2023 Guide to Tool Consolidation in Coda
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2023 Guide to Tool Consolidation in Coda
Coda's Tool Consolidation Handbook

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Specialized apps

OKRs, CRMs, spend analyzers, etc.

Coda vs. specialized apps

Specialized, single-use apps quickly become another data silo that slows down your team and sucks your budget dry. Coda can replace single-use apps from dozens of scenarios:

Coda for CRM

For SMBs and mid-market companies, Coda can replace your CRM with a simple, easy to use template. For larger enterprises, stop paying for read-only seats by connecting your CRM to Coda.
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CRM · The Sales Team Starter Kit
Manage your customer relationships and interactions.
coda.io
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Coda for Knowledge Management

Knowledge management apps go stale when siloed from your day-to-day. Consolidate your company’s knowledge base with your execution to keep answers up-to-date and easy to find.
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The Knowledgement Starter Kit: Wikis, knowledge bases, and knowledge hubs
A collection of free, time-saving templates for managing information.
coda.io
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Coda for OKRs

Specialized OKR apps silo your plans from your day-to-day execution, leading to stale updates and forgotten initiatives. OKR is one of Coda’s favorite use cases. See how we helped Pinterest nail their planning cycle.
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Pinterest’s Pyramid OKRs
How to avoid silos when setting goals at scale
coda.io
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Coda for Meetings/Presentations

Stop paying for glorified Q&A apps. Replace your audience engagement apps with a single link to present, crowdsource questions, and quiz your audience.
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Replace Slido with Coda. Audience engagement template.
Replace Slido with this meeting and presentation template from Coda.
coda.io
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Coda for Project Management

Track tasks in the same place as your strategy and execution. Stop paying for redundant project management tools; create a single source of truth for your projects.
Take Gusto COO Lexi Reese’s playbook for managing high quality, on-time project in Coda.
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Gusto's GusTools Playbook
Gusto’s COO Lexi Reese shares a toolkit of best practices for managing a high performing team.
coda.io
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Coda for Roadmapping

Stop paying for niche, single-use roadmapping apps when you can consolidate your roadmap with your OKRs, strategy, trackers, and execution.
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Product roadmap
Easily plan and get updates on all your feature launches.
coda.io
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What our customers say:

Coda empowers our team to create the tools we need to do just about anything.
It's the flexibility of the surface that we love: blending databases, wiki, visualizations, text editing, UX/UI, automations, and formulas all in one place.
— Matt Johnston, Head of Product Design and Research at Zoom

[Before Coda], our case study process was very manual. Somebody had to submit a Google Form, to have a sales person request a case study be built. Then that process was imported into Asana and the case study was finally put on our shared Google Drive and sales enablement system.
With Coda, integrations essentially automate steps that were not previously automated. Now the process is more efficient, and everyone can easy get insight into stakeholders, how we work with different teams, etc.
— Director of Global Marketing, Enterprise customer

Replace these apps—and more—with Coda.

CRM
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Knowledge Management
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Meetings and presentations
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OKRs and planning
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Profit.co
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Product Management
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Project management
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Sales enablement
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Surveys
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Ready to see how much your team can save? Try our interactive calculator.

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Open calculator
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