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Montandon Ltd
Sales Systems

Stop using
spreadsheets.

If your customer data lives in Excel, your business is leaking money. We implement automated CRM systems that track every lead, call, and deal.

The Chaos

Where is that lead?

Post-it notes. WhatsApp messages. Email threads. When a prospect calls, does your team know exactly who they are and what they were quoted?

  • Sales reps forgetting to follow up
  • No visibility on next month's revenue
  • Marketing data disconnected from Sales outcomes

The Solution

Centralised Source of Truth

We migrate your data into a modern CRM (Zoho, HubSpot, Pipedrive, or Salesforce). We set up the pipelines, the fields, and the automations so it works out of the box.

Want us to keep you running?

Most systems fail after launch because nobody owns them. Our Tech Partner retainer keeps everything stable and improving.

Zoho
HubSpot
Pipedrive
Capabilities

What a good CRM does.

Pipeline Management

Drag and drop deals from 'New Lead' to 'Negotiation' to 'Won'. Visualise your cash flow.

Activity Tracking

Syncs with your email and calendar automatically. Every meeting and email is logged against the contact.

Automation

'If a deal sits in negotiation for 3 days, task the manager to call.' We build the logic that drives sales.

Mobile Access

Your sales team can update deals from the road via the app. No more 'I'll update it when I get back to the office.'

Reporting

Know your conversion rates. Know which rep is performing. Know your ROI.

Data Migration

We clean your messing CSV exports, de-duplicate contacts, and import them cleanly.

Implementation Options

Self-Setup
Montandon Implementation
Data Cleaning
Manual
Automated Scripting
Field Customisation
Basic
Bespoke to your Business
Training
YouTube Videos
Live Workshop with Team
Integrations
Standard
Custom API Connections
Strategy
None
Full Sales Process Audit

Get organised.

A CRM implementation costs less than losing one big deal because you forgot to follow up.