Modjo is designed for quick and seamless deployment, especially for sales teams already using tools like CRMs, VoIP, and video conferencing platforms. The process typically involves the following steps:
1. Initial Setup & Integration
Tool Integration: Modjo connects with your existing stack—VoIP systems, email, video conferencing tools (e.g., Zoom, Teams), and CRMs like Salesforce or HubSpot.
Automated Data Capture: Once integrated, Modjo begins capturing all customer interactions automatically.
2. CRM Synchronization
Data Enrichment: Modjo syncs conversation data with CRM records to ensure accuracy and completeness.
Data Filtering: It automatically sorts and filters data to build a tailored sales conversation database.
3. AI Activation
AI Features Deployment: Activate features like AI Call Scoring, CRM Auto-Fill, Meeting Summaries, and AI Insights.
Customization: Configure templates and workflows to match your sales process.
4. Team Onboarding
User Invitations: Admins invite team members and assign roles.
Training & First Use: Users log in, access their dashboards, and begin reviewing calls and
5. Coaching & Optimization
Playbook Monitoring: Modjo tracks adherence to sales playbooks.
Performance Benchmarking: Managers use insights to coach and replicate top performer behaviors.
Implementation Timeline
Initial Setup: 1–3 days (depending on tool complexity and CRM integration)
Full Team Onboarding: Typically completed within 1–2 weeks
Time to Value: Many teams report measurable improvements (e.g., conversion rates, time savings) within 1 month
Reported Benefits Post-Implementation
+4 hours saved per salesperson per week
÷2 onboarding time for new hires
+23% average conversion rate increase
x2 conversion rate in some teams
÷2 time spent evaluating conversations
Customisation
Modjo offers a high degree of customization to align with specific business workflows and goals. Here are the key customization capabilities:
Custom CRM Fields: You can integrate Modjo with your CRM and configure it to fill custom objects and fields, not just standard ones.
AI CRM Filling Templates: Modjo allows you to create and modify templates for how AI fills CRM fields based on call content. These templates can be tailored to your sales methodology.
AI Call Scoring Templates: You can build scoring templates based on your own criteria or top performer behaviors, enabling personalized coaching and performance tracking.
Custom Filters & Views: In Modjo Deals, you can create custom filters and views to prioritize pipeline management based on your business logic.
Email Follow-Up Templates: AI-generated follow-up emails can be customized using templates that reflect your tone, structure, and objectives.
Tagging & Classification: Meetings and calls can be tagged manually or automatically, allowing for tailored categorization (e.g., demo, discovery, objection handling).
Notes Templates: Teams can create and manage custom note templates to standardize call documentation across the organization.
These features make Modjo adaptable for various industries, team sizes, and sales strategies.
Additional Costs
Modjo’s pricing model is subscription-based, and includes several components at no extra cost:
Included in Subscription:
Access to the Modjo platform
Listener licenses (non-recording users)
Integrations with CRMs and communication tools
Initial setup and onboarding
Ongoing support and business coaching resources
No Setup Fees: Modjo does not charge separate setup fees—onboarding and integration are included in the subscription.
No Maintenance Charges: Software maintenance and updates are covered under the subscription.
Support Charges: Standard support is included. There’s no mention of tiered or premium support plans, but enterprise clients may negotiate additional services.
Volume-Based Discounts: Modjo offers flexible pricing based on the number of recording users and may provide discounts for larger teams or specific scopes.
Training
Modjo offers a comprehensive onboarding and training program designed to help teams get started quickly and effectively:
Onboarding Process
Invitation & Login: Users receive an email invitation with secure login options via SSO (Google or Microsoft) or Modjo credentials.
Calendar & Email Sync: Users connect their calendars and mailboxes to enable automatic recording and data capture.
First Call Setup: Teams can manually or automatically invite the Modjo bot to record meetings.
Feature Walkthrough: Users are introduced to key features like:
Call Summaries
Ask Anything (AI Q&A)
Follow-Up Email Generator
Training Resources
Live Online Training
In-Person Sessions
Webinars
Documentation & Help Center
Video Tutorials
Support Channels
24/7 Support
Email, Phone, and Chat
Knowledge Base & FAQs
Dedicated Account Manager for enterprise clients
This multi-layered support ensures that both small teams and large organizations can onboard efficiently and maximize Modjo’s value from day one.
Security Measures
Modjo takes data security and privacy very seriously, implementing a wide range of protections:
Infrastructure & Hosting
Hosted on Amazon Web Services (AWS) with physical access controls and intrusion detection systems.
Modjo employees do not have physical access to AWS data centers.
Data Encryption
Encryption at Rest: All stored data is encrypted.
Encryption in Transit: Data is transmitted over HTTPS/TLS-secured connections.
Internal traffic between servers and databases is confined to a Virtual Private Cloud (VPC).
