Sales & customer success

Docs, templates, and Packs to unify information, so your team has the knowledge they need to win business and spot opportunities.

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Relationship managementNote takingScheduling

HANDBOOK

The Ultimate Coda Handbook for Sales Teams

Connect your team, data, and processes with these Coda solutions.

Brian Lederman
Read the handbook

Manage your sales pipeline

Docs to help you track a buyer's journey.
Sales Funnel Tracking with Coda
Use this doc to track how long each deal sits in each stage of the pipeline
Evan Davies
Head of Solutions, Partnerships, Marketing, and Brand at Coda
Sales Pipeline & Benchmark Calculator | MEDDIC Template
You know your quota for the month, quarter, or year, now what?
Shannon Ong-Shepard

Get ahead with these playbooks

Document your team's best practices, tactics, and strategies.
PMA Sales Playbook Template
Use this sales playbook template for sales reps to follow a specific process when selling to prospects.
Product Marketing Alliance
Elevating product marketing at Product Marketing Alliance
SE Playbook
What it takes to become an amazing SE
John Scrugham
Head of Solutions Dev & GTM at Coda

Docs in Sales & customer success

docs
Copyable
Sales CRM
Win deals your way with a visual CRM to manage companies, contacts, and sales pipelines.
John Scrugham
Repeating Dates Calculator
Make sure repeated events land on the correct weekday
Ben Lee
Google Calendar + Coda
Organize your time and meetings right inside a Coda doc with the Google Calendar pack.
Coda templates
Content library
Content library
One doc to track (and draft) all of your content.
Coda templates
Shishir's Color-What-Matters Calendar Guide
Why (& how) coloring your calendar can solve your time issues.
Shishir Mehrotra
The Knowledgement Starter Kit: Wikis, knowledge bases, and knowledge hubs
A collection of free, time-saving templates for managing information.
Coda
Account Plan Template
How Sales & Customer Success can stay aligned on shared customers
Casey Roberts
Flexible Invoice System
This is a template to illustrate how a Coda doc can become a light-weight invoicing system.
Jaime Hwacinski
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.
Aislinn Treacy
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.
Al Chen
Small Business CRM and Project Tracker
Maria Marquis
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.
Jaime Hwacinski
Personal CRM
A simple Coda doc to track interactions with important people in my life.
Justin Hales
The Digital Agency Operating System
An agency-in-a-box to manage your business
Mohamed Hamad
Customer Feedback Hub
Track, analyze, and reply to customer feedback, all in one doc.
Justin Hales
Blog & Social Media Scheduler
A powerful tool to re-schedule your evergreen content
Glenn Jaume
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.
Product School
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.
Al Chen
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.
Oliver Heckmann
Tracking Suppliers & Purchase Orders
This Coda doc allows you to tracks purchase orders to your suppliers.
Justin Hales
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 with your Webflow data.
Leandro Zubrezki
The Sales Team Starter Kit
Our guide to building success-driven docs that scale with your team.
Coda
The Conversational Support Funnel toolkit
Make efficient, personal support a reality with Intercom’s Conversational Support Funnel Toolkit.
Zara Burke
Managing Time like Money
Matt Hudson
Tracking Physical Inventory
Track physical inventory whether you need to track bike rentals or book clubs.
Evan Davies
Track all your Packages (USPS, UPS & Fedex)
Track packages from USPS, UPS and Fedex all in one place
Glenn Jaume
Simple Personal CRM
If your memory isn't perfect, a simple CRM can help you keep track!
Lane Shackleton
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!
Raechel Timme
Customer Meeting Notes & Follow Ups
A customer meeting template to manage customer meeting notes and follow ups all in one place.
Al Chen
Automate the $*%! out of user research so it's not painful — and actually happens
Get user insights without the overhead. We built this process to stay close to users as we built Coda's Packs platform. With no dedicated researcher, we automated painful logistics and leveraged the team for insights — improving the product immensely.
Punit Shah