The meeting prep alone is worth it. As a founder you're across everything - product, customers, investors - and finding 30 minutes to dig through old notes before a customer call just isn't realistic. Codia surfaces everything I need in seconds: previous interactions, where the deal stands, what came up last time. I walk in knowing everything without having to carve out time I don't have. The follow-up is just as good - right after a call it's already helping me capture what happened and what's next. It fits into how I actually work, which is rare for these kinds of tools. Review collected by and hosted on G2.com.

Still early days, so there are rough edges here and there. I'd love to see more customization in how the prep briefs are structured because sometimes I want to surface different things depending on the type of meeting. But honestly the team is super responsive and things are improving fast, so I'm not too worried about it. Review collected by and hosted on G2.com.

We run a pretty structured client partnerships operation — discovery processes, defined stages, multiple people touching the same accounts at different points. The problem was always consistency. Not everyone shows up to a client call with the same level of context, and that can show. What Codia does is standardize that baseline. Everyone on the team can see the account history, where the deal sits, what was covered last time. It's less about saving one person time and more about making sure the whole team can operate from the same playbook. Review collected by and hosted on G2.com.

Right now I'm doing more manual work than I'd like to keep things organized across accounts so I’d say the admin side still has some gaps. I'd love to see more automation around things like logging what happened post-call, syncing back to our CRM without extra steps, or surfacing action items in a structured way. The less manual cleanup after a meeting the better. But the team is clearly heads down building, so I treat these more as roadmap request items. Review collected by and hosted on G2.com.