2024 Guide to Tool Consolidation in Coda

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2024 Guide to Tool Consolidation in Coda

Specialized apps

Replace siloed, single-use apps like OKR trackers, CRMs, and roadmap tools.

Coda vs. specialized apps.

Specialized, single-use apps quickly become another data silo that slows down your team and sucks your budget dry. With Coda, anyone on your team can build a doc as powerful as an app—using text, data, automations, integrations, and AI—so you can replace dozens of single-use tools without losing functionality you need.

Explore the examples below, or

browse our gallery⁠

for more ideas.

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 CRM seats and instead connect your CRM to Coda so your team has the data they need.

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The Ultimate Coda Handbook for Sales Teams What I've learned from working with 100s of sales teams & why they choose Coda. 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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Team hub Keep your team moving in lockstep––by organizing your team in one place. coda.io⁠

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Coda for OKRs.

Specialized OKR (Objective and Key Results) apps silo your plans from your day-to-day execution, leading to stale updates and forgotten initiatives.

See how Coda helped Pinterest⁠

nail their planning cycle or check out our handbook:

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The Ultimate Coda Handbook for Planning & OKRs What I learned about planning from 100s of teams and why they choose Coda. coda.io⁠

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Coda for meetings and 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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Loading coda.io⁠

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Coda for project management.

Track tasks in the same place as your strategy and execution, so you have a single source of truth for your projects.

Try it out with Gusto COO Lexi Reese’s playbook for managing high quality, on-time projects 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.

Rather than paying for niche, single-use roadmapping apps that are siloed from your day-to-day work, with Coda you can consolidate your roadmap with your OKRs, strategy, trackers, and execution.

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3. Planning, OKRs & Roadmaps · The Ultimate Coda Handbook for Product Teams One place for your whole planning process, that leads naturally to execution. 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

See the full list.

The power and flexibility of Coda means you can create docs to replace everything from your notes app to your CRM. Explore all the specialized apps you could replace with Coda below.

Apps: Replace with Coda