MountDev Ops CRM keeps your leads, contacts, companies, and deals in one place, hosted and managed by Cascadia Web Services.
What It Does
Everything here is built and described in the MountDev Ops CRM docs.
✓Pipelines and the Deals BoardEvery deal sits in one pipeline, at one of its stages.Pipelines and Stages | Changing Pipelines | Probability Fills In From the Stage | The Deals BoardRead about Pipelines and the Deals Board ✓Tasks, Reminders, and the CalendarTasks are follow-ups: a subject, when it is due, its status (Open or Done), priority, an optional reminder time, and the company, contact, deal, or lead it is about.Tasks | Reminders | The CalendarRead about Tasks, Reminders, and the Calendar ✓ReportsReports shows every saved report as a chart, table, or one number, worked out from the records each time.Seeing Reports | Making a ReportRead about Reports ✓A Record's PageEvery record in CRM has the same layout, so a company, contact, website, deal, lead, task, and activity all read the same way.The PageRead about A Record's Page ✓A Company at a GlanceEvery company's page opens with At a Glance, a short card with what you need to know about the customer before you call them back, worked out each time from your records and never stored.At a Glance | Cancelling an Account | Finding a Company Brought In From Another SystemRead about A Company at a Glance ✓Test AccountsA test account is a client company you keep for trying out your own client experience: signing in as a client, opening requests, reading a proposal, and seeing invoices and reports the way your clients see them.What a Test Account Is | Marking a Company as a Test Account | What a Test Account Never Does | Requests and ServicesRead about Test Accounts ✓Cancel AccountOwners and admins can cancel a client's account from the client's company page in CRM with Cancel Account.Cancelling an Account | The Confirmation Email | Withdraw Cancellation | A Payment Dispute Closes the Account (Permanent) | When Service Ends | Closed Account Access | The Account History | Events and Connected ServicesRead about Cancel Account ✓Automation RulesA rule watches Companies, Contacts, Leads, Deals, Tasks, or Activities and, when a record is added, or a field changes (to any value, or to the value you give), does one thing.What a Rule Does | Managing RulesRead about Automation Rules ✓EmailOn a contact's or lead's page, select Send Email, write a subject and message, and send.Emailing a Contact or LeadRead about Email ✓CRM SettingsOwners and admins see these on CRM's Settings page (the last item of CRM's menu), Email Settings, and change them with Change Settings.Email Settings | CancellationsRead about CRM Settings ✓Duplicate WarningsWhen you add a company, contact, or lead, CRM checks for one you already have.When You Add a Record | Finding Duplicates You Already Have | Finding Records | Duplicate Warnings and Client ProtectionRead about Duplicate Warnings ✓Privacy RequestsWhen a person asks what you hold about them, or asks to be forgotten, an owner or admin handles it on CRM's Settings page, Privacy Requests.When Someone Asks | The LogRead about Privacy Requests ✓WebsitesEach website your customers have is a record in CRM's Websites: its domain, the company it belongs to, its name, status, hosting, and platform.What a Website Record Holds | Status | Services on a Website | Its Timeline | What to Watch on a Website | Nightly Updates | Websites Sent With Each Engine CallRead about Websites ✓LeadsLeads are people or companies who might become customers.What Leads Are | Turning a Lead Into a CustomerRead about Leads ✓CRM Permissions for ConnectionsEvery permission an app or an AI assistant can be given in this app, with its level.See a company's cancellation: when service ends, why, and each step taken | See the deals board | See the calendar | See the Cancellation Email and where cancellations are sent | See a company at a glance: its project manager, monthly value, services, websites, people, open projects, and open tickets | Find a company by the id it had in the system it was brought in from | Move a deal to another stage | Check a record for likely duplicates | Find likely duplicates in a module | See the CRM home page | Turn a lead into a customer | Make a pipeline the default | See the pipelines and their stages | Add or change a pipeline | See the saved reports | Run a report before saving it | Run a saved report | Add or change a saved report | See the automation rules and what they did | Add or change an automation rule | Turn an automation rule on or off | See CRM Settings | See a record’s calculated numbers | Mark a task done or open | See a record’s timeline and linked records | See a website at a glance: its status, its company, and every service on it and whether it is on, ending, or ended | Set a website's status: Active, Inactive, or CanceledRead about CRM Permissions for Connections What It Starts With
CRM comes ready to use with these modules, and every one of them can be changed, turned off, or deleted in its Settings.
- Companies
- Contacts
- Websites
- Deals
- Leads
- Tasks
- Activities
- Cancellations
Works with Your AI Agents
An AI agent your company connects works as the person who approved it, with the same checks. It can read every CRM page, add and change records, move deals, turn leads into customers, mark tasks done, run reports and searches, check for duplicates, and set up pipelines, reports, and rules. Rules it saves are saved turned off, and only a person turns them on. It cannot send email to your clients, delete pipelines, rules, or reports, change CRM Settings, handle privacy requests, or cancel an account. Everything it does is marked AI agent in each record's history and the activity log.
MountDev Ops is built security first. Your business data belongs to you, and you can export all of it at any time. We never use analytics or tracking of any kind inside MountDev Ops.
Every update passes all 4,402 automated checks before it ships, and every screen change is walked through before release.
All 97 of CRM's own automated checks run on every update.
What they cover: Records and fields | Contacts, leads, and deals | Email | Projects and tasks
Your business data is kept apart from every other company and out of our reach.
- Every company gets its own separate database and its own encryption key.
- No one at Cascadia Web Services can open your data. None of our staff tools, logs, or admin screens can reach it.
- If you ever want our help inside your account, you grant a named person temporary access for a set time, you can end it at any time, and you see everything they do.
- Updates never remove or change your data. Before any update is released, it is tested to prove every record comes through unchanged.
- Every release is tested to confirm no one outside your company can reach your data.
How your data is protected
Read the CRM DocsSee All FeaturesChangelogUpdatesBack to MountDev Ops
