Delivering customer success.

  • Simplify getting work done
  • Deploy customer-centric processes
  • Engage teams across the wider business (Ops, Legal+)
  • Collaborate on rich, free form data
  • Drive continuous improvement
bg-colors

Sales use cases

Pipeline is the beating heart of sales. Implementing proper sales process is vital for repeatable sales outcomes.

With Modlify you can decide how you want to run your sales process.

To make it easy to get started you can choose our simple 3-phase sales process template. Customise with your own phases, phase criteria etc.

For further info, read our blog 'Getting started with pipeline tracking'.

Try this template

Getting started

1. Create a workspace

*No email or payment details required. The easiest way to start is by simply choosing one or more templates that could be relevant to you.

Browse templates

2. Tailor to suit

You can adapt any process and data templates to suit the way your business runs. You can also try our AI generator.

Read more about features

Run it

That's it. You are ready to start running your process, capturing or uploading data into your free-form datasets. Invite some colleagues to try it out.

Free plan: See what's in it
Try it now, free

Free 'getting started' consultation

Let us show you how to get the most out of Modlify, fast.

If you have a particular scenario in mind we can show you how to approach modelling it.

We might even be able to deliver a working solution in the session.

Try it for myself

One click and you are in your own play zone; we call it a Sandbox. *No email or credit card information requested.

Pick from a range of templates built to show you how easy it is to create and run processes and datasets custom to your business.