Context
Codelab builds developer onboarding infrastructure for fast-growing engineering teams. With a lean GTM team and technical buyers, their sales process involved long cycles, high-value demos, and a need for follow-up clarity.
But by Q3 2024, internal systems were becoming the blocker.
Their AEs were bouncing between Notion, Slack, HubSpot, and Google Docs — often missing next steps or doubling work on manual recaps.
The Challenge
Inconsistent follow-ups
Manual pipeline tracking in spreadsheets
AE time spent on summaries & reminders
Zero visibility for RevOps and founders
Enter Hexa
Codelab moved to Hexa’s Growth Plan and implemented AI Copilot, deal timelines, and follow-up triggers across the entire sales org.
With one tool:
AEs could trigger AI-written follow-ups after every call
RevOps had clean visibility into stalled deals
Weekly pipeline reviews dropped from 2 hours to 40 minutes
Favorite Feature
“The AI call summaries were spot-on from day one. But the pipeline snapshots sealed the deal — now we coach in real-time, not retroactively.”
— Megan Chu, Head of Revenue
Outcome
Sales admin tasks dropped 63% in 60 days
Forecasting improved by over 2×
New reps onboarded in under 10 minutes
The sales team stopped using 3 other tools completely
