🏢 CRM & Pipeline
Connect your calls to your CRM, keep your data up to date automatically, and manage your deal pipeline from Modjo
14 articles
CRM Filling
Automatically populate your CRM fields after every call, no more manual data entry
Automatic CRM Filling with AI CRM FillingDiscover how Modjo's AI CRM Filling feature can save your team valuable time.
Setting up AI CRM Filling templatesMaximize your sales efficiency with AI-powered CRM autofill.
Filling fields in custom CRM objects with AI CRM fillingMaximize your team’s efficiency by automating CRM data entry in custom CRM objects.
AI CRM Filling prompt librarySave time creating templates using the start from use case method and benefiting from ready-to-use prompts!
Using AI CRM Filling after your callsAI CRM filling automatically analyzes your calls and suggests CRM updates, making it easier than ever to keep your records up-to-date.
How to Measure the Success of AI CRM Filling Implementation in Your OrganizationThis article will help you make the most of the AI CRM filling analytics as to best monitor and optimize the filling of your CRM fields.
Deals - Discover & Set Up
Get started with Modjo Deals, configure your pipeline views and connect your CRM data
Introduction to Modjo DealsOptimize your pipeline management with Modjo Deals
Customize Modjo Deals with your CRM fieldsExplore how to add custom CRM fields to Modjo Deals
Deal Stage PipelineMastering CRM Deal Pipelines in HubSpot and Dynamics 365
Create views on Modjo DealsLearn how to create and save custom filters to optimize your pipeline management in Modjo Deals.
Deals - Daily Use
Track your deals, monitor warnings, and stay on top of your pipeline every day.
Deal SummaryUnderstanding the Deal Summary feature in Modjo Deals
Deals warningsOptimize your sales pipeline: Setting up and using Deal warnings effectively
Objections & contact roles on dealsLearn to better understand and handle objections to increase your chances of closing deals.
Weekly digest on Modjo DealsLearn how the Modjo Deals weekly notification helps you stay on top of your high-risk deals that need attention.