CRM Systems That Actually Work for Your Business
Most businesses don't need complicated software. They need a system that helps them keep track of customers, follow up at the right time, and stop losing information in email threads. We set up CRM systems that fit how you already work—just better organized.
Talk About Your Setup
What You Get From Our CRM Setup
We focus on practical implementation that helps your team spend less time hunting for information and more time actually talking to customers.
Custom Configuration
Your business doesn't operate like everyone else's, so your CRM shouldn't either. We configure fields, workflows, and automation based on your actual processes—not some generic template.
Team Training That Sticks
Software only works if people use it. We train your team on the specific features they'll actually need, with real examples from your business. No hour-long videos about features you'll never touch.
Data Migration Support
Moving customer information from spreadsheets or old systems is tedious work. We handle the technical parts so your historical data comes over clean and organized.
Real Businesses, Real Results
Last year, we worked with a manufacturing supplier who was tracking customer orders across three different spreadsheets and a notebook. Their sales team couldn't see what engineering promised clients, and customer service had no idea about ongoing issues.
After setting up their CRM, they could finally see complete customer histories in one place. Follow-ups stopped falling through the cracks. Their team stopped asking customers to repeat information. Not revolutionary—just organized.
Integration With What You Already Use
You probably have email, accounting software, maybe a scheduling tool. A good CRM connects these pieces so information flows automatically. When a client emails, it logs in their record. When you send an invoice, it updates their account history.
We figure out which integrations actually save you time and set them up properly. Some businesses need complex automation. Others just need their email to sync correctly. Both are fine—we match the setup to your actual needs.
Henrik Bjornstad
Operations Director, Northern Industrial Supply
We'd been putting off getting a proper CRM for years because we thought it would be too complicated. Westmontdata made it straightforward. They didn't try to sell us features we didn't need, and the training focused on our actual workflow. Three months in, and my team actually uses it daily—which honestly surprised me.