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.

Reporting

Know where things stand. See what needs attention.

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

Dashboards and reports on the records your team already works in, built by hand or by asking.

Start free Talk to sales

Dashboard16MC

Q3 performance

Revenue$148.6k18% vs Q2

Revenue by monthPaid invoices, $k

Q2Q3

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DashboardSearch records, email, and more…⌘ K16MC

Q3 performanceMy Dashboard

Revenue$148.6k18% vs Q2

New customers124 vs Q2

Open pipeline$312k9% vs Q2

First reply2.4h35 min faster

Revenue by monthPaid invoices, $k

Q2Q3

Pipeline by stageOpen deal value

Leads by sourceNew leads in Q3

Website46%Campaigns24%Research18%Referrals12%

Support casesOpened vs resolved per week

OpenedResolved

Sound familiar? Not anymore.

Exporting to a spreadsheet to answer one questionAsk, and get the chart

Numbers nobody can trace backEvery chart opens the records behind it

A weekly deck built by handTurn a dashboard into a presentation

1DASHBOARDS

Dashboards on live records.

Pipeline, revenue, campaigns, and support, updated as the work happens. Edit the layout yourself or ask AI to change it.

1Pipeline1Pipeline2Campaigns2Campaigns3Support3Support

Reports16MC

Sales Dashboard

Pipeline by Stage▸ Explore chart data

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ReportsSearch records, email, and more…⌘ K16MC

← Dashboards

Sales Dashboardteam · Saved in ReportsEdit with AIEdit layout

Create presentationFilters

Pipeline by Stage▸ Explore chart data

Won deals by Industry▸ Explore chart data

Analytics16MC

Lifetime performance

Welcome seriesSent: 412Open rate: 68%Click rate: 21%

Fall practice refreshSent: 1,280Open rate: 54%Click rate: 12%

Monthly studio notesSent: 2,140Open rate: 47%Click rate: 9%

Referral partner introSent: 96Open rate: 61%Click rate: 18%

Case study: NorthfieldSent: 860Open rate: 49%Click rate: 14%

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AnalyticsSearch records, email, and more…⌘ K16MC

Lifetime performanceTotals reflect the delivery data currently available for each campaign.AllActiveDraftPausedCompleted

Sent4,7885 workflows

Opened2,49452% open rate

Clicked54011% click rate

Click-to-open22%Clicks divided by opens

Workflow performanceCompare delivery and engagement without opening each campaign.

AWorkflow≡Status123Sent123Open rate123Click rate

Welcome seriesActive41268%21%

Fall practice refreshCompleted1,28054%12%

Monthly studio notesActive2,14047%9%

Referral partner introActive9661%18%

Case study: NorthfieldCompleted86049%14%

Dashboard16MC

Support this month

First reply2.4h35 min faster

Support casesOpened vs resolved

OpenedResolved

HomeTasksDashboardCollabCommsPlaybooksWebCRMProjectsMore

DashboardSearch records, email, and more…⌘ K16MC

Support this monthMy Dashboard

Open cases63 fewer than last week

First reply2.4h35 min faster

Resolved this month8412% more

Answered from Knowledge41%6 pts

Support casesOpened vs resolved per week

OpenedResolved

Leads by sourceWhere expansion leads come from

Website46%Campaigns24%Research18%Referrals12%

2BUILD A REPORT

Describe the report. Refine the details.

Pick a data source, grouping, and filters, or describe what you want and let AI set it up.

Reports16MC

Create report

Q4 pipeline by assignee

ProposalNegotiationWon

▸ Explore chart data

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ReportsSearch records, email, and more…⌘ K16MC

Report settings

Report nameQ4 pipeline by assigneeData sourceDealsGroup byAssignee, then StageMeasureSum of ValueFilterClose date in Q4SharingTeam

Create reportPreviewCreate Report

Q4 pipeline by assignee, split by stage

Q4 pipeline by assignee

ProposalNegotiationWon

▸ Explore chart data

3EXPLORE

Every number leads somewhere.

