Sales
A pipeline that keeps itself up to date
Modal logs every email, meeting and call to the right deal, so reps sell instead of typing and the forecast shows what actually happened this week.
3,400
emails, meetings and calls logged per rep each month, with no typing
92%
of open deals with a next step and close date, up from 58%
1 day
to bring deals, history and fields over from Salesforce or HubSpot
Templates
Start from a template. Six lists sales teams build first, ready in one click.
Sales pipeline
Deals
Stage
Value
Close date
Owner
Sales pipeline
Stages, values and close dates on a board, with the weighted total per column.
Inbound leads
People
Source
Fit score
Region
Owner
Inbound leads
New sign-ups and demo requests, scored and routed to an owner by region.
Outbound prospecting
Companies
ICP fit
Employees
Funding
Sequence
Outbound prospecting
Target accounts with headcount, funding and a research field that checks fit.
Account planning
Companies
Tier
ARR
Champion
Next step
Account planning
Your top accounts with ARR, champion and the next step agreed with them.
Forecast
Deals
Category
Amount
Probability
Close date
Forecast
Commit, best case and pipeline for the quarter, grouped by rep.
Closed lost review
Deals
Lost reason
Competitor
Value
Closed
Closed lost review
Every lost deal with its reason and competitor, for the monthly review.
How it works
Set up in an afternoon. Then it fills itself in.
STEP 1
Connect inbox and calendar
People and companies are created from real conversations, and every email and meeting lands on the right deal.
STEP 2
Shape the pipeline
Name your stages, set the fields each one needs, and give every rep a view of their own deals.
STEP 3
Forecast from live deals
Weighted pipeline and commit update as deals move, so Monday’s number is already right.
Deals
Copperline
Copperline
Proposal
Growth plan · 64 seats
Value
$36,500
Owner
LB
Leo Brandt
Close date
Nov 7
Next meeting
Thu 10:30, pricing call
Last email
2h ago, from Daniel Price
Champion
Daniel Price, VP Ops
Ask Modal
Which deals over $30k have no meeting booked?
Two: Aster Health ($58,200) and Harbor & Co ($44,000). Aster’s champion went quiet after the security review.
12 deals
48 emails
Customer story
Fernway. Moved a 40-rep sales team off Salesforce in a weekend.
Read customer stories
Sofia Ortega
VP Sales, Fernway
6 hrs
of data entry saved per rep, every week
Integrations
Connects to the tools you use. Email, calls, meetings and e-signature, synced both ways.
All integrations
Sales questions
Can each rep have their own pipeline view?
How do emails end up on the right deal?
Can we run more than one pipeline?
We’re on Salesforce. How long does a switch take?