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.

Workflows

Good data deserves a next step.

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

Connect triggers, tasks, approvals, and handoffs in workflows that carry the customer context from one step to the next.

Start free Talk to sales

Automation16MC

New client onboarding

Module trigger · DealsStage changes to Won

Create project from templateClient website project

Request approvalMaya Chen

Enroll in SequenceNew client welcome

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AutomationSearch records, email, and more…⌘ K16MC

New client onboardingActiveTest runPublish

Module trigger · DealsWhen Stage changes to Won

Create project from templateClient website project

ConditionDeal value is over $10,000

Yes

Request approvalKickoff plan · Maya Chen

Module action · TasksCreate kickoff task for Sam Kim

Enroll in SequenceNew client welcome

Slack messagePost the win to #wins

StepRuns

Request approvalApproverMCMaya ChenWhat to approveKickoff plan for {{deal.name}}If no answer in2 daysThenRemind, then escalate

Sound familiar? Not anymore.

Handoffs that live in someone’s headEvery step written down and run the same way

Automations that act without a human checkApproval steps exactly where you want them

A different tool for every integration500+ apps and your records in one builder

1START

Start when something changes.

A record changes stage, someone books a meeting, content is approved, a schedule fires, or something happens in a connected app.

Start when…Search triggers and apps

Module triggerA record is created, updated, or changes stage

BookingSomeone books through a scheduling link

Document triggerA document is created or changes

Outreach triggerContent is approved or published

ScheduleEvery day, week, or month

Approval triggerSomeone approves or rejects a request

App triggerSomething happens in one of 500+ connected apps

2DESCRIBE IT

Describe it. Nash drafts it.

Tell Nash what should happen and it drafts the workflow, validates it, and leaves it for you to review and publish.

Meet Nash

Home16MC

Chat

When an invoice goes overdue, give the assignee a call task, then ask me before a reminder.Worked with 3 tools

Drafted and validated. It’s off until you publish it.

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HomeSearch records, email, and more…⌘ K16MC

ChatConnected

When an invoice goes overdue and it’s over $1,000, give the assignee a call task. If it’s still unpaid in 3 days, ask me before sending a reminder.

Worked with 3 tools

Drafted workflow5 stepsValidatedNo issuesSaved as draftAutomation

Your workflow is drafted and validated. It’s off until you publish it. Want to test it on INV-1041 first?

Ask Nash anything, or /context to choose context…

Nash ▾Account default ▾

Overdue invoice follow-upEdits save automatically

Module trigger · InvoicesWhen Status changes to Overdue

ConditionBalance due is over $1,000

Module action · TasksCreate a call task for the assignee

DelayWait 3 days

Request approvalSend a reminder from the account owner

3APPROVALS

A human check exactly where it matters.

Add an approval step before anything sensitive. The approver sees the request with the record attached, and the flow waits for their answer.

Approvals16MC

Inbox · 3 waiting

Nash requests · External emailWaitingSend follow-up to Dana ReyesAlder & Pine Dental · DealFrom Maya’s mailbox · “Hi Dana, I’ve moved online booking into phase one…”RejectEditApprove

Nash requests · Social postWaitingPublish LinkedIn postFieldwork Studio brand“Three things we learned building booking for two-office practices…”RejectEditApprove

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ApprovalsSearch records, email, and more…⌘ K16MC

InboxAll ApprovalsRules

Nash requests · External emailWaitingSend follow-up to Dana ReyesAlder & Pine Dental · DealFrom Maya’s mailbox · “Hi Dana, I’ve moved online booking into phase one…”RejectEditApprove

Nash requests · Social postWaitingPublish LinkedIn postFieldwork Studio brand“Three things we learned building booking for two-office practices…”RejectEditApprove

Nash requests · Record updateWaitingUpdate 4 deal stagesPipelineProposal → Negotiation for Tidewater, Harbor Vets, and 2 moreRejectEditApprove

Rules

Research and enrichAutomaticCreate tasks and draftsAutomaticUpdate recordsAsk firstSend external emailAsk firstPublish social postsAsk first

4500+ APPS

Your other tools, in the same flow.

Connect to 500+ apps, from Gmail and Slack to Stripe and Google Sheets, or call any API with an HTTP step.

Apps & integrations

GGmail

GGoogle Calendar

GGoogle Sheets

MMicrosoft Outlook

MMicrosoft Teams

SSlack

SStripe

ZZoom

HHubSpot

SSalesforce

CCalendly

TTypeform

NNotion

AAirtable

SShopify

XXero

AAsana

TTrello

WWhatsApp Business

TTwilio

DDocusign

DDropbox

WWebflow

WWordPress

+ 480 more

5RUNS

See every run, step by step.

Every run is logged with what happened at each step, so you can see what ran, what is waiting, and why.

Automation16MC

AName≡Status

New client onboardingActive

Website lead routingActive

Proposal follow-upActive

Support triageActive

Overdue invoice remindersActive

Weekly pipeline digestActive

Review request after launchPaused

Renewal remindersActive

Contract signed → kickoffActive

HomeTasksDashboardCollabCommsPlaybooksWebCRMProjectsMore

AutomationSearch records, email, and more…⌘ K16MC

Create flow

Show flowsAll teams12Sales4Support3Operations5

12 flows

ANameOwner≡StatusLast run123Runs

New client onboardingMaya ChenActiveRunning now128

Website lead routingRavi SinghActive4 min ago1,042

Proposal follow-upMaya ChenActive22 min ago316

Support triageSam KimActive1 hr ago2,210

Overdue invoice remindersSam KimActiveToday 8:0087

Weekly pipeline digestRavi SinghActiveMon 9:0041

Review request after launchMaya ChenPausedOct 223

Renewal remindersRavi SinghActiveOct 158

Contract signed → kickoffRavi SinghActiveSep 3019

12 rowsSelect cellsFind…

New client onboardingRun #128 · now

Deal moved to WonTriggerCreated onboarding project0.3sAssigned kickoff to Maya Chen0.2sNash drafted the welcome email4.1sWaiting for Maya’s approvalWaitingSend the first invoiceNext

Everything a workflow needs. Built in.

TriggersRecord changes, bookings, documents, outreach, schedules, apps. ConditionsBranch on any field the record has. DelaysWait minutes, hours, or days between steps. ApprovalsPause until a person approves or rejects. Project templatesSpin up a full project when a deal is won. SequencesEnroll people in timed follow-ups. Portal invitesInvite customers to their portal automatically. 500+ apps and HTTPGmail, Slack, Stripe, Sheets, or any API.

Keep going Across the platform.

PLATFORMMeet NashThe teammate that drafts and runs the work.Explore SOLUTIONSCoherence for OperationsOnboarding, projects, and invoicing on autopilot.Explore PLATFORMApps & integrationsConnect the tools you rely on.Explore

Keep the momentum. Carry the context.

Start free

Free plan · No credit card