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Using Modjo
Discover how to use Modjo to maximize your productivity.
82 articles
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 callsThis 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 your sales efficiency with AI-powered CRM autofill.
AI CRM Filling prompt librarySave time creating templates, getting inspired by our prompt bank !
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
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
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.
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