Introducing Ask Modal: answers from every record, email and call
Ask Modal answers questions about your customers in plain English, from the records, emails and calls already in your workspace, and shows its sources every time.
By Clara Novak
Blog
Blog
Product news, engineering notes and practical CRM guides from the team building Modal.
We raised $45M to build the CRM that fits
Modal has raised a $45M Series B led by Harbourline Ventures. What the money is for, what isn't changing, and the teams we're hiring for next.
Syncing 38 million emails a month without losing a thread
Two-way inbox sync sounds simple until you meet forwarded threads, shared mailboxes and rate limits. How Modal keeps every email on the right record, once.
How Fernway's reps got their Fridays back
Fernway's 40 sales reps used to spend Friday afternoons updating the CRM. After moving to Modal in a weekend, they save six hours each a week and the Monday forecast is right.
Relationship strength, explained
How Modal decides who on your team knows a contact best, which signals count, which ones we ignore, and why the score is a word rather than a number.
Moving from Salesforce in a weekend: a checklist
The checklist our solutions team uses to move a sales team from Salesforce to Modal between Friday afternoon and Monday morning, with nothing lost and nobody retrained twice.
Custom objects, one year in
A year after launching custom objects, our customers have created more than 31,000 of them. What we got right in the data model, what we had to rebuild, and what it taught us.
How Northbeam runs a venture fund on Modal
Northbeam tried three CRMs before Modal. Here is the data model its partners built for deal flow, portfolio companies and LP updates, and why warm intros now bring twice as many first meetings.
Why we never charge for read-only seats
Per-seat pricing pushes companies to keep people out of the CRM. How we price Modal so that everyone who needs to see customer data can, and why that is good for us too.