Open any chart to see the records behind it, then act on them without leaving the page.

Data

Reports16MC

Pipeline by Stage

Alder & Pine · BookingStage: proposalValue: $9,600Assignee: Maya Chen

Tidewater · Analytics portalStage: negotiationValue: $22,000Assignee: Ravi Singh

Harbor Vets · Clinic siteStage: proposalValue: $12,000Assignee: Sam Kim

Northside Physio · RebrandStage: proposalValue: $11,200Assignee: Ravi Singh

Eastside · Patient portalStage: negotiationValue: $14,500Assignee: Maya Chen

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ReportsSearch records, email, and more…⌘ K16MC

Pipeline by Stage▸ Explore chart data

Proposal + NegotiationThe 5 largest deals behind the bars, live from your records$134k12 deals · 3 assignees

ADealAssignee≡Stage123ValueClose date

Alder & Pine · BookingMaya ChenProposal$9,600Nov 20

Tidewater · Analytics portalRavi SinghNegotiation$22,000Nov 28

Harbor Vets · Clinic siteSam KimProposal$12,000Dec 4

Northside Physio · RebrandRavi SinghProposal$11,200Dec 11

Eastside · Patient portalMaya ChenNegotiation$14,500Dec 15

4ASK

Ask a question. Get a dashboard.

Ask Chat how the quarter went. It reads your invoices and deals, answers in plain language, and builds a dashboard you can share.

Chat

Home16MC

Chat

How did Q3 go?Worked with 4 tools

Q3 revenue was $148.6k, up 18% on Q2.

Revenue by monthPaid invoices, $k

Q2Q3

HomeTasksDashboardCollabCommsPlaybooksWebCRMProjectsMore

HomeSearch records, email, and more…⌘ K16MC

ChatConnected

How did Q3 go? Put it on a dashboard I can share with the team.

Worked with 4 tools

Read paid invoices86Read deals41Compared to Q20.4sBuilt the dashboardCanvas

Q3 revenue was $148.6k, up 18% on Q2. September was the best month. Pipeline is $312k, mostly in Proposal. The dashboard is open on the right.

Ask Nash anything, or /context to choose context…

Nash ▾Account default ▾

Q3 performanceEdits save automatically

Revenue$148.6k18% vs Q2

New customers124 vs Q2

Open pipeline$312k9% vs Q2

Revenue by monthPaid invoices, $k

Q2Q3

Pipeline by stageOpen deal value

5PRESENT

From dashboard to deck.

Turn a dashboard into a presentation with the charts and talking points already in place.

Files16MC

Q3 review

Q3 REVIEW · FIELDWORK STUDIORevenue up 18%, led by healthcare.

Q2Q3

• September was the best month on record• Healthcare is 9 of 12 new customers• $312k open, mostly in Proposal

HomeTasksDashboardCollabCommsPlaybooksWebCRMProjectsMore

FilesSearch records, email, and more…⌘ K16MC

Q3 reviewFrom Sales Dashboard · 6 slidesPresent

Q3 REVIEW · FIELDWORK STUDIORevenue up 18%, led by healthcare.

Q2Q3

• September was the best month on record• Healthcare is 9 of 12 new customers• $312k open, mostly in Proposal

Reporting that’s part of the work.

DashboardsCharts, metrics, and lists on live records. Report builderSource, grouping, measures, and filters. Build with AIDescribe the report and refine it. Drill-downEvery chart opens its records. PresentationsTurn a dashboard into slides. SharingPrivate, team, or whole-workspace visibility. FiltersSlice any dashboard by date, owner, or field. Agent activitySee what Nash and your agents got done.

Keep going Across the platform.

PLATFORMDataThe records behind every number.Explore SOLUTIONSCoherence for OperationsOne dashboard everyone trusts.Explore PLATFORMChatAsk questions, get answers and charts.Explore

A useful number leads somewhere.

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