Agency Client Delivery
Complete client management system for marketing, creative, and development agencies
Ideal For
Included Modules
Pre-configured objects with fields, relationships, and views ready to use.
Clients
Client companies with contract details, billing info, and relationship history
Projects
Individual projects with scope, timeline, and budget tracking
Deliverables
Tasks and assets produced for each project
Retainers
Recurring monthly work agreements
Pre-Built Views
Saved filters and layouts to see your data the way you need it.
Active Projects
All in-progress projects grouped by client
Deliverables This Week
Tasks due in the next 7 days
Client Health Dashboard
Overview of all clients with status indicators
Retainer Utilization
Hours used vs. allocated per retainer
Built-In Automations
Workflows that run automatically based on triggers you define.
When: Project created
Then: Create standard deliverable checklist based on project type
When: Deliverable marked complete
Then: Notify project owner, update project progress
When: Retainer renewal approaching (14 days)
Then: Create renewal task, notify account manager
Install in Minutes
Blueprint Packs install directly into your Coherence workspace. Customize fields, adjust automations, and start using immediately. Your existing data stays intact.