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Using Modjo
Discover how to use Modjo to maximize your productivity.
74 articles
Streamline your CRM data entry with AI CRM FillingLearn more on how AI CRM Fillling feature can help your team save time.
Using AI CRM FILLING as a Sales RepresentativeThis feature 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 sales efficiency with Automated CRM Updates
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.
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 usersUse Modjo Notes during your meetings and save them on Google Meet and Microsoft Teams (deprecated versions).
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.
About Modjo DealsThis article details the objective of the feature Modjo Deals
Rapid access to Modjo DealsThis article will guide you through the different ways to set up this powerful integration.
Ask anything about your DealGet instant, AI-powered answers to your deal questions with Modjo chatbot.
AI Deal SummaryUnderstanding the Deal Summary Feature in Modjo Deals
Use case : Secure deals that you need to close this quarterThis article gives you tips on what to look at on your most important deals of your quarter
Use case: prioritize your pipe of dealsThis article describes how to use Modjo Deals as manager: prioritize your pipeline and identify deals to focus on before a pipeline review.
Deals WarningsHow to setup and use Deals Warnings to spot your deals at risk in your pipe
Create views on Modjo DealsThis article help you setup the right filters and save them in views.
Objections & contact roles on dealsThis article explains how to leverage the power of Modjo's AI to gain deeper insights into contact objections during your sales cycle.
Customize Modjo DealsThis article explains how to add custom CRM fields to Modjo Deals
SalesforceConfigure your Salesforce integration in order for your contacts, accounts, opportunities and calls' details to be synchronized with Modjo
PipedriveFollow the steps described in this article in order for your Pipedrive calls to be automatically imported into Modjo
ZendeskConfigure your Zendesk integration in order for your contacts, accounts, opportunities and calls' details to be synchronized with Modjo
DynamicsConfigure your Dynamics integration in order for your contacts, accounts, opportunities and calls' details to be synchronized with 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