Simple, transparent pricing.
Start free and scale as your team grows. No hidden fees. Cancel anytime.
Free
$0For getting startedStart for Free- 3 users
- 50 shared AI credits/mo
- 2,500 records
- Team chat & mentions
Starter
$12per user / monthFor small teamsStart Starter- Up to 10 users
- 500 AI credits/mo
- Scheduled playbooks
- 25,000 records
Pro
$29per user / monthFor growing teamsStart Pro- Up to 25 users
- 2,500 AI credits/mo
- Scheduled playbooks + Personal Nash
- 100,000 records
- Customer invoicing
Team
$79per user / monthFor larger organizations10-seat minimumContact Sales- Up to 100 users
- 10,000 AI credits/mo
- Scheduled playbooks
- 500,000 records
- Customer invoicing
All paid plans include a 7-day free trial. No credit card required.
AI CREDITS
One currency for every AI feature.
Every AI action in Coherence — copilot queries, agent tasks, playbook runs, content generation — uses credits from your monthly allowance. Each plan includes credits to get started, and paid plans can go beyond with pay-as-you-go overage and configurable spending limits.
Copilot & Agents
AI sidebar, autonomous agents, smart suggestions, search — all powered by credits.
Nash
Scheduled playbook runs — on the schedule you set, your AI checks the evidence and does the work only when it is there.
Spending control
Set monthly spending limits on overage. Hard limits pause AI; soft limits notify you.
COMPARE PLANS
Compare all features.
See exactly what’s included in each plan. Hover or focus the help icon beside a feature for details.
| Feature | Free$0 | Starter$12/user/mo | Pro$29/user/mo | Team$79/user/mo10 seat min |
|---|---|---|---|---|
| Customer invoicing | ||||
| Account-linked invoices & PDFsCreate invoices with line items, purchase order numbers, terms, discounts, and manually entered tax rates. View related invoices from Accounts. | Not included | Not included | Included | Included |
| Email, customer links & remindersSend customer links with PDF downloads and enable overdue reminders. Customers do not need a Coherence login. | Not included | Not included | Included | Included |
| Offline & partial payment trackingManually record checks, wires, and bank transfers, including partial payments. Stripe is not required; bank-feed reconciliation is not included. | Not included | Not included | Included | Included |
| Optional Stripe card paymentsRequires Stripe setup and completed business verification. Payments go directly to your connected Stripe account. Stripe processing fees apply; Coherence adds no transaction fee. | Not included | Not included | Included | Included |
| Customer service | ||||
| Shared InboxManage team mailboxes with assignment, internal notes, and collaborative replies. | Not included | Not included | Included | Included |
| Case managementPortal or staff intake, configurable fields and Create Forms, related records, and shared activity. | Not included | Not included | Included | Included |
| Knowledge articlesDedicated bases and collections with review, publication, revision history, and article audiences. | Not included | Not included | Included | Included |
| Knowledge-backed repliesSelect published articles and review suggestions with source references. AI generation requires a configured provider. | Not included | Not included | Included | Included |
| PortalsMultiple branded portals for customers, vendors, partners, or employees, with logins linked to People. | Not included | Not included | Included | Included |
| Public or login-required KnowledgeChoose whether visitors can browse public articles or must sign in. Article audience rules still apply. | Not included | Not included | Included | Included |
| AI & Nash | ||||
| AI credits includedAI credits are the universal currency for all AI features. Every AI action — copilot queries, agent tasks, playbook runs, content generation — consumes credits from your monthly allowance. | 50/mo | 500/mo | 2,500/mo | 10,000/mo |
| Credit overage (pay-as-you-go)When you exceed your included credits, additional usage is billed at a low per-credit rate. Set spending limits to control costs. | Not included | Included | Included | Included |
| AI spending limitsSet a monthly cap on AI overage spending. Choose between hard limits (pause AI features) or soft limits (get notified but keep going). | Not included | Included | Included | Included |
| Copilot (AI sidebar)AI assistant sidebar that helps with record creation, data lookup, writing, and analysis across your entire workspace. | Included | Included | Included | Included |
| AI AgentsAI team members that can research the public web, enrich and organize CRM records, create content, and complete tasks through currently available tools. Create as many as you need — agents draw on your shared AI credit pool, so you pay for usage, not per agent. | Unlimited | Unlimited | Unlimited | Unlimited |
| Agent scheduled tasksSet agents to automatically run tasks on a schedule — daily check-ins, weekly reports, or recurring account research. | Not included | 5/mo | 50/mo | Unlimited |
| Agent skillsSpecialized capabilities you can add to agents — CRM tools, public-web research, document creation, structured analysis, and more. | Not included | 3 | 20 | Unlimited |
| Scheduled playbooksRecurring agent work that wakes on the schedule you set or when records change, checks its evidence rules against your real data, and acts only when they pass. Run any playbook on demand with Run now. | Not included | Included | Included | Included |
| Personal NashEach team member sets their own focus areas for Nash, with memories private to them. | Not included | Not included | Included | Included |
| Thread summariesAI-generated summaries of long email threads so you can catch up quickly. | Limited | Included | Included | Included |
| Smart suggestionsAI-powered recommendations for next actions, follow-ups, and data entry. | Included | Included | Included | Included |
| AI searchSearch your CRM using natural language questions instead of filters. | Included | Included | Included | Included |
