Bridging the technology gap

0%
Initializing systems
CRM & ERP implementation

CRM and ERP implementation in India. Set up to fit your process.

We set up, customise and connect CRM and ERP systems so your sales, orders, stock and accounts work from one record, and we train your team to use it.

  • Reports and dashboardsThe numbers each team needs, from one source of truth
  • IntegrationsWebsite, accounting, WhatsApp, payments and other tools connected
  • ConfigurationFields, stages, approvals and permissions set up around your process
  • Clean dataCustomers, products and history migrated and checked

Reports and dashboards. The numbers each team needs, from one source of truth

430+Clients served
16+Countries
3 cloudsAWS, Azure, Google Cloud
CertifiedAWS, Azure, RHCSA, CEH
At a glance

MOUNTSMY provides CRM and ERP implementation from Ahmedabad, India: choosing the right platform or a custom build, configuring it to your process, migrating data, building integrations and reports, and training your team. We work with platforms such as Zoho, Odoo, HubSpot and Salesforce, and build custom CRM and ERP software where a ready-made product does not fit.

Covers
Choice, setup, data, integrations, training
Platforms
Zoho, Odoo, HubSpot, Salesforce or custom
First step
A free requirements call
You own
Accounts, data and configuration
Before and after

From scattered sheets to one record

A system only helps if it matches how your team really works.

Your path to a working CRM or ERP

Example
Data
Spreadsheets and inboxesSeveral versions of the truth
One customer recordEveryone sees the same data
Process
Manual hand-offsThings fall between people
Stages and approvalsWork moves on its own
Reports
Reports built by handAlways out of date
Live dashboardsAlways current
  • Fits your process
  • Data migrated and checked
  • Your team trained

An example path, drawn by us. Your call shows yours.

The reality

Six reasons CRM and ERP projects stall

Most are about process and adoption, not software.

01

The wrong platform

A tool chosen for its brand does not fit the way you work.

What we doCompare options against your real process, and say when a custom build is better.
02

Messy data moved in as it is

Duplicates and gaps are copied into the new system.

What we doClean, map and test data before and after the migration.
03

Too much customisation

Heavy changes make upgrades painful.

What we doUse standard features where they fit, and customise only where it earns its keep.
04

Nobody uses it

The team goes back to spreadsheets.

What we doInvolve users early, train them, and keep screens simple.
05

Disconnected tools

Sales, accounts and stock do not talk to each other.

What we doBuild integrations so data moves between systems.
06

Locked into a partner

Only the implementer can change it.

What we doKeep accounts and documentation in your hands.
An implementation, step by step

How a CRM or ERP project runs

Each step has a check, and your team sees the system early.

  1. RequirementsProcess, users, systems
  2. ChoosePlatform or custom
  3. ConfigureFields, stages, rules
  4. Migrate dataClean, map, test
  5. TrainHands-on sessions
  6. Go liveWith support
What you gain

What changes once the system fits

Good systems remove work, not add it.

One source of truth

Customers, orders and stock in one place.

Faster follow-up

Leads, reminders and approvals handled in the system.

Reports you trust

Live numbers instead of manual spreadsheets.

Fewer manual steps

Data flows between tools without retyping.

A team that uses it

Simple screens and proper training.

Access you control

Permissions set by role, with an audit trail.

Terms explained

CRM, ERP and custom build: what is the difference?

The right one depends on your process.

OptionWhat it coversFits when
CRMLeads, customers, deals and follow-upSales and service are the main need
ERPOrders, stock, purchasing, accounts and more in one systemOperations and finance need to share data
Custom buildSoftware made for your exact processReady-made products do not fit, or the process is your edge
What we cover

Five areas of CRM and ERP work

We use the platform that fits, and build custom only where it pays off.

Selection and requirements

Choose the right platform for your process.

  • Process and user workshops
  • A short list compared on your needs
  • Honest advice on ready-made or custom
  • A written plan

Platforms

ZohoOdooHubSpotSalesforce

Custom

Node.jsPythonReact
How we work

Five stages from requirements to go-live

We involve your team early, so the system matches the work.

  1. 1

    Requirements

    Understand your process and users.

    What happens
    • Workshops with each team
    • Map the current process
    • List systems to connect
    You get
    • A requirements summary
    • A process map
    • A fixed-scope quote
    Your part

    Give us time with the people who do the work.

