Features

Everything your business needs, all in one platform.

Grow your Leads, Contacts and Sales Activities

Manage Leads

Manage Leads

Capture leads and manage them in a more efficient way. Manage your sales activities, contact, organization and email conversation against each lead from a single view.

Contacts and Organizations

Contacts and Organizations

Customers are the real asset of your business. Manage your contact list and associated organization in an efficient way.

Activities

Activities

Schedule activities that are associated with any lead, contact or organization. Define activities as Tasks, Calls, Emails and Meetings. Keep track of your own to-do list. Assigns tasks for any lead, contact or organization based on priority and due date.

Spreadsheet-View

Spreadsheet View

Managing your data on mountstride is as easy as using Excel/Spreadsheets. Manage and filter records easy. Freeze panes for the most prominent data set. Show & hide columns based on your requirement. Apply filters and sort data directly from column headers.

Pipeline View

Pipeline View

Get a bird’s eye view of your sales process from one screen. Gain absolute clarity of your business with our pipeline view. With mountstride pipeline view, be “empowered” - know the status, identify the potential, push the momentum, eradicate bottlenecks & delays, improve customer service and increase sales.

Timeline View

Timeline View

Get chronological record of activities performed on data in Timeline view. Empower your staff, by giving them ability to look at the history of interactions and actions taken on lead, contact, organization or activities.

Customer Management

Related Entities

Related Entities

Identify leads that are associated with same contact to get insight on historical interactions, preferences, and transactions.

Customer Segmentation

Customer Segmentation

Mark your customers for sending email campaigns, taking follow-ups or staying engaged with them.

Contacts and Organizations

Merge Duplicates

Keep your contact list clean and organized. Remove duplicate contacts with robust data merging functionality.

Monitor your KPIs

Monitor Your KPI’s

SLA's

Measure, Monitor, Motivate your teams with integrated service level tracking in your process. Map SLA’s to every stage based on your unique sales funnel, get notifications as soon as SLA is missed so you can take swift and corrective action.

Track your journey

Track your journey

Check and monitor journey of each lead to get insight on how much time is taken to move ahead. Get meaningful insights on how deals are progressing from one stage to another. Achieve your customer servicing KPI's and improved staff efficiency.

Tagging and Custom Views

Tags and Labels

Label important elements to enhance the searchability and quick access. Add custom labels to mark your important leads, contacts, organizations and activities.

Views & Filters

Save and personalize your searches as “Views” based on your frequently used searches. No more digging for details. Leverage on system generated predefined views to easily access key data set.

Personalized Experience with Customization

Customizable Stages

Customizable Stages

Define stages based on your unique sales funnel. Get reports on how long it took to send a quote or time taken to get in touch with your customer.

Custom Fields

Custom Fields

Define input data fields for your business by creating custom fields. Flexibility to create custom fields for leads, contacts and organizations.

Module & Customization

Module & Customization

Define module name and labels that are more familiar in your business environment to get personalized user experience throughout the system. Align your business processes naming convention for easy adoptability of your staff.

Get Quick Analytics

Dashboard

Dashboard

Stay on top of your business and gain valuable insights at a glance to make better and smarter business decisions.

Reports

Reports

Intelligent reports that will help management in getting an overview of top Lead Traffic Source, Lead follow ups and more! Turn data into knowledge, knowledge into intelligence. Drive smart actions, optimise and grow your business.

Automation with Incoming Leads

Web-to-Lead

Web-to-Lead

Automatically add data from your website form as lead / contact and set auto allocation rules from rule engine

Email-to-Lead

Email-to-Lead

Let your business email address capture all messages as leads into the system. Automatically add data from incoming email as lead and auto allocation based on rule engine.

Automation Through Rule Engine

Automation Through Rule Engine

Use rule engine to automate lead allocation process by defining rules for all incoming leads via web and email. Match criteria and set actions to be performed like assign labels and set ownership.

Email Centralisation – histride (add-on)

You own your mails. We do not sync your personal email inbox.

Emails are no longer effective. With our cleverly integrated solution of mountstride and histride, we address standard challenges posed by traditional email inbox:
Too many – email overload.
Too little – email underload.
Unorganised. Scattered. Random. Not Prioritised.
Missing out on necessary – cc.
Bombarded by unnecessary – cc.
Get the best of both worlds, workflow driven system and simplicity of inbox.
Manage micro level email communication at lead and contact level.
General inbox functionalities replaced with focused, filtered inbox.
Individual inbox become “team” inbox for shared leads, deals and support requests.

Canned Responses & Templates

Canned Responses & Templates

Save time and be efficient by using predefined email responses and templates. You can also choose a predefined email response and personalise it before sending. Predefined canned responses can be shared organisation wide with other team members.

Files

Files

Organize your important files by attaching it with email or uploading it against leads and activities.

email-centralisation

Signatures

Keep your conversations more personalized with signatures. Manage multiple signatures for different business cases and use it while replying.

Manage Bulk Data with Wizards

Export Wizard

Export required data from a lead, contact and organization module and create your own Export Template. Save time and be efficient by using export templates created previously.

Import Wizard

Migrate your data from other CRM with few simple steps of our import wizard. Not just adding, but modifying large number of records is also easy through this wizard.

Who sees what..

Roles & Access Control

Roles & Access Control

Create roles as per your business needs. assign roles to users, define permissions, and control access to information

Data Visibility Control

Data Visibility Control

Selective sharing of leads, contacts and organization details for individuals and teams. Control who sees what and does what to stay focused.

Manage Teams

Manage Teams

Create and manage teams to keep assignments of leads more organized. Share content with the relevant team members and keep them focused.

Security

IP Restriction

Option to restrict access of the system to your local infrastructure setup. Assign IP’s from which a user can access this system.

Audit Logs

Check on history of interactions and actions taken on data.

Usage

Checking who has logged in when and from where.

Onboarding & Support

Easy Onboarding

Easy Onboarding

Bare minimal information and groundwork required to get you up and running with mountstride Short learning curve to turn your sales team into “high impact” sales team. Onboard your staff easily with minimum efforts.

Support

Support

Drive a successful implementation with our help. mountstride offers customer support via email for free users and custom packages available for paid users.

Developer Zone

WordPress Plugin

Integration of Contact form 7 to mountstride CRM is a WordPress plugin to integrate mountstride CRM with WordPress which helps to make it quickest & simplest way to synchronize your customer’s data to your mountstride CRM account.

API Documentation

Detailed guidelines including API parameters and examples are available.

More Features

Pricing & Multiple Currency

Pricing & Multiple Currency

Manage your sales in multiple currency. Summarized snapshot of sales figure in your preferred currency.

notifications

Notifications

Stay updated with emails and web push notifications. Do not miss out your key updates – always stay informed.

Keep all details handy with our Mobile Application

No matter where you are, always stay connected with incoming leads, email conversations with customer, schedule activities
with mountstride app for Android and Apple iOS.

Contact us Today to get a quote
Start collaborating as a team, as you always wanted to.
Free for up to 5 users, no fixed contracts, no credit card required.