MONTARExecutive

Private builds · By briefing only

Your company,on its ownoperating system.

One private system for your leads, clients, money, team and follow-ups. In your name, shaped around how you already work.

Pipeline Billing Texting Automations Team Portals Reports Connections Your company
  • Designed around how your company already works
  • Owned outright: the code, the data, the domain
  • Few builds at a time, each one led by our founder

The idea

Most growing companies rent a dozen tools that never speak to each other. The owner pays for every seat, and the best people spend their mornings copying between them. We replace all of it with one system that fits the business.

  • i.

    One place

    Every lead, client, quote, invoice, text and task in a single system, with one login for each person on your team.

  • ii.

    Built around you

    Your stages, your language, your approvals. We map how your company actually runs before anything is built.

  • iii.

    Owned, not rented

    No per-seat fees that rise with every hire. It runs on accounts in your name, and it stays yours.

The proof

We built ours first.

Montar runs on a system we built from nothing. These plates are its real screens. Your build starts from the same foundation.

  • 88database changes, each one tested before release
  • 47server functions working behind the screens
  • 95automated test files run before every update
  • Dailyrunning our clients’ businesses since September 2026
The automation builder: a text goes out, the system waits two days for a reply, then either tells the team or checks the quote and assigns the lead
Plate I. The automation builder. Follow-ups laid out like a map, and tested before anything is sent.
Quotes on the owner's phone: the ones gone quiet, what is waiting on customers, approved jobs and the approval rate
Plate II. Quotes, on the owner’s phone.
The owner's numbers: leads over time, where leads come from and top services by revenue
Plate III. The owner’s view. Where the work comes from, and what it pays.

What goes inside

Every part of the business, under one roof.

Each build takes what it needs from these eight, then adds what is particular to you.

  1. I

    Pipeline and clients

    Every enquiry from every channel on one board, with the full history of each client a tap away.

    Website, Meta, QR and call leads arrive in seconds

  2. II

    Billing and payments

    Quotes clients approve on their phone, invoices paid by card, monthly billing and courteous reminders.

    Real payments through Stripe, straight to the bank

  3. III

    Texting and calls

    Two-way business texting on a registered number, and tracked lines that reach the right person.

    Every text and call kept on the client’s record

  4. IV

    Automations

    Follow-ups, reminders and hand-offs that run on their own, drawn on a canvas anyone can read.

    Different paths for who replied, with a test run first

  5. V

    Team and access

    Owner, manager, staff and sales logins, each seeing only what their role requires.

    Reps sign their agreement before they get in

  6. VI

    Client portals

    A private page for each client to approve, pay, sign and see exactly where their work stands.

    Terms accepted and recorded inside the system

  7. VII

    The owner’s view

    One morning screen: money in, money owed, who needs you, and the week against your goal.

    A short email each morning of who to call first

  8. VIII

    Connections

    Your website, ad accounts, payments, email and the tools you choose to keep, wired so data moves on its own.

    Google, Meta, Stripe, Twilio, Resend and Zapier

Built once.
Owned outright.

No seat fees · No rented software · No one else’s roadmap

The engagement

Four phases. No surprises.

You see working screens every week, and nothing replaces what you use today until your team is ready for it.

  1. 01

    Blueprint

    Two to three weeks

    We sit with you and your team and map every step, from the first call to the paid invoice. You receive a written plan and the key screens before anything is built.

  2. 02

    Build

    Eight to fourteen weeks

    We build in weekly rounds. Each week brings a working preview to click through and a short note on what changed.

  3. 03

    Move in

    Two weeks

    We bring your clients and history across, train each person on their role, and run old and new side by side until you are ready.

  4. 04

    Stewardship

    Month to month

    We keep it running, secure and current, fix anything within the week, and add to it as the business grows.

Investment

Priced as a build, not a subscription.

Every build is quoted in writing after the blueprint, so you know the full figure before work begins.

  • Blueprint

    $7,500

    The map of your company, the plan and the key screens. Yours to keep either way, and credited in full to the build.

  • Build and move in

    from $60,000

    The complete system, your data brought across and your team trained. Paid in stages as each part is delivered.

  • Stewardship

    from $2,500a month

    Care, security updates, fixes, and new features added each month.

Hosting, texting and card fees are billed to your own accounts by each provider, at cost.

A fit if

  • Your team has outgrown spreadsheets and a stack of apps
  • The way you sell or deliver is particular to you
  • You want one screen that tells you how the business is doing

Not a fit if

  • You need it running next week. Shop CRM is ready today.
  • An off-the-shelf tool already does everything you need
  • No one on your side has time for the blueprint

Questions

Before the first call.

Who owns the system?

You do: your copy of the code, your data, your domain and every account it runs on. The parts we bring from our own system come with a licence that never expires, so nothing is ever held back from you.

Why not Salesforce or HubSpot?

They are good general tools. You pay for every seat for as long as you use them, and your process bends to fit their screens. An Executive build fits your process, carries no seat fees, and does only what your company needs.

Can it work with what we already use?

Usually, yes. We connect your website, ad accounts, payments and email, and keep any tool you would like to keep. The blueprint lists each connection and how it will work.

How is it kept secure?

Each person signs in with their own login and sees only what their role allows, enforced in the database itself. Every release passes our automated tests and security checks first. We are glad to sign your NDA before the first call.

What if we stop working together?

It keeps running. It lives on accounts in your name, and we hand over the code, the documentation and every login. Stewardship is month to month.

Can we begin with one part?

Yes. Many builds start with whatever hurts most, often the pipeline or billing, and grow from there. The blueprint sets the order.

Private briefing

Tell us how your company runs today.

A few lines are enough. What you send stays between us.

  1. i.We read what you send and reply personally within one business day.
  2. ii.A 45-minute conversation with our founder, under your NDA if you prefer.
  3. iii.A short written note on what we would build, and what it would cost.
Thank you. It is with us.We will read it carefully and reply personally within one business day.

We reply by email only. See our Terms and Privacy Policy. We never share what you send.