| Writing assistanceAI helps draft emails, notes, and responses with context from your CRM data. | Included | Included | Included | Included |
| Auto-created tasksAI automatically extracts action items from emails and conversations and creates tasks. | Not included | Not included | Included | Included |
| Voice inputDictate notes, queries, and commands using voice with automatic transcription. | Not included | Included | Included | Included |
| Advanced AI modelsAccess to premium AI models like Claude Opus and GPT-5 for higher-quality responses. Free plans use efficient models (Haiku, GPT-5-mini). | Not included | Not included | Included | Included |
| Agent approval workflowsRequire human approval before agents take sensitive actions such as modifying records or acting through connected tools. | Not included | Not included | Included | Included |
| Core CRM | ||||
| People & AccountsManage all your relationships: customers, contacts, vendors, employees in People; and customers, partners, vendors, subsidiaries in Accounts. | Included | Included | Included | Included |
| Deals & PipelineTrack opportunities through customizable sales stages with visual pipeline management. | Included | Included | Included | Included |
| Activity timelineSee a chronological view of all interactions, emails, meetings, and notes for any record. | Included | Included | Included | Included |
| NotesAdd rich text notes to any record to capture important context and information. | Included | Included | Included | Included |
| AttachmentsUpload and attach files, documents, and images directly to records. | Not included | Included | Included | Included |
| 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 across all modules. | 2,500 | 25,000 | 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. | Included | Included | Included | Included |
| Calendar viewsSee date-based records on a calendar for scheduling and timeline visibility. | Not included | Included | Included | Included |
| Map viewsVisualize location-based records on an interactive map. | Not included | Included | Included | Included |
| Timeline viewsSee records plotted on a horizontal timeline for project planning and deadlines. | Not included | Included | Included | Included |
| Graph viewsVisualize relationships between records as an interactive network graph. | Not included | Included | Included | Included |
| Formula fieldsCreate calculated fields that automatically compute values based on other fields. | Not included | Included | Included | Included |
| Linked recordsConnect records across modules to build relationships (e.g., link contacts to companies). | Included | Included | Included | Included |
| Rollup fieldsAggregate data from linked records (sum, count, average) into a single field. | Not included | Not included | Included | Included |
| 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. | Included | Included | Included | Included |
| Email templatesSave and reuse email templates with merge fields for faster outreach. | 5 | 10 | 50 | 100 |
| Email trackingKnow when recipients open your emails and click on links. | Not included | Not included | Included | Included |
| Email sequencesAutomate multi-step email follow-up campaigns with personalized timing. | Not included | Not included | Included | Included |
| Outreach | ||||
| AI content generationGenerate social media posts, articles, and marketing content with AI. | Not included | Not included | Included | Included |
| Brand profilesDefine brand voice, tone, and guidelines for consistent AI-generated content. | Not included | Not included | Included | Included |
| Content pillarsOrganize content themes and topics for structured content strategy. | Not included | Not included | Included | Included |
| Content queueReview and approve AI-generated content before publishing. | Not included | Not included | Included | Included |
| Social listeningMonitor social conversations for engagement opportunities and brand mentions. | Not included | Not included | Included | Included |
| Multi-platform publishingPublish content to LinkedIn, X (Twitter), and other platforms from one place. | Not included | Not included | Included | Included |
| Media libraryStore and manage images, videos, and other media assets for content creation. | Not included | Not included | Included | Included |
| Outreach knowledge sourcesUpload documents and sources for AI to reference when generating content. | Not included | Not included | Included | Included |
| Automations | ||||
| WorkflowsAutomate repetitive tasks with if-this-then-that rules and multi-step sequences. | Not included | 5 | 25 | 100 |
| Triggers & actionsStart workflows when records change, dates pass, or specific events occur. | Not included | Included | Included | Included |
| Conditional logicAdd if/else branches to workflows based on record data or conditions. | Not included | Not included | Included | Included |
| Scheduled automationsRun workflows on a schedule (daily, weekly) for batch operations. | Not included | Not included | Included | Included |
| Lead routingAutomatically assign leads to team members based on rules and availability. | Not included | Not included | Included | Included |
| Reporting & Analytics | ||||
| Basic reportsPre-built reports for pipeline, activity, and performance metrics. | Included | Included | Included | Included |
| Custom dashboardsBuild your own dashboards with charts, metrics, and live data widgets. | Not included | 2 | 5 | 25 |
| Pipeline reportsAnalyze deal flow, conversion rates, and sales velocity across stages. | Not included | Included | Included | Included |
| Activity metricsTrack team activity: emails sent, meetings held, tasks completed. | Not included | Included | Included | Included |
| Scheduled reportsAutomatically send reports to your inbox on a recurring schedule. | Not included | Not included | Included | Included |
