Simple, transparent pricing
Start free and scale as your team grows. No hidden fees. Cancel anytime.
Free
$0
For individuals
Starter
$12/user/month
For small teams
Team
$79/user/month
For larger organizations
10 seat minimum
All paid plans include a 14-day free trial. No credit card required.
Compare all features
See exactly what's included in each plan. Hover over for details.
Free $0 | Starter $12/user/mo | Pro $29/user/mo | Team $79/user/mo 10 seat min | |
|---|---|---|---|---|
| Core CRM | ||||
| People & AccountsManage all your relationships: customers, contacts, vendors, employees in People; and customers, partners, vendors, subsidiaries in Accounts. | ||||
| Deals & PipelineTrack opportunities through customizable sales stages with visual pipeline management. | ||||
| Activity timelineSee a chronological view of all interactions, emails, meetings, and notes for any record. | ||||
| NotesAdd rich text notes to any record to capture important context and information. | ||||
| AttachmentsUpload and attach files, documents, and images directly to records. | ||||
| Custom fieldsCreate your own fields (text, number, date, dropdown, etc.) to capture data specific to your business. | 10 per module | 25 per module | 50 per module | 100 per module |
| RecordsTotal number of records (contacts, companies, deals, custom objects) you can store. | 500 | 10,000 | 100,000 | 500,000 |
| Custom Data Model | ||||
| Custom modulesCreate your own record types beyond contacts and deals—like projects, tickets, or inventory. | 3 | 10 | 50 | 100 |
| Custom views per moduleSave filtered and sorted views of your data for quick access to specific record sets. | 3 | 10 | 25 | 50 |
| Kanban boardsDrag-and-drop board view to visualize records across stages or categories. | ||||
| Calendar viewsSee date-based records on a calendar for scheduling and timeline visibility. | ||||
| Map viewsVisualize location-based records on an interactive map. | ||||
| Timeline viewsSee records plotted on a horizontal timeline for project planning and deadlines. | ||||
| Graph viewsVisualize relationships between records as an interactive network graph. | ||||
| Formula fieldsCreate calculated fields that automatically compute values based on other fields. | ||||
| Linked recordsConnect records across modules to build relationships (e.g., link contacts to companies). | ||||
| Rollup fieldsAggregate data from linked records (sum, count, average) into a single field. | ||||
| Email & Communications | ||||
| Email syncTwo-way sync with Gmail or Outlook. Emails appear on contact timelines automatically. | 1 account | 2 accounts | 5 accounts | 10 accounts |
| Calendar syncSync your calendar to see meetings on contact timelines and get scheduling context. | 1 account | 2 accounts | 5 accounts | 10 accounts |
| One-click contact captureCreate contacts instantly from email signatures with a single click. | ||||
| Email templatesSave and reuse email templates with merge fields for faster outreach. | 5 | 10 | 50 | 100 |
| Shared inboxesManage team inboxes (like support@ or sales@) with shared visibility and assignment. | ||||
| Email trackingKnow when recipients open your emails and click on links. | ||||
| Email sequencesAutomate multi-step email follow-up campaigns with personalized timing. | ||||
| AI Features | ||||
| Thread summariesAI-generated summaries of long email threads so you can catch up quickly. | Limited | |||
| Smart suggestionsAI-powered recommendations for next actions, follow-ups, and data entry. | 25/mo | 100/mo | 500/mo | 2,000/mo |
| AI searchSearch your CRM using natural language questions instead of filters. | 25/mo | 100/mo | 500/mo | 2,000/mo |
| Auto-created tasksAI automatically extracts action items from emails and creates tasks. | ||||
| Writing assistanceAI helps draft emails, notes, and responses with context from your CRM. | ||||
| Automations | ||||
| WorkflowsAutomate repetitive tasks with if-this-then-that rules and multi-step sequences. | 5 | 25 | 100 | |
| Triggers & actionsStart workflows when records change, dates pass, or specific events occur. | ||||
| Conditional logicAdd if/else branches to workflows based on record data or conditions. | ||||
| Scheduled automationsRun workflows on a schedule (daily, weekly) for batch operations. | ||||
| Lead routingAutomatically assign leads to team members based on rules and availability. | ||||
