Platform Capabilities
Instead of juggling twenty different specialized apps, MontyCRM brings all your major workflow functionality into one beautifully simple layout.
Keep every customer interaction, note, and detail organized in one centralized profile.
Capture leads, convert them into accounts and opportunities in one step, and track every deal by stage, value and currency.
Give every follow-up a due date and an owner, link it to the lead, account, contact or opportunity it belongs to, and get a daily digest email of what's due.
Drag work through columns on boards your team can share, with checklists on every card and reminders so nothing gets forgotten.
Embed a form on your website or share a hosted one. Every submission arrives as a new lead, with spam protection and consent captured along the way.
Build reports across accounts, contacts, leads and opportunities with filters, grouped summaries and totals. Save them into folders, share them with your team and export them.
Bring your data in from CSV, Excel, Mailchimp or Brevo with a guided import wizard. Map your columns once, save the template, and export anything back out to CSV or Excel whenever you like.
Connect Mailchimp or Brevo in a couple of clicks, sync the contacts you choose to your audiences and lists, and see campaign opens and clicks without leaving MontyCRM.
Decide exactly what each role can see and change, area by area, and whether people see everyone's records or only their own. Keep a full record of who changed what, and when.
Add your own fields and sections, tag records, save filtered views, merge duplicate accounts and contacts, and find anything fast with global search.
We're building two-way email so client conversations will log themselves against the right contact. Today you log calls and notes by hand.
Rules that trigger work automatically are planned. Today, task due dates, Kanban reminders and a daily task digest email keep follow-ups on time.
We're planning an assistant that will suggest next steps and draft your follow-ups. It isn't part of MontyCRM yet — we'll tell you when it is.
We stripped away the bloat to give you a lean, powerful system built specifically for agile teams.
| Feature | MontyCRM | HubSpot | Zoho Bigin | Salesforce | Zoho CRM |
|---|---|---|---|---|---|
| Pipeline Management | Included on all tiers | Paid add-on | Basic only | Requires setup | Available |
| Contact Storage Limits | High capacity baseline | Rapidly scaling costs | Strictly limited | Unlimited | Tier dependent |
| Task Automation | Tasks, reminders & daily digest | ✓ | ✗ | ✓ | ✓ |
| Ease of Setup | Guided import wizard | Complex UI | Manual export | Requires admin | Moderate UI |
| Advanced Reporting | Report builder included | Enterprise Only | ✗ | ✓ | High Tier Only |
| Pricing Structure | Transparent scaling | Steep jumps | Rigid caps | High base cost | Add-on heavy |
| Migration Support | Free, done for you | Self-serve | Self-serve | Paid Consultant | Self-serve |
Free 15-minute demo
No fluff, just a 15-minute walkthrough.
Tired of hour-long software presentations full of corporate jargon? So are we. We'll jump on Google Meet, show you how MontyCRM keeps your pipelines clean and your team focused, and answer your questions, without the high-pressure sales pitch.
Once booked, you'll get a calendar invite with your Google Meet link.