MountDev Ops CRM Features

See your tasks for today, open deals, meetings this week, and recent activity in one place.

Add a lead, contact, deal, or task with one button from the home page.

See a customer's manager, monthly value, services, open projects, and tickets before you call back.

Open a company that was brought in from another system by the id it had there.

Every record has the same page with its numbers, a timeline of calls, emails, and notes, and linked records.

Add a call, meeting, note, or task to a record and see it on the customer's timeline.

Keep each customer website with its status, services, and timeline next to the rest of their records.

Note the key pages, forms, competitors, and nightly update choices your team watches on each website.

Track possible customers and turn a lead into a contact, company, and deal with one button.

Get a warning before you add a company, contact, or lead that matches one you already have.

List every group of likely duplicate companies, contacts, and leads you already have.

Mark a company as a test account so it is never billed or counted in your totals.

Set up your sales pipelines and their stages, and choose which one is the default.

See deals by stage and drag a card, or pick a stage, to move it along.

Make follow-up tasks, tick them done, and get an email reminder at the time you choose.

See tasks, meetings, and deal close dates on one month calendar.

Email a contact or lead from their page, with a minute to undo before it goes out.

Add rules that make a task, set a field, or email your team when a record is added or changes.

See charts, tables, and totals of your records, starting with four ready-made reports.

Build your own report on any module, grouped and filtered the way you want.

Choose the address, sender name, and signature CRM email comes from, and turn task reminders on or off.

Cancel a client's account with a clear preview, an optional confirmation email, and an end date.

Change the wording of the email a client gets when their account is cancelled.

Find, export, or erase everything you hold about a person when they ask.