Codia
Codia is a San Francisco-based SaaS company that sells an AI Revenue Operating System for enterprise B2B sales teams, unifying account research, live meeting coaching, automated follow-ups, deal rooms, CRM updates, CPQ, and deal Q&A across the full deal lifecycle.
- Company typePrivate
- Founded2024
- HeadquartersSan Francisco, United States
- Headcount1–10
- GTM typeB2B
- OfferingSoftware
What Codia does
Codia, operating as Codia AI Inc., is a Delaware-incorporated, San Francisco-based software company founded in 2024 that markets itself as an AI Revenue Operating System for enterprise B2B sales organizations. The platform unifies seven modules — Account Research, Live Meeting Assistant, Automated Follow-ups, Deal Rooms, Automated CRM Updates, CPQ, and Ask Codia — covering the deal lifecycle from pre-meeting preparation through quoting, approval routing, and post-sale handoffs. Underlying technology relies on natural language processing, speech transcription, generative AI, predictive analytics, and process automation layered over third-party foundation models from OpenAI and Anthropic, with a stated zero-training-data policy and isolated Docker container architecture for customer data isolation.
The product integrates natively with Salesforce, HubSpot, Slack, Zoom, Microsoft Teams, Google Meet, Gmail, Outlook, Google Calendar, and Snowflake, and is delivered via a web application and a macOS ARM64 desktop app, with an API (api.codia.io) exposing CPQ and webhook functionality. Codia sells through a hybrid go-to-market: a product-led growth motion with a free trial and 15-minute setup, paired with enterprise field sales that issues Order Forms and Master Subscription Agreements with multi-stakeholder approval routing (Finance, RevOps, CTO). Pricing is quote-based on annual subscriptions; SOC 2 Type II and GDPR compliance are positioned as enterprise procurement enablers. Named customers on the company's website include Microsoft, Uber, OpenAI, Zoom, CrowdStrike, Instabase, Sprig, StartupSoft, and Medsien, though no deal sizes or revenue contribution are disclosed.
Operationally, the company is small (1-10 employees) with no disclosed funding rounds or institutional investors identified in the available materials, and serves a global market primarily from the United States. Its reported outcome metrics — 15% higher win rates, 25% faster deal cycles, 8+ hours saved per AE per week, 100% CRM fill rate, 3X faster onboarding, and 85% playbook adoption — are framed as customer results rather than independently verified benchmarks.
Codia firmographics
Firmographics- Name
- Codia
- Legal name
- Codia AI Inc.
- Website
- https://usecodia.com
- Company type
- Private
- Founded year
- 2024
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- Codia is a San Francisco-based SaaS company that sells an AI Revenue Operating System for enterprise B2B sales teams, unifying account research, live meeting coaching, automated follow-ups, deal rooms, CRM updates, CPQ, and deal Q&A across the full deal lifecycle.
- Ownership category
- akta.pro rank
Codia industry classification
Industry- Product category
- AI Sales Intelligence / Revenue Operating System
- NAICS
- Software Publishers (513210)
- SIC
- Services-Prepackaged Software (7372)
- akta.pro primary industry
- B2B SaaS & Enterprise Personalization (CRM, Sales, Support) (HDAAAGAJ)
- akta.pro secondary industry
- iBPMS (Intelligent BPM Suites) & Process Automation Suites (HDAEAHAG)
Keywords
Where Codia is headquartered
LocationHeadquarters
- HQ city
- San Francisco
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Codia business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Technology or R&D, Personnel, Infrastructure, Marketing or Sales, Operations
Revenue model
- SaaS Subscription: Software-as-a-service platform with seat-based subscription model. Business customers purchase seats for authorized users (employees, contractors, agents). Enterprise customers sign Order Forms and Master Subscription Agreements. Supports usage-based pricing elements through CPQ with API usage tracking.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Enterprise Revenue Teams - full platform access |
Go-to-market motion2 records
Distribution channels3 records
Marketing channels4 records
Codia product offering
Product offeringCore offering
Codia sells an AI-powered Revenue Operating System (SaaS) that automates the entire B2B sales deal cycle. Its seven integrated modules — Account Research, Live Meeting Assistant, Automated Follow-ups, Deal Rooms, Automated CRM Updates, CPQ, and Ask Codia — provide account briefings, real-time call coaching, personalized email drafting, branded buyer spaces, automatic CRM logging, AI-driven quote generation with approval routing, and natural-language deal Q&A. The platform is sold to enterprise revenue teams via subscription with a free trial self-serve entry point.
