Montandon Ltd
CRM & Automation

Stop serving the machine.
Make it serve you.

You don't need more tools. You need your current tools to talk to each other. We turn disconnected apps into a single source of truth.

Eliminate Manual Admin.

The "Too Many Tools" Trap.

You bought HubSpot. You use Calendly. You send invoices via Xero. You manage projects in Trello.

But none of them talk to each other. So you pay expensive humans to copy-paste data from one screen to another.

This isn't just annoying. It's dangerous. Data gets lost. Leads get dropped. And your team burns out on admin.

The Admin Black Hole

Why manual processes kill growth

  • 1
    Human Error: Typos in email addresses mean lost revenue.
  • 2
    Speed: A lead waits 4 hours for a manual reply instead of 4 seconds for an automated booking link.
  • 3
    Context: Sales reps have no idea what pages the prospect viewed because the data is in silos.
The Solution

Simplify. Connect. Automate.

We act as the architect for your digital ecosystem. We choose the right tools, connect them securely, and automate the busy work.

Centralise Data

One source of truth. Usually the CRM. Every interaction, every email, every deal lives in one place.

Integrate Tools

We build robust connections between your apps. No leaky Zapier hacks. Proper, monitored data pipelines.

Empower People

Automation isn't about firing people. It's about freeing them to do the high-value work (selling, creating, serving) that robots can't do.

What we automate.

If you do it more than 3 times a week, we can probably automate it.

AI Lead Capture

Form fill -> AI Analysis -> Assign to Rep -> Slack Notification -> Personalised AI Welcome Email. Instantly.

Meeting Follow-ups

AI listens to the meeting, summarises it, updates the CRM, and drafts the follow-up email.

Onboarding Flows

Contract signed? Auto-generate invoices, create project folders, and invite users to Slack.

Data Hygiene

Formatting phone numbers, capitalising names, deduping contacts. Keeping the database clean.

Pipeline Management

Moving deals through stages based on activity. Reminding reps of stale deals.

Reporting

Compiling data from 5 sources into one clear weekly report email.

Tools we speak fluently.

HubSpot
Salesforce
Pipedrive
Make.com
Zapier
ActiveCampaign
Airtable
OpenAI
Anthropic

Who this is for.

  • Sales Teams losing track of leads.

  • Operations Managers buried in spreadsheet updates.

  • Founders who want visibility without nagging their team.

Who this is NOT for.

  • Companies with zero defined processes (you can't automate chaos).

  • People looking for cheap, flaky "growth hacks".

  • Enterprise custom builds requiring on-premise servers.

Common Questions.

Yes. We use standard OAuth connections and enterprise-grade tools (Make, Zapier, HubSpot). We barely store data ourselves; we just move it securely between your own systems.

No. It will stop them from quitting out of boredom. It automates the data entry so they can focus on the human work they were hired for.

Yes. If an out-of-the-box integration doesn't exist, we can write custom Webhooks or scripts to bridge the gap.

We advise on software costs. Often, we save clients money by consolidating tools. You pay for your own licenses; we just build the machine.

Reclaim your time.

Stop being a data-entry clerk in your own business. Let the robots handle the admin.