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HANDBOOK

The Ultimate Coda Handbook for Sales Teams

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

Brian Lederman

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
Sales Pipeline & Benchmark Calculator | MEDDIC Template
You 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 Template
Use this sales playbook template for sales reps to follow a specific process when selling to prospects.
SE Playbook
What it takes to become an amazing SE

Docs in Sales & customer success

docs
Copyable
Sales CRM
Win deals your way with a visual CRM to manage companies, contacts, and sales pipelines.
Google Calendar + Coda
Organize your time and meetings right inside a Coda doc with the Google Calendar pack.
Repeating Dates Calculator
Make sure repeated events land on the correct weekday
Content library
Content library
One doc to track (and draft) all of your content.
The Knowledgement Starter Kit: Wikis, knowledge bases, and knowledge hubs
A collection of free, time-saving templates for managing information.
Shishir's Color-What-Matters Calendar Guide
Why (& how) coloring your calendar can solve your time issues.
Flexible Invoice System
This is a template to illustrate how a Coda doc can become a light-weight invoicing system.
Blog & Social Media Scheduler
A powerful tool to re-schedule your evergreen content
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.
Account Plan Template
How Sales & Customer Success can stay aligned on shared customers
The Digital Agency Operating System
An agency-in-a-box to manage your business
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.
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.
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.
Small Business CRM and Project Tracker
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.
Managing Time like Money
Tracking Suppliers & Purchase Orders
This Coda doc allows you to tracks purchase orders to your suppliers.
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!
The Sales Team Starter Kit
Our guide to building success-driven docs that scale with your team.
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.
Personal CRM
A simple Coda doc to track interactions with important people in my life.
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.
The Conversational Support Funnel toolkit
Make efficient, personal support a reality with Intercom’s Conversational Support Funnel Toolkit.
Customer Feedback Hub
Track, analyze, and reply to customer feedback, all in one doc.
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 Physical Inventory
Track physical inventory whether you need to track bike rentals or book clubs.
Quickstart CRM
Track companies, people, and interactions across your team.
Account Plan Template
Bring all of your people, docs, spreadsheets, data and apps about your customers together in one place. Welcome to Coda.
Real Estate CRM with Integromat + ManyChat
A template that incorporates Integromat and the ManyChat messenger bot for a real estate scenario. You can edit this template for any CRM type of use case.