| Workflow templatesPre-built automation templates for common use cases to get started quickly. | ||||
| Reporting & Analytics | ||||
| Basic reportsPre-built reports for pipeline, activity, and performance metrics. | ||||
| Custom dashboardsBuild your own dashboards with charts, metrics, and live data widgets. | 2 | 5 | 25 | |
| Pipeline reportsAnalyze deal flow, conversion rates, and sales velocity across stages. | ||||
| Activity metricsTrack team activity: emails sent, meetings held, tasks completed. | ||||
| Scheduled reportsAutomatically send reports to your inbox on a recurring schedule. | ||||
| Export to CSV/PDFExport your data and reports for offline analysis or sharing. | ||||
| Collaboration | ||||
| UsersTeam members who can access your Coherence workspace. | 1 | 3 | 25 | 100 |
| @mentionsTag teammates in notes and comments to notify them and request input. | ||||
| Sharing controlsControl which records are visible to which team members. | ||||
| Private recordsMark records as private so only you (or selected users) can see them. | ||||
| TeamsOrganize users into teams for easier permissions and record assignment. | ||||
| Role-based permissionsDefine custom roles with specific permissions for modules, fields, and actions. | ||||
| Integrations | ||||
| Gmail / OutlookConnect your email for two-way sync and automatic contact linking. | ||||
| Google / Microsoft CalendarSync calendar events to see meetings on contact and deal timelines. | ||||
| WebhooksSend real-time data to external systems when events occur in Coherence. | Soon | Soon | ||
| REST APIProgrammatic access to read and write data for custom integrations. | Soon | Soon | ||
| Custom integrationsWork with our team to build bespoke integrations for your specific tools. | ||||
| Security & Administration | ||||
| Two-factor authenticationAdd an extra layer of security with 2FA via authenticator app or SMS. | ||||
| SSO / SAMLSingle sign-on integration with your identity provider (Okta, Azure AD, etc.). | ||||
| Audit logsTrack who did what and when with detailed activity logs for compliance. | ||||
| Data retention policiesSet automatic data retention and deletion rules for compliance. | ||||
| Custom data residencyChoose where your data is stored (US, EU, or other regions). | ||||
| SLA guaranteeGuaranteed uptime with service level agreement and priority incident response. | ||||
| Marketplace | ||||
| Industry starter packsPre-built templates with modules, fields, and workflows for your industry. | Available for purchase | Included | Included | Included |
| Support | ||||
| Community supportAccess to our community forum, knowledge base, and documentation. | ||||
| Email supportDirect email support from our customer success team. | ||||
| Priority supportFaster response times and escalation paths for urgent issues. | ||||
Frequently Asked Questions
Can I switch plans later?
Yes! You can upgrade or downgrade at any time. Changes take effect immediately and are prorated.
Is there a free trial for paid plans?
Yes, all paid plans include a 14-day free trial with full access to all features. No credit card required.
What happens when I reach my record limit?
We'll let you know when you're approaching your limit. You can upgrade to a higher plan for more records, or archive older records to stay within your limit.
What's the 10 seat minimum on the Team plan?
The Team plan is designed for larger organizations and requires a minimum of 10 paid seats. This ensures you get access to enterprise features like SSO, audit logs, and dedicated support.
Can I import my data from another CRM?
Absolutely. We have built-in import tools for Salesforce, HubSpot, Pipedrive, and CSV files. Our team can also help with custom migrations.
What payment methods do you accept?
We accept all major credit cards. For annual Team plans, we also offer invoicing with NET 30 terms.
Is my data secure?
Yes. All data is encrypted at rest and in transit. We're SOC 2 Type II certified and GDPR compliant. Team plans include additional security features like SSO and audit logs.
What are Industry Starter Packs?
Industry packs are pre-built templates with custom modules, fields, views, and workflows tailored for specific industries like agencies, consultants, and real estate. Free tier users can purchase them individually; paid plans include them at no extra cost.