Customer stories
Teams that switched to Modal
Sales, success, partnership and investment teams run on Modal because it fits the way they already work. Here is what changed when they switched.
Sales, wholesale and success on one data model.
“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
+31%
win rate in the first two quarters
More stories. Sales, success, partnerships and funds.
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.”
2x
more first meetings from warm intros
“We tried three CRMs before Modal. It’s the first one that fit how a fund actually works: founders, rounds, co-investors and intros, all linked to each other.”
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.”
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.”
$1.4M
in at-risk renewals flagged early
“Ask Modal is the analyst I never got budget for. I ask which accounts are slipping and get the list, with the emails that explain why.”
1 day
to set up, with no admin since
“I started on the free plan with a list of fifty schools. Two years later it’s our whole go-to-market, and I’ve never had to hire an admin to keep it running.”
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
