HANDBOOK
The Ultimate Coda Handbook for Sales Teams
Connect your team, data, and processes with these Coda solutions.

Brian Lederman
Templates to evolve your sales productivity

Sales team hub
A one-stop shop for everything related to your sales team, projects, and processes.
Account hub
A single source of truth for all your sales team’s account planning.
CRM
Your central relationship hub. Move your best opportunities forward by organizing all in one place. 
Mutual action plan
Improve the buying experience and keep everyone aligned throughout the process.Manage your sales pipeline
Docs to help you track a buyer's journey.
Get ahead with these playbooks
Document your team's best practices, tactics, and strategies.
Docs in Sales & customer success
docs
CopyableGoogle Calendar + Coda
Organize your time and meetings right inside a Coda doc with the Google Calendar pack.Shishir's Color-What-Matters Calendar Guide
Why (& how) coloring your calendar can solve your time issues. The Knowledgement Starter Kit: Wikis, knowledge bases, and knowledge hubs
A collection of free, time-saving templates for managing information.Flexible Invoice System
This is a template to illustrate how a Coda doc can become a light-weight invoicing system.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.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.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.Tracking Suppliers & Purchase Orders
This Coda doc allows you to tracks purchase orders to your suppliers. 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.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.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!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.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.Tracking Physical Inventory
Track physical inventory whether you need to track bike rentals or book clubs.Vendor Scorecard for Inventory Management
Track the performance of the vendors you're purchasing from to better estimate everything from lead times to damage rates.