COHERENCETable, board & calendar views
Choose a useful view of the same records, with saved columns, sorting, grouping, and filters.
The platform / Your system of record
Every customer.
The whole story.
Give every team a shared understanding of the customer. Bring company details, conversations, and activity into one record that stays useful throughout the relationship.
- Custom objects & fields
- Connected relationships
- Customer activity history
PEOPLE / JORDAN LEEExample record
JL
Jordan LeeFounder, Northstar Studio
ResearchingCompanyNorthstar Studio
FocusCommercial design
Company context added
New commercial practice. A relevant opening.
Lead researchNext: write a relevant introduction.
Choose a tab to explore
INSIDE DATAContext your team
Context your team
can actually use.
A customer record should explain the relationship—and give everyone a useful place to work.
Custom objects & fields
Your business has its own shape.
Build around the people, companies, projects, and other things you actually manage. Configure the fields and forms your team needs, without squeezing every process into a sales pipeline.
- Start with a built-in module or create your own.
- Use text, numbers, dates, selections, references, and formulas.
- Choose the fields that appear when a record is created.
Northstar / Account structureExample
A MODEL THAT FITS
Company
Northstar Studio · Text field
Custom fields, familiar records.
Connected relationships
See how everything belongs together.
Link a person to their company, the company to a project, and the project to the people doing the work. Related-record views and the relationship graph keep those connections within reach.
- Connect records across modules with reference fields.
- Show relevant records in dedicated tabs.
- Move from an account to the people and work around it.
Northstar StudioExample
CONNECTED RECORDS
Northstar StudioShared customer context
Jordan Lee
Founder & primary contact · Person
One relationship, connected context.
Customer activity history
Pick up where the last person left off.
Keep changes, notes, and linked communication with the record. The next person handling a customer can understand what happened before choosing what happens next.
- Follow the record’s changes and activity.
- Keep notes, mentions, and conversations close to the customer.
- Filter the timeline to find the context you need.
Northstar / ActivityExample
THE STORY SO FAR
Company researched
Commercial practice added to the account. · Research
History that stays with the relationship.
Choose a tab to explore
THE TOOLS BEHIND THE WORK
Explore the guide More inside Data.
Flexible filters
Combine conditions to find the right segment, then save a view for the next time you need it.
Import & export
Map incoming spreadsheet columns to your fields and take records out for other work.
Bulk updates
Select records and update shared values together instead of opening each one.
Formulas & field rules
Calculate useful values and configure required fields and uniqueness rules.
Record actions
Give your team clear actions for updating a status or starting a configured process.
Roles & permissions
Control who can view, create, update, delete, import, and export records.
Module templates
Start with a useful structure and adapt the fields, forms, and views to your team.
Files & supporting documents
Keep attachments and related documents available alongside customer context.
How it comes together.
1
Capture the relationship
Import a list, add a person, or capture an inquiry.
2
Connect the context
Link the person, account, notes, and relevant work.
3
Give the work an owner
Create the task or start a configured workflow.
YOUR PLATFORM, THROUGH CONVERSATION
Put it to work in Chat.
Ask Chat to find records, explain the relationship, or update the details. Rich results give you a way to explore the answer.
Explore Coherence ChatTRY ASKING
“Show Northstar’s contacts, open tasks, and recent activity.”
A starting point for your conversation.
A FEW USEFUL DETAILSGood questions.
Good questions.
Clear answers.
Can we customize the built-in modules?
Yes. Adapt fields, forms, views, relationships, and permissions in Module Builder. Protected system fields stay in place where a feature relies on them.
Can different teams use different views?
Yes. Saved views can present the same underlying records with different layouts, columns, filters, sorting, and grouping.
Bring your team
into Coherence.
One platform for the customer relationship and the work around it.
Get started with Coherence