CODATUM Adopts AI Sales Support Platform 'Upflow' to Significantly Improve Sales Efficiency
Upflow, a provider of the AI sales support platform of the same name, announced that CODATUM has implemented its solution. The adoption has halved internal time spent on sharing sales information and drastically reduced lost deals, enhancing the reproducibility and quality of the organization's sales activities.
📋 Article Processing Timeline
- 📰 Published: May 26, 2026 at 18:00
- 🔍 Collected: May 26, 2026 at 09:31
- 🤖 AI Analyzed: May 26, 2026 at 22:53 (13h 21m after Collected)
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.
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.
FAQ
Upflowを導入した株式会社CODATUMとはどのような企業ですか？
株式会社プレイドの100%子会社として、KARTEのデータ分析機能を開発していたエンジニアチームが2023年10月に分社化したデータ分析SaaS企業です。
株式会社CODATUMが抱えていた営業課題は何ですか？
営業ツールが5つに分断され作業が煩雑だったこと、商談中の顧客の声（VoC）が社内で共有しきれなかったこと、セールスプレイブックが言語化されておらず商談の質に再現性がなかったことが挙げられます。
Upflowの導入によってどのような成果が出ましたか？
商談に関する情報共有・調整時間が半分に短縮され、ネクストアクションが明確になったことで失注案件が激減しました。また、プロダクト組織と営業部門の距離が縮まり、セールスプレイブックの言語化も進みました。
Upflowはどのような機能を持つプラットフォームですか？
商談録画とCRMデータをAIで解析し、商談内容の構造化、リアルタイムの会話支援（ライブアシスト）、顧客の声の蓄積、プレイブックに沿った活動支援などを行うAI商談支援プラットフォームです。
CODATUMがUpflowを選んだ決め手は何ですか？
議事録・案件管理・VoC・プレイブックを一気通貫で扱える設計であること、既存議事録ツールと同等の高い文字起こし精度、そしてエンジニア組織が扱いやすいMCPやAPIが早期から公開されていた点です。