Coherence is an agentic customer operations platform that connects CRM data, email, campaigns, websites, workflows, and AI agents in one shared context. It is operated by Brightyard, Inc.

How is Coherence different from a traditional CRM?

CRM is Coherence's shared data foundation, not the product boundary. Coherence connects flexible XRM-style records to email, campaigns, websites, workflows, and agents so teams can run the customer lifecycle from one context.

Does Coherence have an API and MCP server for agents?

Yes. Coherence publishes an OpenAPI 3.1 spec at https://getcoherence.io/openapi.json and ships an official MCP server (@coherenceos/mcp-server) so AI agents can read and write workspace data and delegate tasks to the Nash agent.

How much does Coherence cost?

Coherence has a free tier (no credit card required), plus Starter at $12, Pro at $29, and Team at $79 per user per month.

Case management

Every case has a next step.

Name: Coherence
Brand: Coherence
Rating: 4.8 (50 reviews)

Turn a portal request or a phone call into work your team can follow through on. Cases brings ownership, customer replies, internal notes, and related records into one place.

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Included with Pro and Team. Also available on Enterprise.

Cases

CAS00023 · Help with account access

Status: In progress
Assignee: Alex
Source: Phone
Person: Jordan Lee

Customer replies and internal notes share one activity history.

Illustrative workspace preview

01Open a case
02Add context and assign it
03Work through to resolution

Built into your workspace

The tools to keep work moving.

Take requests wherever they start

Let customers submit through a portal, or have staff create a case for a call, email, or another intake source.

Use your standard record workspace

Find cases with views and filters, adjust the display, and import or export using the same record tools as other modules.

Customize without losing the essentials

Add fields and related-record tabs in Module Builder. Core Case fields stay protected, and the Create Form configuration drives staff intake.

Keep the full conversation together

Read customer replies and internal notes in Activity. Keep longer staff notes in the Details tab.

See the context beside the work

Update status, assignee, account, person, and source in the record sidebar. Attach files and link relevant Knowledge.

Control access through roles

Use the normal Record permissions for viewing, listing, creating, updating, deleting, importing, and exporting Cases.

Read the Case management guide

Better together

Connect the request, the answer, and the relationship.

Shared Inbox

Team conversations with clear ownership

Portals

A dedicated space for each audience

Knowledge

Publish answers your team can trust

Questions about Case management

Can staff open a case for someone who calls in?

Yes. Staff can create a case without a portal login and link the caller to a Person record. The Source field can record how the request arrived.

Do customers see internal notes and attachments?

Internal notes and staff-only attachments stay in the workspace. Customer-visible replies and shared attachments follow the portal’s case access rules.

How are cases numbered?

The Case field uses the module autonumber configuration and starts with a CAS prefix. The field itself is protected as part of the Cases system module.

Bring Case management into your workspace.

Available on Pro, Team, and Enterprise.

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