G2

Greg Y.

Founder, Chief of Client Partnerships & Delivery

Mid-Market (51-1000 emp.)

2/26/2026

"Brought real consistency to how we manage client conversations"

5/5

What do you like best about Codia AI Deal Partner and Real-Time Sales Coach?

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.

What do you dislike about Codia AI Deal Partner and Real-Time Sales Coach?

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.

What problems is Codia AI Deal Partner and Real-Time Sales Coach solving and how is that benefiting you?

The core problem for us is deal visibility across a portfolio. When you have multiple people managing client relationships at different stages, you need a single source of truth for how each account is progressing — what's been promised, what's been discussed, what's still open. That context used to be scattered across Pipedrive entrees, meeting notes, and email threads that not everyone had visibility into. Now there's an actual thread running through every account that anyone on the team can pick up. That's the kind of operational consistency that's hard to build without the right tooling. Review collected by and hosted on G2.com.