The CRM that takes the shape of your business

Model your own objects and fields, let email and calendar fill in the pipeline, and ask anything about your customers. Modal is the CRM your team will actually keep up to date.

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  • Free for up to 3 seats
  • Set up in an afternoon
  • Import from HubSpot or Salesforce

Trusted by 4,000+ fast-moving teams

Data model

Built around your business. Not the other way round. Objects, fields and relationships in minutes, no admin needed.

Custom objects. Companies, people and deals come standard. Add investors, partners, workspaces or anything else you track.

Every kind of field. Statuses, currencies, ratings, relationships and AI fields that fill themselves in.

Relationships that make sense. Link any record to any other and see the whole account at a glance.

Switch in an afternoon. Bring your records, history and custom fields from HubSpot, Salesforce or a CSV.

Inbox sync

Live from day one. Connect your inbox and calendar, and Modal builds the rest.

Every thread on the right record. Modal matches emails to people, companies and deals, and creates contacts you haven't met yet.

Know who to ask for the intro. Connection strength shows who on your team knows a contact best, from real emails and meetings.

  • Emails, on the record

    Threads attach to the right people, companies and deals, both ways.

  • Meetings, logged

    Every call lands on the timeline with notes, attendees and next steps.

  • Connection strength

    See who on your team knows a contact best before you reach out.

Ask Modal

Ask anything about your customers. Answers from every record, email and call.

  • Answers with sources

    Every answer links to the emails, calls and records it came from.

  • AI fields

    Add a column that researches funding, tech stack or intent for every row.

  • Private by default

    Your data is never used to train models, and answers respect permissions.

Automations

The busywork, handled. Sequences and triggers that keep every deal moving.

Sequences that know when to stop. Multi-step outreach from your own inbox, paused the moment a prospect replies or books.

Triggers for everything else. When a deal moves, a field changes or a meeting ends, Modal does the follow-up.

Reports

Numbers you don't have to rebuild. Dashboards on live records, always current.

Live
Every chart updates as records change
Any field
Group and filter by your own attributes
Shared
Send a dashboard to Slack every Monday
teams run their pipeline on Modal
4,000+
emails and meetings synced every month
38M
median time to switch from another CRM
1 day
average rating from admins and reps
4.9/5

Integrations

Your whole stack, connected. Email, calls, billing and product data flow in on their own.

Includes Gmail, Google Calendar, Slack, Zoom, Stripe, Notion, Calendly, Intercom, Mixpanel, Docusign, Zapier, Salesforce, HubSpot, Google Meet, Aircall, Loom, Zendesk, Typeform, Webflow, PostHog, Snowflake, QuickBooks.

Browse integrations

Customers

Teams that switched. And never looked back.

Read customer stories

“We set Modal up around our process instead of bending our process around a CRM. Six months in, every team from sales to wholesale runs on the same records.”

Grant HollowayChief Revenue Officer, Tidewater+31%win rate in the first two quarters

  • 6 hrs

    of data entry saved per rep, every week

    “Our reps used to spend Friday afternoons updating the CRM. Now Modal does it from their inbox and calendar, and the forecast is right on Monday morning.”

    Sofia Ortega · VP Sales

  • 97%

    gross revenue retention, up from 89%

    “Usage, tickets and every email with the account sit on one record. Our CSMs walk into renewals knowing exactly where the account stands.”

    Hana Weber · Head of Customer Success

  • 34%

    of new pipeline now partner sourced

    “Partners were a spreadsheet nobody trusted. In Modal they're their own object, linked to the deals they bring, so we finally know which ones pull their weight.”

    Kwame Asante · Director of Partnerships

Security

Enterprise-ready from the first seat. The controls your security team asks for.

  • SOC 2 Type II
  • ISO 27001
  • GDPR
  • HIPAA ready

  • SSO and SCIM

    Okta, Entra ID and Google, with automatic provisioning.

  • Roles and permissions

    Decide who can see, edit or export each object and list.

  • Audit history

    Every change to every record, kept and exportable.

  • Data residency

    Host your workspace in the US or the EU.

Questions, answered

Something else? Ask the team

How long does it take to switch to Modal?

Most teams are live within a day. Connect your inbox and calendar, import from HubSpot, Salesforce or a CSV, and Modal maps your objects and fields as it goes.

Can Modal fit a process that isn't sales?

Yes. You can create any object with any fields, so teams use Modal for partnerships, fundraising, recruiting and customer success as well as sales.

Which email and calendar providers do you support?

Google Workspace and Microsoft 365. Syncing is two-way, and you choose which domains and labels stay private.

Is my data used to train AI models?

No. Your data is never used to train models, ours or anyone else's, and Ask Modal only answers from records the person asking is allowed to see.

Do you have an API?

A REST API, webhooks and an SDK are included on every plan, with the same objects and permissions you see in the app.

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