The CRM that takes the shape of your business
Model your own objects and fields, let email and calendar fill in the pipeline, and ask anything about your customers. Modal is the CRM your team will actually keep up to date.
Free for up to 3 seats
Set up in an afternoon
Import from HubSpot or Salesforce
Trusted by 4,000+ fast-moving teams
Data model
Built around your business. Not the other way round. Objects, fields and relationships in minutes, no admin needed.
Objects
Companies
1,248
People
6,904
Deals
312
Investors
Custom
86
Partners
Custom
41
New object
Workspaces
Custom objects. Companies, people and deals come standard. Add investors, partners, workspaces or anything else you track.
Text
Currency
Status
Relationship
Date
Rating
Number
AI research
Phone
Select
Every kind of field. Statuses, currencies, ratings, relationships and AI fields that fill themselves in.
Lumen Labs
AL
Ava
TR
Tom
$84k deal
Partner
Relationships that make sense. Link any record to any other and see the whole account at a glance.
Importing from Salesforce
2 min left
Contacts
6,904
Deals and history
312
Custom fields
48
Switch in an afternoon. Bring your records, history and custom fields from HubSpot, Salesforce or a CSV.
Inbox sync
Live from day one. Connect your inbox and calendar, and Modal builds the rest.
Inbox
Syncing
AL
Ava Lindqvist
10:42
Re: Security questionnaire and DPA
Lumen Labs
DP
Daniel Price
09:15
Intro: Copperline x Kitebird
Copperline
MT
Mei Tanaka
Yesterday
Pricing for 300 seats?
New contact
JW
Jonas Weber
Yesterday
Notes from the Gridline call
Gridline
Every thread on the right record. Modal matches emails to people, companies and deals, and creates contacts you haven’t met yet.
Tue, Oct 14 · 10:30
Pricing review
Lumen Labs
MC
AL
TR
AL
Who knows Ava best?
MC
Maya Chen
14 emails · 3 calls
LB
Leo Brandt
2 emails
PN
Priya Nair
Met once
Know who to ask for the intro. Connection strength shows who on your team knows a contact best, from real emails and meetings.
Emails, on the record
Threads attach to the right people, companies and deals, both ways.
Meetings, logged
Every call lands on the timeline with notes, attendees and next steps.
Connection strength
See who on your team knows a contact best before you reach out.
Ask Modal
Ask anything about your customers. Answers from every record, email and call.
Ask Modal
Which open deals over $40k haven’t heard from us in a week?
MC
Searched 312 open deals
Read 1,940 emails and 86 call notes
Checked last contact on each account
Three deals match, worth $186,200 together. Aster Health is the one to call first: their champion changed roles on Monday.
Email from Ava
Call, Oct 2
Aster Health
Ask a follow-up…
3 deals · $186,200
Save as view
Aster Health
Champion changed roles
$58,200
Quiet 9 days
PN
Priya Nair
Draft follow-up
Harbor & Co
Renewal in 25 days
$44,000
Quiet 8 days
ID
Ines Duarte
Draft follow-up
Lumen Labs
Waiting on redlines
$84,000
Quiet 7 days
MC
Maya Chen
Draft follow-up
Answers with sources
Every answer links to the emails, calls and records it came from.
AI fields
Add a column that researches funding, tech stack or intent for every row.
Private by default
Your data is never used to train models, and answers respect permissions.
Automations
The busywork, handled. Sequences and triggers that keep every deal moving.
New inbound, mid-market
Active
Intro email
Day 1
64% opened
Call task for owner
Day 3
41% connected
Case study follow-up
Day 6
18% replied
Offer three times
Day 10
9% booked
MT
Mei Tanaka replied, sequence paused
Sequences that know when to stop. Multi-step outreach from your own inbox, paused the moment a prospect replies or books.
WHEN
Deal stage changes to
Won
THEN
Post to #wins
With deal value and owner
Create onboarding task
Assigned to the CSM
Create the customer
Plan and seats from the deal
Triggers for everything else. When a deal moves, a field changes or a meeting ends, Modal does the follow-up.
Reports
Numbers you don’t have to rebuild. Dashboards on live records, always current.
Live
Every chart updates as records change
Any field
Group and filter by your own attributes
Shared
Send a dashboard to Slack every Monday
4,000+
teams run their pipeline on Modal
38M
emails and meetings synced every month
1 day
median time to switch from another CRM
4.9/5
average rating from admins and reps
Integrations
Your whole stack, connected. Email, calls, billing and product data flow in on their own.
Gmail
Google Calendar
Slack
Zoom
Stripe
Notion
Calendly
Intercom
Mixpanel
Docusign
Zapier
Salesforce
HubSpot
Google Meet
Aircall
Loom
Zendesk
Typeform
Webflow
PostHog
Snowflake
QuickBooks
Customers
Teams that switched. And never looked back.
Read customer stories
“We set Modal up around our process instead of bending our process around a CRM. Six months in, every team from sales to wholesale runs on the same records.”
Grant Holloway
Chief Revenue Officer, Tidewater
6 hrs
of data entry saved per rep, every week
Our reps used to spend Friday afternoons updating the CRM. Now Modal does it from their inbox and calendar, and the forecast is right on Monday morning.
Sofia Ortega
·
VP Sales
97%
gross revenue retention, up from 89%
Usage, tickets and every email with the account sit on one record. Our CSMs walk into renewals knowing exactly where the account stands.
Hana Weber
·
Head of Customer Success
34%
of new pipeline now partner sourced
Partners were a spreadsheet nobody trusted. In Modal they’re their own object, linked to the deals they bring, so we finally know which ones pull their weight.
Kwame Asante
·
Director of Partnerships
Security
Enterprise-ready from the first seat. The controls your security team asks for.
SOC 2 Type II
ISO 27001
GDPR
HIPAA ready
SSO and SCIM
Okta, Entra ID and Google, with automatic provisioning.
Roles and permissions
Decide who can see, edit or export each object and list.
Audit history
Every change to every record, kept and exportable.
Data residency
Host your workspace in the US or the EU.
Questions, answered
How long does it take to switch to Modal?
Can Modal fit a process that isn’t sales?
Which email and calendar providers do you support?
Is my data used to train AI models?
Do you have an API?
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