B2B sales teams, account executives and the people who run sales enablement — especially companies with a large library of approved decks, case studies and product material, and teams that must be able to show where every claim came from. Pro is for one person; Enterprise is for a whole team, with CRM logging, Slack and Teams, and single sign-on.

Can Coadie search through lots of existing content and build a deck automatically?

Yes. Everything your team uploads is indexed automatically and searched by meaning. A rep describes the customer and the meeting, and Coadie picks the slides that answer it from across the whole library and drafts the deck in about two minutes.

Which tools does Coadie connect to?

Salesforce, HubSpot, Slack, Microsoft Teams, Google Drive, SharePoint, Highspot, Gong, Apollo and YouTube. AI assistants such as Claude, ChatGPT, Cursor and Gemini connect through Coadie's MCP server (the Model Context Protocol), and so can any other assistant that supports MCP. Slack, Microsoft Teams, Salesforce and HubSpot are Enterprise features.

How is Coadie different from ChatGPT, Claude or Gamma?

Coadie is built for B2B sales teams selling complex, technical products and services: account executives, sales engineers, solutions consultants and the enablement team behind them. It works from the library those teams already have (product sheets, case studies, technical drawings, past proposals), builds each customer’s deck in your company’s style with every claim traced to its source, and on Enterprise writes what the customer read back to the opportunity in Salesforce or HubSpot. See the side-by-side comparison →

What gets written back to the CRM?

On Enterprise: one entry on the opportunity for every visit — who read it, how many slides they saw, how long they spent, whether they read to the end and which visit it was, with a line for each slide they reached and the time on it. A task in Salesforce, a note in HubSpot.

SafariFileEditViewHistoryBookmarksWindowHelp Mon 26 Oct 9:41

9:41

app.coadie.ca

CCoadie — New web page×

CCoadie for Acme Inc.×

CoadieHomeLibraryWeb pagesDecksLJ

Who is your next page for?

Who is it for, and what should it show?Build web page →

Coadie looks them up first: the web, your CRM, your calls and buying signals.

Building Acme’s page

Coadie reads first, then writes. Every fact shows where it came from.

✓WWebLooked up Acme Inc.acme.com, annual report, newsroom

✓SSalesforceRead the Acme opportunityStage, contacts and the last activity

✓GGongRead 2 calls with JackWhat he asked and what worried him

✓66senseChecked Acme’s buying signalsTopics Acme is researching this month

✓LLibraryPicked from your library11 of 38 files fit Acme

✓Wrote 5 tabs in your website’s voiceReady to send

Open the pageReady to send

What Coadie found

Acme plans to bring its sales teams onto one platform this year.

WWebAcme annual report, strategy section

Opportunity “Acme · sales content” is in Discovery. Jack Donaghy, VP Sales, is the main contact.

SSalesforceOpportunity record, updated yesterday

“Our reps can’t find the right deck, so they build their own.”

GGongJack Donaghy, call with Liz, 21 October, 14:32

Acme is researching “sales content management” and “customer engagement”.

66senseBuying signals, this month

Computer ✓Phone ✓

For youHow it worksBefore & afterSee it in actionNext step

Coadiefor Acme Inc.

For youHow it worksBefore & afterSee it in actionNext step

Prepared for Jack Donaghy · Acme Inc.

Follow-ups your customers actually read.

From Liz Jordan, Coadie · 26 October 2026

What we noticed

Three things we heard and read about Acme, and how Coadie helps with each.

WAcme annual report

Acme is bringing its sales teams onto one platform this year.

How Coadie helps

One library for every deck, PDF and story, read page by page, so every rep starts from the same approved content.

GYour call with Liz

Reps can’t find the right deck, so they build their own.

How Coadie helps

Type who the page is for. Coadie finds the right slides, stories and videos in your library and builds the page in minutes.

6Buying signals

You’re looking at how customers engage before you forecast.

How Coadie helps

Every page reports what each reader opened and for how long, straight to the Salesforce opportunity.

“

Our reps can’t find the right deck, so they build their own. Then nobody knows if the customer read it.