Product overview
Codia is an AI-powered Revenue Operating System designed as a unified platform for enterprise B2B sales teams. The platform consists of seven integrated modules: Account Research (for account briefings and stakeholder insights), Live Meeting Assistant (for real-time call coaching), Automated Follow-ups (for personalized email drafting), Deal Rooms (for branded buyer spaces with engagement tracking), Automated CRM Updates (for auto-logging and field population), CPQ (for quote and order form generation with approval routing), and Ask Codia (for natural language deal Q&A). These modules work together across the entire deal lifecycle from lead to close, with continuous account memory and deep business knowledge integration.
Differentiator
Problem solved
Functional benefit
Products and services
- Codia AI Revenue Operating System Unified AI-powered Revenue Operating System sold as a subscription to enterprise B2B sales teams, bundling Account Research, Live Meeting Assistant, Automated Follow-ups, Deal Rooms, Automated CRM Updates, CPQ, and Ask Codia into a single platform that automates the deal cycle from account briefing to quote-to-close.
- Account Research
Quantifiable outcome
- 15% higher win rates
- +7 more outcomes
Companies that use Codia
Customer profileNamed customers9 records
Segments4 records
Ideal customer profiles3 records
Codia technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- Yes
- API docs
- API detail
Core technology
AI maturity
App detail
Integration12 records
AI capability12 records
Feature8 records
Codia partnerships and signals
Strategic signalPartnerships
13 partnerships are on record, tiered core and supporting.
- SlackcoreNative integration with Slack for workflow connectivity. Enables deal intelligence and collaboration within Slack channels used by sales teams.
- Gmail (Google)coreIntegration with Gmail for email workflow connectivity. Codia accesses email metadata for meeting briefs and generates follow-up emails.
- HubSpotcoreNative CRM integration with HubSpot. Syncs deal intelligence, activity logging, and field population (MEDDPICC, BANT) to HubSpot CRM.
- SalesforcecoreNative CRM integration with Salesforce. Full bidirectional sync for deal notes, pipeline data, activity logging, and forecast updates.
- ZoomcoreLive meeting assistant integration with Zoom for real-time coaching during video calls. Supports call recording, transcription, and analysis.
- Microsoft TeamscoreLive meeting assistant integration with Microsoft Teams. Real-time coaching during Teams meetings with the same capabilities as Zoom integration.
- Google MeetcoreLive meeting assistant integration with Google Meet. Real-time coaching and deal intelligence during Meet video conferences.
- Google CalendarcoreCalendar integration for meeting context and preparation briefs. Accesses calendar metadata to generate meeting preparation materials.
- Microsoft OutlookcoreEmail integration with Outlook for workflow connectivity and follow-up generation.
- SnowflakesupportingData platform integration for potential data warehousing and analytics connectivity.
- LinkedInsupportingProfessional network integration for stakeholder insights and account research enrichment.
- AnthropicsupportingAI model provider integration for powering Codia's AI capabilities. Anthropic Claude models used for conversation analysis and generation.
- OpenAIsupportingAI model provider integration for Codia's AI capabilities including GPT models for conversation analysis and deal intelligence.
Scale indicators8 records
Recent moves6 records
Expansion highlights5 records
Codia competitors and assessment
Company assessmentDirect peers
- Outreach: Sales execution/engagement platform covering sequencing, deal management, and sales workflows — overlapping with Codia's deal room, follow-up, and CRM automation capabilities.