Penetration Testing
Annual third-party penetration tests are conducted.
Findings are used to prioritize security improvements.
Customers can request a summary of test results.
Application Security
Single Sign-On (SSO) via Google or Microsoft accounts.
Multi-Factor Authentication (MFA) supported through identity providers.
Complex Password Policy: Minimum 8 characters, including uppercase, lowercase, digit, and special character.
Data Retention & Deletion
Data becomes inaccessible within 24 hours of contract termination.
Full deletion occurs within 30 days.
Users can request data deletion via their Account Manager or Data Protection Officer (DPO).
Compliance
Modjo complies with GDPR and offers a Data Processing Agreement to ensure legal data handling.
Privacy settings and retention policies are configurable by users.
Updates
Modjo follows a continuous delivery model, releasing frequent updates—often weekly or bi-weekly—to introduce new features, improve performance, and enhance user experience.
Update Frequency & Examples
Weekly Feature Releases: The “What’s New in Modjo” section is updated almost weekly, with new features and improvements.
Recent Updates Include:
AI CRM Filling Analytics
Consent Screen for Video Meetings
Mobile Recorder App (Beta)
Faster Transcription (under 5 minutes)
Call x CRM Association
Field Digest for CRM Cleanliness
After-Call Email Summaries
Webhooks for Real-Time Event Updates
Update Management
Updates are automatically deployed to all users.
No manual installation is required.
New features are often accompanied by tooltips, help center articles, or in-app guides to ease adoption.
Admins can configure or enable/disable some features (e.g., consent screens, call storage settings) via the Settings dashboard.
This agile release cycle ensures Modjo stays competitive and responsive to user feedback.
Data Ownership and Portability
Modjo’s Data Processing Agreement (DPA) and Privacy Policy outline a clear stance on data ownership and portability:
Data Ownership
Clients retain full ownership of their data.
Modjo (operated by RINGO) acts as a data processor, while the client is the data controller.
Modjo processes data only on documented instructions from the client, in compliance with GDPR and the EU AI Act.
Data Portability
Clients can export their data at any time.
Data includes:
Call recordings
Transcripts
CRM field data
AI-generated summaries and insights
Modjo supports data portability in line with GDPR’s “Right to Data Portability.”
Data Retention & Deletion
Clients can configure custom retention periods for:
Call recordings
Transcripts
Default retention periods apply to new clients (e.g., 12 months for recordings).
Data is automatically deleted after the retention period, and deletions are irreversible. [
Audit & Compliance
Clients may request audits of Modjo’s data handling practices.
Modjo maintains a processing register and provides documentation to demonstrate GDPR and AI Act compliance.
These policies ensure that clients have full control, transparency, and legal protection over their data.
Scaling Up / Down
Modjo offers flexible user management that allows organizations to scale up or down easily:
User Roles: Admins can assign roles (Admin, Manager, User) and licenses (Recording or Listening) to each user.
License Management:
Recording License (Premium): Required for users who record calls.
Listening License (Free): For users who only listen to calls.
Adding Users:
Manually via dashboard
Bulk import via CSV
Automated via API for large-scale management
Removing or Reassigning Users: Admins can deactivate or reassign users at any time.
No Cost for Listener Licenses: Unlimited listener users can be added without extra cost.
Team Structuring: Teams and sub-teams can be created to reflect organizational hierarchy and access control.
The terms & conditions for contract renewal and cancellation
Modjo’s contract terms are outlined in its General Terms and Conditions:
Auto-Renewal: Contracts are typically set to automatically renew annually, unless otherwise specified.
Cancellation Notice:
Clients must provide written notice of cancellation.
The notice period is usually three months before the end of the subscription.
Termination Effects:
Upon termination, all data becomes inaccessible within 24 hours.
Full data deletion occurs within 30 days.
Contact for Cancellation: Clients can cancel by contacting Modjo via their account manager or through official channels listed on the website. [Terms and...- modjo.ai]
These terms ensure continuity while allowing clients to exit with proper notice.
Compliance
Modjo meets several key compliance and security standards:
Certifications & Frameworks
SOC 2 Type II Certified: Ensures rigorous controls over data security, availability, and confidentiality.
GDPR Compliant: Offers a Data Processing Agreement (DPA) aligned with EU data protection laws.
EU AI Act Alignment: Modjo’s AI features are designed to comply with emerging European AI regulations.
Security Measures
Hosted on AWS (France): With physical access controls and intrusion detection.
Encryption:
At Rest: All stored data is encrypted.
In Transit: Data is transmitted over HTTPS/TLS.
Penetration Testing: Annual third-party tests with summaries available upon request.
SSO & MFA: Supports secure login via Google/Microsoft with optional multi-factor authentication.
Custom Retention Policies: Clients can configure how long data is stored.
These measures ensure Modjo is suitable for organizations with strict data governance and compliance requirements.
