Welcome to Modjo's AI CRM Filling feature.
This powerful tool is designed to revolutionize how you update your CRM, saving you valuable time and improving data quality across your organization.
1. Key Benefits
Automated data extraction: Our AI analyzes your calls and extracts relevant information for your CRM fields.
Time-saving: Reduce manual data entry, allowing your sales team to focus on selling.
Improved data quality: Ensure consistent and accurate CRM updates across your team.
Real-time visibility: Managers can track team activities more effectively with up-to-date CRM data.
Enhanced forecasting: Make more accurate sales forecasts with comprehensive CRM information.
2. How does it work
A. Set up custom templates for different call types or teams.
B. Our AI analyzes calls and extracts relevant information based on your templates.
C. Sales reps receive notifications with suggested CRM updates.
D. Review, edit if necessary, and push updates directly to Salesforce with a single click.
Note : This feature is only available for organizations using Salesforce or Hubspot CRM. Let us know if you're interested for this feature on other CRMs, by contacting our customer support.
Start using AI CRM Filling today and transform your CRM workflow. Learn more about: