Using Modjo
Discover how to use Modjo to maximize your productivity.
97 articles
Create and Manage Your Custom AI Agents with Ask Modjo AIThe Ask Modjo AI feature allows you to create your own custom AI agents directly from your call pages to ask specific questions in Modjo.
Automatic CRM Filling with AI CRM FillingDiscover how Modjo's AI CRM Filling feature can save your team valuable time.
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.
Setting up AI CRM Filling templatesMaximize your sales efficiency with AI-powered CRM autofill.
AI CRM Filling prompt librarySave time creating templates using the start from use case method and benefiting from ready-to-use prompts!
Filling fields in custom CRM objects with AI CRM fillingMaximize your team’s efficiency by automating CRM data entry in custom CRM objects.
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.
Introduction to Modjo DealsOptimize your pipeline management with Modjo Deals
Rapid access to Modjo Deals, from your CRMSet up and integrate Modjo Deals with your CRM
Ask anything about your DealGet instant answers on your deals with Modjo’s AI
Deal SummaryUnderstanding the Deal Summary feature in Modjo Deals
Deals warningsOptimize your sales pipeline: Setting up and using Deal warnings effectively
Create views on Modjo DealsLearn how to create and save custom filters to optimize your pipeline management in Modjo Deals.
Objections & contact roles on dealsLearn to better understand and handle objections to increase your chances of closing deals.
Customize Modjo Deals with your CRM fieldsExplore how to add custom CRM fields to Modjo 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.
Use case: Prioritize your deal pipelineHow to use Modjo Deals to optimize focus and identify priorities
Use case : Secure deals that you need to close this quarterEssential tips for maximizing your deal closures with Modjo
Scale your team’s coaching with AI call scoringVerify at scale how well your team performs against your methodology and identify the most relevant coaching opportunities.
Setting up your AI Call Scoring templatesBuilding on your top performer or your own methodology, create templates that will take your team’s performance to the next level.
Where to find AI call scoring insightsAccess the AI call scores from your analytics page for insights at scale or deep dive in each call performance depending on your need.
How to properly write AI call scoring questions in your templateDiscover our experts tips & tricks to write AI call scoring questions that will properly assess the calls of your teams.
AI Call Scoring visibilityDisplay AI Call Scoring to all users.
How to make a Call Review?This guide will walk you through using Call Reviews to unlock your team's full potential.
Call reviewsCreate & manage templates, Provide structured feedback to the team, including a specific script to guide them.
Call Reviews: How to access them and track your team's progressThis article guides you on how to easily access and utilize call reviews within the platform.
Call GuideLearn how to use the call page to analyze and share your business conversations for maximum potential.
Share your calls with EaseThis guide will show you how to share calls publicly or privately, maximizing their value for your team and your deals.
Ask anything about your CallGet instant answers about your calls with Modjo's AI
Ask anything about your AccountGet instant answers on your account with Modjo’s AI
Modjo Extention
Discover the steps to set up your Modjo Notes.
Modjo Extension for AdminsAdmin set up via Google portal & Install the Modjo extension for your teammates.
Modjo Extension for UsersAccess Modjo Magic from your CRM
Modjo Notes automatic opening
Modjo Notes sync with CRMSave time with automatic synchronization of your Modjo notes in your CRM.
Modjo NotesTake detailed and contextual notes during meetings with the Modjo extension and access them directly in Modjo.
Supercharge Your Team's Calls with Modjo Notes TemplatesThis guide will walk you through the process of creating, modifying, and managing your Modjo Notes Templates.
PipedriveFollow the steps described in this article in order for your Pipedrive calls to be automatically imported into Modjo
ZohoConfigure your Zoho integration in order for your contacts, accounts, opportunities and calls' details to be synchronized with Modjo
SellsyConfigure your Sellsy integration in order for your contacts, accounts, opportunities and calls' details to be synchronized with Modjo
How Modjo sends information to your CRMAfter identifying CRM entities (primary contact, deal/opportunity, account/organization, owner), Modjo automatically synchronizes the call to your CRM.