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For advisory and professional services

Relationships are your business.

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

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1Shared notes1Shared notes2Pipeline board2Pipeline board3Relationship timeline3Relationship timeline

FOR CONSULTANTS, ADVISORS, FRACTIONAL LEADERS, AND SERVICES FIRMS

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.

OLD WAY, NEW WAY

What changes for consulting teams.

Proposals getting lost in emailLinked proposal tracking
Forgetting to follow upAutomatic reminders
Client history scatteredComplete relationship timeline
Billable hours hard to trackTime linked to engagements

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.

Relationship timelineEvery touchpoint with a client, across all engagements.
Key contactsKeep important relationships visible.
Meeting notesAI summaries of every conversation.
Pipeline visibilityTrack opportunities by stage.

ENGAGEMENT DELIVERY

Relationship depth is the product

Consulting teams win by remembering the details, framing the next step, and delivering trust. Coherence keeps that context alive across engagements.

Every conversation compoundsMeeting notes, decisions, emails, stakeholders, and follow-ups stay attached to the client relationship.
Proposals do not vanish after sendingTrack proposal status, decision makers, objections, deadlines, and the next action.
Engagement delivery stays visibleConnect workstreams, deliverables, risks, docs, and client approvals in one place.

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.

CONSULTING ROLES

A clearer system for relationship-heavy work

PRINCIPALSHigh-value relationships go quiet without visible follow-up.See which proposals, clients, and contacts need attention.
CONSULTANTSDelivery context lives in notes, decks, and private inboxes.Work from one client record with decisions and history attached.
OPERATIONSEngagement status and capacity are hard to see across the firm.Track milestones, time signals, owners, and open risks.

STARTER WORKSPACE

Start with the Consulting Starter.

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.
ALWAYS-ON INTELLIGENCENash helps keep advisory relationships warmNash can prepare client context, flag stale proposals, summarize recent activity, and help draft follow-ups grounded in the engagement history.Meet Nash
Proposal follow-up reviewClient meeting prepEngagement risk summariesResearch briefs for new accounts

RESOURCES

Resources for consulting teams

Guides for client follow-up, relationship systems, and implementation planning.

PRODUCTCRM for Consultants: Managing Client Engagements and DeliverablesHow consultants use CRM to manage client engagements, track deliverables, build referral pipelines, and grow revenue. Includes practical setup advice and tool comparisons.
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.
PRODUCTCRM Implementation Timeline: How Long It Takes + 8-Week PlanSee how long CRM implementation takes and use an eight-week checklist for requirements, data cleanup, configuration, migration, training, and launch.
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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