Coda for sales

When it comes to converting and retaining customers, your team has to be a well-oiled machine. Coda is the all-in-one doc that coordinates the moving pieces and keeps the sales engine humming.

standup notes

Take a peek inside.

Coda comes with a set of building blocks to help empower your sales team.

Align your calls, emails, and meetings with your biggest opportunities.


Stay proactive, and let your docs do all the status update nagging for you.


Click to add meeting notes, and send follow-up emails right from your doc.

A few of the 25,000+ teams that run on Coda.

Figma logo
The New York Times logo
Square logo
Robinhood logo
TED logo
BuzzFeed logo
Uber logo

Information is for closers.

Between account planning, lead-chasing, and feedback loops, priorities can get lost in the hustle. Coda docs unify information, so your team has the knowledge they need to win business and spot opportunities.
my project
Coda is simple enough to use that all the people in our org who are new to tech and knowledge management have taken to it like a charm.
Sr. Director of Growth

The tools you love work great in Coda.

With Packs and integrations via Zapier, you can connect your doc with the apps you already use. Keep all your meetings and recordings in on place with the Zoom Pack. Or have your doc schedule all your new hire onboarding sessions with one click via the Google Calendar Pack.

Choose from hundreds of Packs in our Gallery.

Coda is a leader in 10 different software categories thanks to our reviewers.

Come for strategic planning made easy. Stay for the flexibility of an all-in-one doc that does much more.
Enterprise 2022
S22 Leader Small Biz
S22 Enterprise High Performer
S22 Momentum Leader

Templates: Your running start.

You don’t have to start from scratch. Coda has a Gallery full of easy-to-use templates to help your team track and optimize the customer experience in one centralized place. Here are just a few:
Account Plan with Salesforce integration
How to manage Salesforce data, team documentation, and action items all in one place.
Business OS
Increase business by 76%¹ when using Coda as your CRM compared to using a traditional spreadsheet to track your clients, opportunities, and delivery.
Client Success Plan Template
How to create true alignment with your clients

Get started your way.

Ready to get your sales team on the same page with Coda?


How do sales teams use Coda?

Can you use Coda to track and visualize a sales pipeline?

Is Coda a sales productivity tool?