClient follow-up queues
Weekly account briefs
Scope-risk summaries
Campaign research and drafts
Ready to build your agency operating layer?
Start for free. Bring one workflow into Coherence, then connect the rest around it.
No credit card required.