CODATUM Adopts AI Sales Support Platform 'Upflow' to Significantly Improve Sales Efficiency

Upflow, an AI-powered sales support platform provided by Upflow Inc. (Shibuya, Tokyo; CEO: Yuzo Shigematsu), has been adopted by CODATUM Inc. (Tokyo; CEO: Naoki Shibayama).

CODATUM is a data analysis SaaS company that spun off in October 2023 from an engineering team previously responsible for developing data analysis functions for KARTE at PLAID, Inc.

Following the official implementation of Upflow in April 2026, the company has achieved results including halving the time spent on internal sharing of sales activities and a drastic reduction in lost deals caused by lack of follow-up or unclear status.

Challenges Before Implementation - Sales teams relied on five separate tools—documents, CRM, meeting minutes, chat, and issue management—leading to frequent manual input and data entry work. - Despite intentions to share Voice of Customer (VoC) data internally, the priority remained low amidst daily sales duties, preventing customer feedback from reaching the organization effectively. - The sales playbook was not clearly defined or operationalized, leading to a lack of reproducibility in sales quality.

Reasons for Selection - A design that handles meeting minutes, case management, VoC, and playbooks in an integrated manner. - Transcription accuracy was on par with existing tools, ensuring a seamless migration. - Open availability of MCP and API from an early stage, making it highly compatible with an engineering-driven organization.

Results After Implementation - Time spent on internal information sharing and coordination related to sales meetings was halved. - Next actions for every sales meeting were clearly defined, leading to a significant decrease in deals lost due to lack of follow-up or unclear status. - Management and Product Managers began spontaneously accessing meeting status via chat notifications, bridging the gap between the product organization and sales teams. - Improved time allocation and conversation content via 'Live Assist,' which facilitated the codification of the sales playbook.

About Upflow Upflow is an AI sales support platform that analyzes meeting recordings and CRM data. It automatically transforms insights that were previously locked in individuals' minds into organizational assets. It records and transcribes meetings, structuring the content. By detecting risks invisible to standard CRM records, it helps eliminate unexpected lost deals.

Furthermore, during meetings, it contributes to improving sales quality through real-time conversation organization, activity support based on playbooks, and instant display of knowledge.

Key Features: - Sales Live Assist (real-time prompts for counter-arguments) - Sales Context Structuring (meeting minutes, decisions, next actions) - Playbook (suggestions for actions at each phase, AI-based checks) - VoC Function (automatic accumulation, tagging, and trend analysis of customer feedback) - Support features tailored for sales representatives, managers, and executives.