HANDBOOK
The Ultimate Coda Handbook for Sales Teams
Connect your team, data, and processes with these Coda solutions.
Brian Lederman
Templates to evolve your sales productivity
Sales team hub
A one-stop shop for everything related to your sales team, projects, and processes.
Account hub
A single source of truth for all your sales team’s account planning.
CRM
Your central relationship hub. Move your best opportunities forward by organizing all in one place. 
Mutual action plan
Improve the buying experience and keep everyone aligned throughout the process.Manage your sales pipeline
Docs to help you track a buyer's journey.
Get ahead with these playbooks
Document your team's best practices, tactics, and strategies.
Packs to get your numbers up and to the right
Bring all of the tools your team loves into one place.
Enterprise$30
Salesforce
By Coda
Two-Way Sync (Beta)
Connect the world's #1 CRM platform with Coda.
Pro$5
Gmail
By Coda
See and send emails from your doc by connecting to Google.
Pro$5
Google Contacts
By Coda
See and update your contacts from doc.
Pro$5
Shopify
By Coda
Manage products, customers, and orders.
Team$10
QuickBooks
By Leandro Zubrezki
Two-Way Sync (Beta)
Manage your QuickBooks Online companies from your docs.
Free
Calendly
By Punit Shah
Sync your Calendly links and scheduled events
Docs in Sales & customer success
docs
CopyableGoogle Calendar + Coda
Organize your time and meetings right inside a Coda doc with the Google Calendar pack.
The Knowledgement Starter Kit: Wikis, knowledge bases, and knowledge hubs
A collection of free, time-saving templates for managing information.
Analyze your time with Google Calendar
This is a template to illustrate how a Coda doc can become a powerful way to understand how you spend your time.
Shishir's Color-What-Matters Calendar Guide
Why (& how) coloring your calendar can solve your time issues. 
Product Launch Template: The 8 proven tools to execute a flawless product launch
Copy this template certified by Product School to plan and execute successful product launches.
Flexible Invoice System
This is a template to illustrate how a Coda doc can become a light-weight invoicing system.Hackathon Innovation Ritual: How we grow our best ideas
Hackathon is one of our most sacred rituals at Coda, and we’re excited to give you a behind-the-scenes look, plus a template so you can run your own Hackathon.
All-in-one to-do list and Google Calendar
An all-in-one solution that merges your to-do list with your Google Calendar events. No more going to a separate to-do list and calendar.
Webflow Pack: Start Here
The Webflow Pack is here to give you more flexibility while working with the Webflow CMS, enabling all the power of Coda.
Personal CRM with Texting
This personal CRM template lets you stay in touch with friends and colleagues. Easily add people and interactions with the click of a button.Intercom's R&D Hub
Intercom's R&D roadmap and goals were stuck in disconnected spreadsheets and documents. So Aislinn built a Coda doc to keep R&D, Sales, and Marketing on the same page.
Tracking Suppliers & Purchase Orders
This Coda doc allows you to tracks purchase orders to your suppliers. The Customer-First Toolkit: How I meet 500+ customers a year as a CEO
The tools, templates, and rituals you need to become a human-first leader.
Shopify + Coda Starter Kit
Sync data between Shopify and Coda with the click of a button. Add products, edit prices, process orders, all from your Coda doc.
Wedding Planning Template
This wedding planning template can be your all-in-one, 100% customizable tool to plan your wedding. Forget all the separate spreadsheets, docs, to-do lists, and photo boards. Bring it all together and stay organized in just the way you want in Coda!
Account Plan Template
Bring all of your people, docs, spreadsheets, data and apps about your customers together in one place. Welcome to Coda.
