List of Codup Freshsales CPQ Customers
Houston, 77002, TX,
United States
Since 2010, our global team of researchers has been studying Codup Freshsales CPQ customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased Codup Freshsales CPQ for Configure Price Quote (CPQ) from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using Codup Freshsales CPQ for Configure Price Quote (CPQ) include: Dyson UK, a United Kingdom based Manufacturing organisation with 3500 employees and revenues of $1.20 billion, One Tree Planted, a United States based Non Profit organisation with 61 employees and revenues of $58.0 million, American Direct Funding, a United States based Banking and Financial Services organisation with 20 employees and revenues of $5.0 million and many others.
Contact us if you need a completed and verified list of companies using Codup Freshsales CPQ, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
The Codup Freshsales CPQ customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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American Direct Funding | Banking and Financial Services | 20 | $5M | United States | Codup | Codup Freshsales CPQ | Configure Price Quote (CPQ) | 2024 | n/a |
In 2024, American Direct Funding implemented Codup Freshsales CPQ, a Configure Price Quote (CPQ) application, to centralize web lead capture and CRM automation for its US based lending operations. The engagement focused on instrumenting the public website and Freshsales CRM to capture inbound loan inquiries as structured lead records and route them into sales workflows.
The deployment delivered multi step web lead forms and an automated Freshsales CRM integration that captures form responses, applies field level mapping, and creates lead and deal records to support lead to deal workflows. Codup Freshsales CPQ extended Freshsales CRM with quoting and document generation capabilities inferred from the engagement pattern, enabling automated quote creation and document assembly linked to CRM deal stages and templates.
Operational coverage targeted the lender sales and lending operations functions, with routing logic implemented to assign inquiries to appropriate users and queues and validation rules to reduce incomplete submissions. Governance changes included standardized form schemas and lead routing workflows to enforce data quality, and outcomes stated by the engagement included improved lead accuracy and conversion, streamlined lead capture, and elimination of manual CRM data entry.
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Dyson UK | Manufacturing | 3500 | $1.2B | United Kingdom | Codup | Codup Freshsales CPQ | Configure Price Quote (CPQ) | 2022 | n/a |
In 2022, Dyson UK implemented Codup Freshsales CPQ deploying Configure Price Quote (CPQ) capability within its Freshsales CRM environment. The project was delivered by Codup and targeted UK and EMEA operations, aligning CRM-driven quote and post-sale workflows with customer service touchpoints.
Codup developed custom Freshsales and Freshdesk/Freshservice applications for Dyson that included CRM-triggered SMS workflows and survey automation to improve customer feedback loops and agent handoffs. Functional workstreams included quote and document workflow support consistent with Codup Freshsales CPQ, CRM automation for customer interactions, and survey orchestration to capture post-sale feedback.
Integrations connected Freshsales CRM automation to Freshdesk or Freshservice ticketing flows, routing SMS notifications and survey triggers into support and sales queues across the UK and EMEA. Operational coverage focused on sales, customer service, and post-sales operations, with automation embedded into quote lifecycles and support case workflows to coordinate handoffs and follow-ups.
Governance changes emphasized standardized agent handoff procedures and the insertion of survey triggers into case and quote processes to ensure consistent follow-up. The integration increased CRM-driven automation for post-sale feedback and follow-ups.
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One Tree Planted | Non Profit | 61 | $58M | United States | Codup | Codup Freshsales CPQ | Configure Price Quote (CPQ) | 2025 | n/a |
In 2025, One Tree Planted implemented Codup Freshsales CPQ, a Configure Price Quote (CPQ) application to centralize donor management and order processing. Codup delivered the engagement to strengthen donor data capture and reporting across North America and globally.
The work emphasized Freshsales CRM configuration with CPQ-aligned document and quote generation capabilities, and Codup implemented automation to reduce manual entry. Functional scope included CRM record synchronization, automated order to donor mapping, and template based document generation where Freshsales CPQ features were applied.
Codup built a Shopify to Freshsales CRM integration to automate donor and order data flowing into the charity's CRM, consolidating transactional and donor attributes for fundraising use. Data flows were designed to populate contact records, gift orders, and reporting fields to enable centralized donor profiles.
Operational coverage focused on fundraising teams and reporting processes across the organization, improving CRM visibility for fundraising staff. The implementation reduced manual data entry and improved CRM visibility for fundraising teams, supporting more consistent donor management and organizational reporting.
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Buyer Intent: Companies Evaluating Codup Freshsales CPQ
- Adonis Textiles, a India based Manufacturing organization with 54 Employees
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