Relationships are your business.

Keep every engagement, proposal, and follow-up organized. Never let a client relationship go cold.

Sound familiar?

Common challenges we help you solve.

Emails1
New
DL

Dylan

Just looked at the new apple website - Really love it!

AX

Alex

Not shared by Tim Cook

BR

Brian

Not shared by Tim Cook

Proposals getting lost in email

Linked proposal tracking

AutomationActive

New email received

Route by sender

31

Create calendar event

Forgetting to follow up

Automatic reminders

ActivityView all
SC

Email received from Sarah

2m ago

MJ

Call logged with Mike

1h ago

LP

Meeting with Lisa

3h ago

Client history scattered

Complete relationship timeline

Today
Dec 20
9:00 AM

Team standup

30m

11:00 AM

Client call - Acme

1h

2:00 PM

Demo meeting

45m

Billable hours hard to track

Time linked to engagements

How Coherence helps

Built-in features to streamline your workflow.

ActivityView all
SC

Email received from Sarah

2m ago

MJ

Call logged with Mike

1h ago

LP

Meeting with Lisa

3h ago

Relationship timeline

Every touchpoint with a client, across all engagements.

SC
MJ
LP
DK
+3

Favorites — quick access

Key contacts

Keep important relationships visible.

AI SummaryAuto

Client interested in Q1 launch. Need to follow up on pricing proposal by Friday.

Budget: $50k-75kTimeline: 3 months

Meeting notes

AI summaries of every conversation.

To Do3
Research
Design
In Progress2
Development
Done5
Review
Deploy

Pipeline visibility

Track opportunities by stage.

Start with the Consulting Starter

Pre-configured with everything you need:

EngagementsClientsProposalsContactsTime Tracking
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