GGongJack Donaghy, VP Sales, Acme Inc. · call with Liz, 21 October

Next: How it works →

From a call to a page, in six steps

What Coadie does for each of Acme’s sellers. Point at a card to turn it over.

Know the account

The company’s site, filings and news, and the person you’re meeting.

Turn over

Every fact shows its source

An old or doubtful page is marked “not sure” and steers nothing.

Read your CRM and calls

The Salesforce opportunity, your Gong calls and 6sense buying signals.

Turn over

Their words, not guesses

A quote from a call reaches the page only when the seller ticks it.

Pick from your library

The slides, stories and videos that fit this customer, from your approved content.

Turn over

Your words are kept

Anything a person wrote is never rewritten by the AI.

Write the page

Tabs written for one customer, in your website’s voice and your brand.

Turn over

In your brand

Your fonts, colours and pictures, so it looks like you made it.

Send one link

Stop sending PDFs. Send an interactive web page by email, LinkedIn or text.

Turn over

No attachment to ignore

The page opens on any phone or computer.

See what they read

Which tabs, how long, and who else opened it.

Turn over

Straight to Salesforce

On the opportunity about half an hour after they stop reading.

1–3 of 6‹›

A follow-up, before and after

Switch to see what changes for Acme’s sellers.

TodayWith Coadie

An email and a PDF“Great speaking today, attached is our overview.”

Built from scratchThe rep searches folders, then rebuilds the deck.

SilenceNo idea whether it was read, or by whom.

A page made for JackHis problems, your answers, one clear next step.

Built from your libraryApproved slides, stories and videos, found for him.

You see the readingTabs read, time spent, new readers, in Salesforce.

Does Jack need an account?

No. He opens the link in any browser, on a computer or a phone.

Where does the content come from?

Only from Acme’s own research and your approved library. Every fact shows its source; nothing is made up.

Can we still send a deck?

Yes. The same story can be a deck in your theme, as PowerPoint or PDF.

See it in action

The real app, in 90 seconds. Pick a chapter.

Coadie in 90 secondsCoadie · 1:27

0:00 / 1:27

1Type who it’s for0:08

2Coadie looks them up0:26

3The page is built0:48

4See what they read1:09

This weekOne page, one live dealWe build a page for a real Acme opportunity, together.

Next weekSend it and read it backJack’s team sends it; we read the report in Salesforce together.

ThenEvery rep, every follow-upRoll it out to the team, with your library and your look.

Next step

A 30-minute walkthrough for Acme’s sales team

We’ll build one page for a real Acme account, together, and send it.

Book a meeting with Liz Liz Jordan · Account Executive, Coadie

app.coadie.ca

CCoadie nowJack Donaghy read all 5 tabs, watched the film and clicked “Book a meeting with Liz”. Logged on the Acme opportunity in Salesforce.

The Right content for the right moment

Works with

Salesforce
HubSpot
Slack
Microsoft Teams
Google Drive
SharePoint
Highspot
Gong
Apollo
YouTube
Claude
ChatGPT
Cursor
Gemini

The problem

Your content is everywhere, but ...

You can’t find it

Your sales content is made everywhere: buying signals in 6sense, phone conversations in Gong, emails and CRM data in Salesforce. The right slide, customer story or case study is in someone’s folder, so people spend hours researching and finding data.

Your customers are getting so many emails every day.

You have a great product, but you can’t seem to get your customers interested. They get dozens of emails like yours a week. The attachment waits, or gets opened on a phone where nobody can read a slide.

Nothing comes back

You get a reply or silence. You can’t tell whether they read it, which part landed or who else saw it, and none of it reaches your CRM.

Web pages

A page for every customer, built in minutes and made yours.

Describe it

Type who the page is for and what it should show. Coadie looks them up: their website, filings and news, your CRM, your calls and buying signals.

About a minute of research

Coadie builds it

Tabs written for that one customer from your approved library, in your website’s voice and your brand: their problems, your answers, customer stories and videos, one clear next step.

Every fact shows its source

Make it yours

Click any section and ask for a change, or type your own words; Coadie never rewrites them. Add pictures, videos, a calculator, a button to your site or “Book a meeting”.

