Coda doc by John Scrugham
CRM
Win deals your way with a visual CRM to manage companies, contacts, and sales pipelines.
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About this doc

Tracking our contacts in our email account and deal pipeline in a spreadsheet is fast, lightweight…and let’s be honest, total chaos. The solution? Sign up with a cloud CRM to give us structure in our new business pursuits. It felt better. We felt more in control. Until our day-to-day became clunky, slow, and using 10% of the functionality we were sold on. And it’s now sitting there, a heavy line item on our monthly bill.

Welcome to a fully-functioning CRM that you can customize to your own needs, easily. No need for hiring consultants or being a developer. Adding new pipeline statuses is simply adding a new row to a table. Deleting fields you don’t need is a right click or a drag and drop to hide. It’s like a spreadsheet - but everything is connected in the way it should.

  • With beautiful pipeline views, visual customer insights, and dashboards - you’ll love using a CRM that’s just right for you.
  • As simple as you run. As complex as your unique ways.
  • Sell your products, services, and ideas to a world that needs to hear what you have to say and give.

Meet John Scrugham

I love bringing new products & services to market. I’m a Product & Growth Strategist at Coda.

More docs from John →

Doc building blocks
John Scrugham built this doc in Coda using these building blocks. Copy this doc to add on or customize as you see fit.
Charts
Create a custom sales dashboard like pipeline by status or by close date.
People
It’s easy to notify and assign sales tasks to people on your team.
Buttons
Just click a button to add a new contact or company.
Formulas
Create dynamic headlines that change depending on your sales.
Coda is a new doc. It's kind of like Google docs meets Excel, except it can do magic tricks.
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CODA DOC BY JOHN SCRUGHAM
CRM
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