    Safety net

    We change nothing in this stage.

  2. 2

    Choose and plan

    Pick the platform and plan the build.

    What happens
    • Compare options on your needs
    • Decide ready-made or custom
    • Plan phases
    You get
    • A recommendation
    • A phased plan
    • A migration outline
    Your part

    Approve the platform and plan.

    Safety net

    We say so if a simpler option fits.

  3. 3

    Configure

    Set the system up.

    What happens
    • Build pipelines and fields
    • Set roles and approvals
    • Create reports
    You get
    • A working test system
    • Documentation
    • Demo sessions
    Your part

    Try it and give feedback.

    Safety net

    Built in a test system first.

  4. 4

    Migrate and connect

    Bring data and tools together.

    What happens
    • Clean and map data
    • Run test migrations
    • Build integrations
    You get
    • Verified data
    • Working integrations
    • A cut-over plan
    Your part

    Check sample records.

    Safety net

    Old data stays untouched until you approve.

  5. 5

    Train and go live

    Launch with support.

    What happens
    • Train each role
    • Go live carefully
    • Fix early issues
    You get
    • A live system
    • Guides
    • Optional monthly support
    Your part

    Pick champions on each team.

    Safety net

    Support is on hand through the first weeks.

Why MOUNTSMY

A typical implementation partner and MOUNTSMY

We are not tied to one product, and we build custom when it is better for you.

A typical partnerMOUNTSMY
ChoiceRecommends the platform they sellCompares options, including a custom build
CustomisationHeavy changes that break upgradesStandard features first, custom where it earns its keep
DataCopied in as it isCleaned, mapped and checked before go-live
IntegrationLimited connectorsCustom APIs for any system that has one
OwnershipConfiguration only they understandDocumentation and accounts in your hands
EngineeringConsultants onlyEngineers who can build what the platform cannot
What can go wrong

Six implementation risks, and how we prevent them

Most projects fail on adoption, not technology.

Wrong platformCompare against your real process before choosing.
Bad data migratedClean, map and test data, and check counts after.
Team does not adopt itInvolve users early, train by role and keep screens simple.
Over-customised systemUse standard features first, and record every custom change.
Integrations breakTest with real data, add error alerts and document each link.
Dependence on one partnerAccounts, documentation and handover in your hands.

Your old data stays safe until the new system is proven.

Ways to work with us

Four ways to start

Most clients begin with a requirements call.

Requirements and platform review

A short review of your process and options, with a written recommendation. Yours to keep.

Good for: Knowing what to choose

Fixed-scope project

A clear scope, timeline and price for a defined piece of work.

Good for: A specific goal

Hourly

Fixes, audits and short tasks, billed by the hour.

Good for: Small or urgent jobs

Dedicated engineer or team

Part-time or full-time engineers working inside your tools, by the month.

Good for: Ongoing work and support
Where this fits

CRM and ERP in the wider picture

It sits between your customers and your operations.

FAQ

CRM and ERP implementation: common questions

Something else on your mind? Ask us directly.

Ask a question
What is the difference between CRM and ERP?

A CRM manages leads, customers and sales. An ERP manages operations such as orders, stock, purchasing and accounts. Some businesses need both, connected.

Which CRM or ERP should we choose?

It depends on your process, size and budget. We compare options against your needs, including a custom build, and tell you honestly which fits.

Do you work with Zoho, Odoo, HubSpot and Salesforce?

Yes. We implement, customise and integrate them, and we build custom CRM and ERP software where a ready-made product does not fit.

Can you migrate our existing data?

Yes. We clean, map and test the data, and check counts and samples after the move.

Can you connect it to our website, WhatsApp and accounting?

Yes. We build integrations through APIs, so data moves between systems without retyping.

Will our team be trained?

Yes. We train each role and leave quick guides.

How long does implementation take?

It depends on the size and the number of integrations. After a requirements call you get a phased plan with dates.

How much does it cost?

It depends on the platform, the customisation and the data. After a free call you get a written plan and quote.

Do we own the configuration?

Yes. Accounts, data and documentation stay in your name.

Can you support it after go-live?

Yes, monthly or by the hour.

Related

Keep exploring.

More product & business services

Ready for a CRM or ERP that fits?

Book a free 30-minute call with an engineer. We’ll send a written plan and quote after.