| Export to CSV/PDFExport your data and reports for offline analysis or sharing. | Included | Included | Included | Included |
| Collaboration | ||||
| UsersTeam members who can access your Coherence workspace. | 3 | 10 | 25 | 100 |
| @mentionsTag teammates in notes and comments to notify them and request input. | Included | Included | Included | Included |
| Sharing controlsControl which records are visible to which team members. | Not included | Included | Included | Included |
| Private recordsMark records as private so only you (or selected users) can see them. | Not included | Included | Included | Included |
| TeamsOrganize users into teams for easier permissions and record assignment. | Not included | Not included | Included | Included |
| Role-based permissionsDefine custom roles with specific permissions for modules, fields, and actions. | Not included | Not included | Included | Included |
| Team chatReal-time messaging with channels, threads, and AI agent integration. Chat directly with your team and AI agents. | Included | Included | Included | Included |
| Integrations | ||||
| Gmail / OutlookConnect your email for two-way sync and automatic contact linking. | Included | Included | Included | Included |
| Google / Microsoft CalendarSync calendar events to see meetings on contact and deal timelines. | Included | Included | Included | Included |
| WebhooksOn the roadmap for Pro and Team. Until then, poll the REST API activity and records endpoints for changes. | Not included | Not included | Roadmap | Roadmap |
| REST APIRead and write records, fields, views, search, and activity with a workspace API key. OpenAPI spec and MCP server included. | Included | Included | Included | Included |
| Custom integrationsWork with our team to build bespoke integrations for your specific tools. | Not included | Not included | Not included | Included |
| Security & Administration | ||||
| Two-factor authenticationAdd an extra layer of security with 2FA via authenticator app. | Included | Included | Included | Included |
| SSO / SAMLSingle sign-on with your identity provider (Okta, Microsoft Entra ID, etc.) is on the roadmap for Team plans. Two-factor authentication is available today on every plan. | Not included | Not included | Not included | Roadmap |
| Audit logsTrack who did what and when with detailed activity logs for compliance. | Not included | Not included | Not included | Included |
| Data retention policiesSet automatic data retention and deletion rules for compliance. | Not included | Not included | Not included | Included |
| SLA guaranteeGuaranteed uptime with service level agreement and priority incident response. | Not included | Not included | Not included | Included |
| Marketplace | ||||
| Industry starter packsPre-built templates with modules, fields, and views for your industry. | Available for purchase | Included | Included | Included |
| Support | ||||
| Community supportAccess to our community forum, knowledge base, and documentation. | Included | Included | Included | Included |
| Email supportDirect email support from our customer success team. | Not included | Included | Included | Included |
| Priority supportFaster response times and escalation paths for urgent issues. | Not included | Not included | Included | Included |
QUESTIONS
Frequently asked questions.
Which plans include customer invoicing?
Pro and Team include customer invoices, PDFs, customer links, reminders, and offline or partial payment tracking. Free and Starter do not include invoicing. Your team also needs the appropriate invoice permissions. This is separate from how you pay for your Coherence subscription.
Do I need Stripe to invoice my customers?
No. You can send invoices with your own check, wire, or bank-transfer instructions and record payments manually. Optional card payments require Stripe setup and verification. Stripe processing fees apply; Coherence adds no transaction fee. Current setup creates a Stripe account for your business; linking an existing Stripe account is not yet supported.
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 7-day free trial with access to the selected plan’s features. No credit card required.
What are AI credits and how do they work?
AI credits are the universal currency for all AI features in Coherence. Every AI action — copilot queries, agent tasks, playbook runs, content generation — consumes credits. Each plan includes a monthly allowance (50 to 10,000 credits). On paid plans, you can go beyond your allowance with pay-as-you-go overage and set spending limits to control costs.
What happens when I run out of AI credits?
On the Free plan, AI features pause until the next billing cycle. On paid plans, you can enable overage billing to keep using AI beyond your included credits at a low per-credit rate. Set a hard spending limit to pause AI at a specific dollar amount, or a soft limit to get notified without interruption.
Who is Nash?
Nash is your flagship AI agent. Recurring work runs as scheduled playbooks: each one wakes on the schedule you set or when records change, checks its evidence rules against your data, and — when they pass — completes work through currently available tools (such as CRM updates, content, and public-web research). Scheduled playbooks are included on Starter, Pro, and Team; Pro and Team also give each team member a personal Nash with their own focus areas and private memories.
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 audit logs, data retention policies, 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.
How can I pay for my Coherence subscription?
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 using industry-standard encryption. We're hosted on SOC 2 certified infrastructure. Team plans include additional security features like audit logs and data retention policies.
What are Industry Starter Packs?
Industry packs are pre-built templates with custom modules, fields, views, and default role permissions 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.