For advisory and professional services
Relationships are your business.
Keep every engagement, proposal, and follow-up organized. Never let a client relationship go cold.
Keep relationships, engagements, proposals, notes, and follow-ups connected.
Turn expertise-heavy conversations into reusable client context.
Protect delivery quality as your book of business grows.
No credit card required
Protect client trust
Keep engagement context alive from proposal through renewal.
Advisory work depends on remembering the right details at the right time. Coherence keeps conversations, proposals, deliverables, and follow-ups tied to the client relationship.
Consulting roles
A clearer system for relationship-heavy work
For Principals
See which proposals, clients, and contacts need attention.
High-value relationships go quiet without visible follow-up.
For Consultants
Work from one client record with decisions and history attached.
Delivery context lives in notes, decks, and private inboxes.
For Operations
Track milestones, time signals, owners, and open risks.
Engagement status and capacity are hard to see across the firm.
The old way vs Coherence
Why consulting work gets harder as it grows
Disconnected tools
Proposals getting lost in email
Forgetting to follow up
Client history scattered
Billable hours hard to track
Coherence way
Linked proposal tracking
Automatic reminders
Complete relationship timeline
Time linked to engagements
Resources
Resources for consulting teams
Guides for client follow-up, relationship systems, and implementation planning.
Product
CRM for Consultants: Managing Client Engagements and Deliverables
How consultants use CRM to manage client engagements, track deliverables, build referral pipelines, and grow revenue. Includes practical setup advice and tool comparisons.
9 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
Product
CRM Implementation Timeline: What to Expect Week by Week
A realistic week-by-week CRM implementation timeline. Learn what to expect, why projects take longer than planned, and how to stay on track.
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 helps keep advisory relationships warm
Nash can prepare client context, flag stale proposals, summarize recent activity, and help draft follow-ups grounded in the engagement history.
Meet NashProposal follow-up review
Client meeting prep
Engagement risk summaries
Research briefs for new accounts
Ready to build your consulting operating layer?
Start for free. Bring one workflow into Coherence, then connect the rest around it.
No credit card required.