Sales & customer success
Docs, templates, and Packs to unify information, so your team has the knowledge they need to win business and spot opportunities.
Manage your sales pipeline
Docs to help you track a buyer's journey.
Sales Funnel Tracking with CodaUse this doc to track how long each deal sits in each stage of the pipeline
Sales Pipeline & Benchmark Calculator | MEDDIC TemplateYou know your quota for the month, quarter, or year, now what?
Get ahead with these playbooks
Document your team's best practices, tactics, and strategies.
PMA Sales Playbook TemplateUse this sales playbook template for sales reps to follow a specific process when selling to prospects.
SE PlaybookWhat it takes to become an amazing SE
Docs in Sales & customer success
Managing Time like Money
Sales CRMWin deals your way with a visual CRM to manage companies, contacts, and sales pipelines.
Google Calendar + CodaOrganize your time and meetings right inside a Coda doc with the Google Calendar pack.
Shishir's Color-What-Matters Calendar GuideWhy (& how) coloring your calendar can solve your time issues.
Analyze your time with Google CalendarThis is a template to illustrate how a Coda doc can become a powerful way to understand how you spend your time.
The Knowledgement Starter Kit: Wikis, knowledge bases, and knowledge hubsA collection of free, time-saving templates for managing information.
Blog & Social Media SchedulerA powerful tool to re-schedule your evergreen content
The Digital Agency Operating SystemAn agency-in-a-box to manage your business
Content libraryOne doc to track (and draft) all of your content.
Repeating Dates CalculatorMake sure repeated events land on the correct weekday
Webflow Pack: Start HereThe Webflow Pack is here to give you more flexibility while working with the Webflow CMS, enabling all the power of Coda.
Product Launch Template: The 8 proven tools to execute a flawless product launchCopy this template certified by Product School to plan and execute successful product launches.
The Sales Team Starter KitOur guide to building success-driven docs that scale with your team.
Account Plan TemplateBring all of your people, docs, spreadsheets, data and apps about your customers together in one place. Welcome to Coda.
All-in-one to-do list and Google CalendarAn 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.
Hackathon Innovation Ritual: How we grow our best ideasHackathon 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.
Account Plan TemplateHow Sales & Customer Success can stay aligned on shared customers
Flexible Invoice SystemThis is a template to illustrate how a Coda doc can become a light-weight invoicing system.
Small Business CRM and Project Tracker
Intercom's R&D HubIntercom'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.
The Customer-First Toolkit: How I meet 500+ customers a year as a CEOThe tools, templates, and rituals you need to become a human-first leader.
Personal CRMA simple Coda doc to track interactions with important people in my life.
Customer Feedback HubTrack, analyze, and reply to customer feedback, all in one doc.
The Conversational Support Funnel toolkitMake efficient, personal support a reality with Intercom’s Conversational Support Funnel Toolkit.
Personal CRM with TextingThis personal CRM template lets you stay in touch with friends and colleagues. Easily add people and interactions with the click of a button.
Tracking Suppliers & Purchase OrdersThis Coda doc allows you to tracks purchase orders to your suppliers.
Automate the $*%! out of user research so it's not painful — and actually happensGet 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.
Tracking Physical InventoryTrack physical inventory whether you need to track bike rentals or book clubs.
Simple Personal CRMIf your memory isn't perfect, a simple CRM can help you keep track!
Wedding Planning TemplateThis 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!