Start Guide

Welcome to Coherence - the 360° relationship workspace that connects email, meetings, tasks, and any data type your business tracks.

What is Coherence?

Coherence is a flexible workspace platform that adapts to how your business actually works. Instead of forcing you into rigid pipelines, Coherence lets you create any data structure you need and connects everything through email, calendar, and automation.

Key Features

• Custom Modules - Create any type of record: contacts, deals, projects, properties, orders, or anything else your business tracks
• Unified Email - Two-way sync with Gmail and Outlook, with automatic linking to your records
• Flexible Views - Tables, kanban boards, calendars, and lists - view your data any way you need
• Smart Automation - Trigger workflows based on record changes, send automated emails, and eliminate repetitive work
• AI-Powered - Automatic enrichment, smart suggestions, and thread summaries

Getting Started

1. Create Your Workspace

When you sign up, you'll create a workspace for your team. Choose a name that represents your organization.

2. Connect Your Email

Coherence works best when connected to your email. Link your Gmail or Outlook account to:

• See all email conversations in one place
• Automatically link emails to contacts and deals
• Send emails directly from any record

3. Set Up Your First Module

Coherence comes with starter modules like Contacts and Companies. You can customize these or create entirely new ones:

1. Navigate to Settings → Modules
2. Click Create Module
3. Choose a name and icon
4. Add the fields you need
5. Set up your views

4. Import Your Data

Bring in your existing data via CSV import or connect integrations to sync data automatically.

Next Steps

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Ready to dive deeper? Check out Core Concepts to understand how Coherence's architecture works.