Your words always win

Don’t tell it, show it

Coadie finds the content, videos, stories and pictures in your library that fit the story and puts them in the page. No more searching for content or matching it up.

1 / 4YouTube and videos

Video

Coadie finds the right videos in your library and puts them in the page for you. Nobody goes searching or pasting links.

Picked to fit the customer’s industry and what the page is about
Customer videos start at the second they say the line
Your recordings can’t be downloaded, and you can still add a YouTube or Vimeo link yourself

2 / 4Your live demo, inside the page

Product demo

Your customer clicks through your product in their own time, without a call or a login.

Storylane, Navattic, Arcade or your own HTML demo
Runs in its own sealed box, away from the page and your customer’s details
See what they clicked and how long they stayed, on the CRM record

3 / 4White papers and customer stories

Proof

Coadie picks the customer stories that match this customer and links each line to the white paper it came from.

Stories from your library, matched by industry
“Learn more” opens the white paper or file behind a line
Every open is counted

PDF

▶ 1:42a customer, in their own video

4 / 4Images and photos from your library, and many more

Pictures and more

Coadie brings in pictures from your own files and website. Add anything else from your library, or free photos from Unsplash and Pexels.

GIFs from Giphy and moving Lottie drawings
Charts of your real numbers and side-by-side tables
Moving headlines and backgrounds, and buttons that link, book or jump to a tab

GIF

Coadie in 90 seconds.

Zero tags to set up. Upload your content and Coadie reads every page for you.

The gap

The moment you hit send, the deal goes dark.

Once the proposal goes out, nobody can see what happens next.

Day 0Proposal sentDiscovery notes, call recordings and stakeholder map all in the CRM.

Did they open it?Which page did the CFO reread?Who did they forward it to?

Day 14“Just checking in…”The rep follows up blind. The forecast still says “Proposal”.

No one sees what the customer goes back to.

Data room activity never reaches the opportunity.

What matters to the customer lives outside the CRM.

CRM sync Enterprise

What the customer read, back on the opportunity.

Who read it, how far they got and how long they stayed on each slide, on the Salesforce or HubSpot opportunity.

OpportunityAcme Corp — Field ops rollout

Proposal

Coadie activity

Dana Ruiz read Field ops proposal9 of 12 slides · 6 min · read to the end · visit 3
Someone new read Field ops proposal4 of 12 slides · 2 min · phone · America/Chicago
Marcus Lee read Field ops proposal2 of 12 slides · 40 s · not read to the end

Time on each slide — Dana’s visit

Payback period · 2 min 40 sFirst-year ROI model · 1 min 55 sBrightline case study · 1 min 10 s

One entry per visit · written a few minutes after they stop reading

Engagement on the record.

New readers, flagged.

Every slide, timed.

One source of truth, kept true.

Why not the tools you already have?

You already have Copilot, chat AI and a shared drive. Here’s what they don’t do.

Question	Copilot in PowerPoint	Chat AI ChatGPT, Claude, Gemini	A shared drive SharePoint, Google Drive	Coadie
Where it starts	Only the individual files you feed it	Its training, plus whatever you paste in	You search, open decks and copy slides by hand	Your whole library, searched by meaning — no need to know which file
Will it make up a number?	It can — you check every figure yourself	It can — a figure, a customer or a quote that sounds right	No, but nothing says which copy is current	Never. Figures come only from your brief, answers or library
Your look	Companies can set up their own brands and themes	Only what you describe, each time	Whatever the deck you copied had	Learns your fonts, layouts and deck order on its own
After you send it	No view of which slides they read	Nothing — the chat ends there	No view of which slides they read	Which slides they opened, and for how long
CRM sync	Doesn’t log what the customer read	Doesn’t log anything	Doesn’t log what the customer read	Who read which slides, and for how long, on the Salesforce or HubSpot opportunity (Enterprise)

Copilot checked against Microsoft’s published plans on 13 October 2026. Microsoft is adding more of this, and we recheck it.

Talk to us

We’ll set up your workspace and show you a first deck built from your own material, with every line traced.