The wrong platform
A tool chosen for its brand does not fit the way you work.
Bridging the technology gap
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 dashboards. The numbers each team needs, from one source of truth
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.
A system only helps if it matches how your team really works.
An example path, drawn by us. Your call shows yours.
Most are about process and adoption, not software.
A tool chosen for its brand does not fit the way you work.
Duplicates and gaps are copied into the new system.
Heavy changes make upgrades painful.
The team goes back to spreadsheets.
Sales, accounts and stock do not talk to each other.
Only the implementer can change it.
Each step has a check, and your team sees the system early.
Good systems remove work, not add it.
Customers, orders and stock in one place.
Leads, reminders and approvals handled in the system.
Live numbers instead of manual spreadsheets.
Data flows between tools without retyping.
Simple screens and proper training.
Permissions set by role, with an audit trail.
The right one depends on your process.
| Option | What it covers | Fits when |
|---|---|---|
| CRM | Leads, customers, deals and follow-up | Sales and service are the main need |
| ERP | Orders, stock, purchasing, accounts and more in one system | Operations and finance need to share data |
| Custom build | Software made for your exact process | Ready-made products do not fit, or the process is your edge |
We use the platform that fits, and build custom only where it pays off.
Choose the right platform for your process.
We involve your team early, so the system matches the work.
Understand your process and users.
Give us time with the people who do the work.
We change nothing in this stage.
Pick the platform and plan the build.
Approve the platform and plan.
We say so if a simpler option fits.
Set the system up.
Try it and give feedback.
Built in a test system first.
Bring data and tools together.
Check sample records.
Old data stays untouched until you approve.
Launch with support.
Pick champions on each team.
Support is on hand through the first weeks.
We are not tied to one product, and we build custom when it is better for you.
Most projects fail on adoption, not technology.
Your old data stays safe until the new system is proven.
Most clients begin with a requirements call.
A short review of your process and options, with a written recommendation. Yours to keep.
Good for: Knowing what to chooseA clear scope, timeline and price for a defined piece of work.
Good for: A specific goalFixes, audits and short tasks, billed by the hour.
Good for: Small or urgent jobsPart-time or full-time engineers working inside your tools, by the month.
Good for: Ongoing work and supportThe process differs by sector, from schools to compliance firms.
It sits between your customers and your operations.
Something else on your mind? Ask us directly.
Ask a questionA CRM manages leads, customers and sales. An ERP manages operations such as orders, stock, purchasing and accounts. Some businesses need both, connected.
It depends on your process, size and budget. We compare options against your needs, including a custom build, and tell you honestly which fits.
Yes. We implement, customise and integrate them, and we build custom CRM and ERP software where a ready-made product does not fit.
Yes. We clean, map and test the data, and check counts and samples after the move.
Yes. We build integrations through APIs, so data moves between systems without retyping.
Yes. We train each role and leave quick guides.
It depends on the size and the number of integrations. After a requirements call you get a phased plan with dates.
It depends on the platform, the customisation and the data. After a free call you get a written plan and quote.
Yes. Accounts, data and documentation stay in your name.
Yes, monthly or by the hour.
Book a free 30-minute call with an engineer. We’ll send a written plan and quote after.