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Custom CRM

Model the way your business works.

Accounts, people, leads, and deals out of the box. Add your own modules, fields, views, and permissions for everything else, without code.

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Sound familiar? Not anymore.

A CRM built for someone else’s processModules and fields shaped around yours
Spreadsheets for everything the CRM can’t holdCustom modules for retainers, equipment, anything
Everyone sees everything, or no one doesRoles, permissions, and private records

1MODULES

Start with the basics. Add anything else.

Accounts, people, leads, projects, tasks, and cases come built in. Create a module for whatever else you track, in minutes.

2FIELDS

Fields for what you actually track.

More than 25 field types, from currency and dates to references, formulas, and rollups. Choose where each one shows and whether it’s required.

3VIEWS

Every team sees it their way.

List, board, calendar, or map, with saved filters for each team. Lay out the record page and forms the same way.

4IMPORT

Bring your data. Skip the retyping.

Import a spreadsheet and map its columns to your fields, including the modules you just made.

5PERMISSIONS

The right access for every role.

Roles inherit from each other, permissions go down to each module and action, and private records stay private. AI agents get a role too.

6THE WHOLE STORY

Every conversation on the record.

Email, calls, meetings, tasks, and automations land on the record’s timeline, so anyone can pick up where the last person left off.

A CRM that fits. And keeps fitting.

Custom modulesTrack anything, built in minutes. 25+ field typesCurrency, dates, tags, formulas, rollups, and more. ReferencesLink modules together, with related lists on every record. List, board, calendar, mapThe right view for each team and each job. Layouts and formsDesign the record page and the forms people fill in. ImportBring spreadsheets in and map them to your fields. Roles and permissionsInherited roles, module-level actions, private records. API and MCPWork with your data from code and from your AI tools.

Start where you are Grow from there.

PRODUCTFree CRMStart free with up to three users.Explore SOLUTIONSCoherence for OperationsRun projects, invoices, and reporting on the same records.Explore SOLUTIONSCoherence for SalesPut your model to work across the pipeline.Explore

Your business, modeled your way.

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Free plan · No credit card