Stop Managing Your Business
in Google Sheets
The Contact Management System built specifically for outdoor sales agencies — centralized, linked, and ready to grow with you.
See Packages & PricingSound familiar?
Most rep agencies are running on spreadsheets that were never designed for this. They break, they drift, and they can't talk to anything else.
Multiple spreadsheets, zero connection
Your accounts are in one file, contacts in another, brand info somewhere else entirely.
Constant manual updates
Every rep change, account add, or brand update means touching multiple files by hand.
Can't find anything fast
Looking up an account rep or a brand contact means digging through tabs and filters.
No room to grow
Spreadsheets hit their ceiling. You can't link them to sell-in tools, calendars, or reports.
One system. Everything connected.
Built on Coda — configured specifically for the way rep agencies operate.
Centralized Account Management
All your accounts in one place — assigned brands, contacts, and reps linked and searchable.
Brand Information Hub
Key brand details, reps, and notes at your fingertips — no more hunting across files.
Rep Assignments
Assign reps to specific accounts and brands with clear accountability across your team.
Full Contact Directory
Account contacts, brand reps, and internal team members — all in one searchable database.
Built to Expand
The CMS is your foundation. Add sales reporting, marketing calendars, and more as you grow.
Your Team Can Run It
Coda is intuitive. After onboarding, your reps can update and use it without hand-holding.
Find the right starting point
Every package includes the same powerful CMS template. The difference is how much we do for you upfront.
- Full CMS template
- 1 onboarding call (90 min)
- Migration of 1 brand's data
- Access to Coda's free & paid tiers
- You manage ongoing updates
- Full CMS template
- 2 setup & training calls
- Migration of up to 3 brands' data
- Access to Coda's free & paid tiers
- You manage ongoing updates
- Full CMS template
- Full onboarding (up to 4 calls)
- Migration of up to 6 brands' data
- Access to Coda's free & paid tiers
- 5 hours of post-launch support included
Need us to handle the updates for you?
Buy hours in advance and we'll take it off your plate. The more you buy, the more you save.
The CMS is just the beginning.
We work closely with you to identify what your agency needs — then build it.
Sales Reporting
Weekly or bi-weekly dashboards. We set it up and you update it, or we handle it with an hours bundle.
Marketing Calendar
Plan and track brand campaigns, product launches, and seasonal pushes — all linked to your accounts.
Sell-In Tools
Streamline your sell-in process with custom order and line review tools built for the way you present brands.
Custom Builds
Have something specific in mind? We collaborate with you to scope and build whatever your agency needs most.
How it works
Choose your package
Pick the tier that fits your agency size and how much you want us involved upfront.
We build & migrate
We configure your CMS, migrate your data, and set up your Coda workspace.
Onboarding call(s)
We walk your team through the system until everyone is comfortable.
You're live
Manage it yourself, or buy hours when you need us to handle updates.
Common questions
Do I need to know how to use Coda?
Not at all. We configure everything and walk you through it during onboarding. Most team members are comfortable within the first session.
What does Coda cost me separately?
Coda has a free tier that works for most small agencies. Paid plans start around $10/user/month. We'll help you figure out which tier you need.
Can this scale if I add more brands?
Yes. Adding brands, accounts, or reps is straightforward, and you can always purchase hours if you'd rather we handle it.
What if my agency has more than 6 brands?
Contact us and we'll build a custom quote. The tiers are just about how much data migration is included upfront.
Do the hours expire?
No. Hours don't expire and can be used for anything — data updates, adding modules, training team members, or building new tools.
What happens after the add-on modules launch?
Current customers get first access and preferential pricing. The CMS you buy today connects directly with whatever tools we add down the line.