Sales
A pipeline that keeps itself up to date
Modal logs every email, meeting and call to the right deal, so reps sell instead of typing and the forecast shows what actually happened this week.
- emails, meetings and calls logged per rep each month, with no typing
- 3,400
- of open deals with a next step and close date, up from 58%
- 92%
- to bring deals, history and fields over from Salesforce or HubSpot
- 1 day
Templates
Start from a template. Six lists sales teams build first, ready in one click.
Sales pipeline
Stages, values and close dates on a board, with the weighted total per column.
Inbound leads
New sign-ups and demo requests, scored and routed to an owner by region.
Outbound prospecting
Target accounts with headcount, funding and a research field that checks fit.
Account planning
Your top accounts with ARR, champion and the next step agreed with them.
Forecast
Commit, best case and pipeline for the quarter, grouped by rep.
Closed lost review
Every lost deal with its reason and competitor, for the monthly review.
How it works
Set up in an afternoon. Then it fills itself in.
- Step 1
Connect inbox and calendar
People and companies are created from real conversations, and every email and meeting lands on the right deal.
- Step 2
Shape the pipeline
Name your stages, set the fields each one needs, and give every rep a view of their own deals.
- Step 3
Forecast from live deals
Weighted pipeline and commit update as deals move, so Monday's number is already right.
Customer story
Fernway. Moved a 40-rep sales team off Salesforce in a weekend.
“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 OrtegaVP Sales, Fernway6 hrsof data entry saved per rep, every weekIntegrations
Connects to the tools you use. Email, calls, meetings and e-signature, synced both ways.
Sales questions
Something else? Ask the team
Can each rep have their own pipeline view?
Yes. Save a view with your own filters, sort and columns, such as my deals closing this quarter, and share it with the team or keep it private.
How do emails end up on the right deal?
Modal matches each email and meeting to people by address and to companies by domain, then to the open deal with that company. You can move anything by hand, and private threads stay private.
Can we run more than one pipeline?
As many as you need. New business, expansion and partner deals can each have their own stages and required fields, on the same deal object.
We're on Salesforce. How long does a switch take?
Most teams import deals, history and custom fields in a day. The importer maps your fields and keeps the original record IDs, so nothing gets lost.
Give your reps their Fridays back
Start free with three seats and connect your inbox in a few minutes. Your pipeline starts filling in straight away.