- Clari: Revenue platform focused on forecasting, pipeline visibility, and deal inspection — closely comparable to Codia's pipeline triage, risk recommendations, and leader visibility claims.
- Salesloft: Sales engagement platform with cadences, calls, and deal management; competes with Codia across the deal cycle, particularly around follow-up and CRM sync.
- Apollo.io: All-in-one sales intelligence and engagement platform combining prospecting data with outreach automation; overlaps with Codia's account research and multi-channel execution.
- Gong: Revenue intelligence platform providing conversation analytics, deal insights, and sales coaching — directly comparable to Codia's Account Research, Live Meeting Assistant, and Ask Codia modules.
- Chorus.ai (ZoomInfo): Conversation intelligence and meeting analysis for sales teams; competes directly with Codia's Live Meeting Assistant and follow-up automation features.
Broad incumbents
- ZoomInfo: Large B2B go-to-market intelligence platform with Chorus.ai conversation intelligence; broader scope than Codia but overlapping on account research, contact data, and pipeline acceleration.
- HubSpot Sales Hub: CRM-anchored sales suite with sequences, quotes, and conversation tools; overlaps with Codia's CPQ, CRM updates, and deal-room capabilities within HubSpot's broader ecosystem.
- Salesforce Sales Cloud + Einstein: Enterprise CRM with embedded AI (Einstein) for forecasting, conversation intelligence, and deal insights; competes at the platform layer where Codia aims to displace multiple point tools.
Emerging players
- 6sense: Account intelligence and intent data platform for ABM; comparable to Codia's account research and stakeholder insights, with stronger data-side moats but narrower deal-cycle coverage.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat4 records
Key risks6 records
Key highlights6 records
Customer concentration
Codia compliance and trust
Trust signalCompliance2 records
Codia financial estimates
Financial estimateRevenue estimate
Valuation estimate
Codia leadership team
Management profileNumber of profiles
Codia funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Codia M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Codia
What does Codia do?
Codia sells an AI-powered Revenue Operating System (SaaS) that automates the entire B2B sales deal cycle. Its seven integrated modules — Account Research, Live Meeting Assistant, Automated Follow-ups, Deal Rooms, Automated CRM Updates, CPQ, and Ask Codia — provide account briefings, real-time call coaching, personalized email drafting, branded buyer spaces, automatic CRM logging, AI-driven quote generation with approval routing, and natural-language deal Q&A. The platform is sold to enterprise revenue teams via subscription with a free trial self-serve entry point.
Is Codia a public or private company?
Codia is a private company. It is classified as unknown and is currently operating.
When was Codia founded?
Codia was founded in 2024. It employs 1 to 10 people.
Where is Codia based?
Codia is headquartered in San Francisco, United States, in the North America region.
How does Codia make money?
One revenue line is on record: saaS Subscription.
Who are Codia's main competitors?
Direct peers on record are Outreach, Clari, Salesloft, Apollo.io, Gong and Chorus.ai (ZoomInfo). Broad incumbents are ZoomInfo, HubSpot Sales Hub and Salesforce Sales Cloud + Einstein. 6sense is listed as an emerging player.
Does Codia have an API?
Yes. Codia provides API access through its CPQ module, enabling programmatic quote building, order form generation, and approval routing. The API supports natural language quote building trained on pricing and packaging rules, configurable product catalog access, and webhook-based integrations for API key provisioning and webhook registration. API is available at api.codia.io.
What industry is Codia in?
Codia's product category is AI Sales Intelligence / Revenue Operating System. Its primary akta.pro industry code is HDAAAGAJ, B2B SaaS & Enterprise Personalization (CRM, Sales, Support), with a secondary code of HDAEAHAG, iBPMS (Intelligent BPM Suites) & Process Automation Suites. Its NAICS code is 513210 and its SIC code is 7372.