Montco Systems designs and builds the systems your business actually runs on, then layers in AI automation to take the repetitive work off your team's plate for good. Deep expertise in CRM platforms, Microsoft Power Platform, and Microsoft 365 — built to work with whatever you're already on.
A CRM that half the team enters data into differently — or not at all.
Reports built by hand in Excel every week, from three different exports.
Your team doing the same repetitive task by hand every single day — the kind of work AI should be doing for you.
A CRM or business system that's still just files and folders, not an actual system.
Every engagement starts with an audit of what you actually have — then we scope only the work that earns its keep. Fixed pricing, no open-ended hours.
We design and build the actual system your business runs on — configured around how you really work, not a generic template. Deepest expertise in CRM platforms, Microsoft Power Platform, and Microsoft 365, built around your business either way.
We identify the repetitive, manual work eating your team's time and build automation — powered by AI where it earns its keep — so the system handles it on its own, not your team.
A full map of where your data lives, where it breaks, and what's costing you time. You get a clear report and a prioritized roadmap, at no cost — no commitment beyond that.
Your CRM talks to your inbox, your files, and your invoicing — automatically. Built on whatever you already run: Microsoft 365 and Smartsheet, or Monday.com, Zapier, and Make.
Live Power BI dashboards for sales, operations, or finance — pulling straight from your systems, so the Monday report builds itself.
Paying for tools that overlap or fight each other? We consolidate onto the smallest stack that actually covers what you need.
Same process whether it's a two-week audit or a multi-month rebuild — you always know what's next and what it costs.
We map your current systems and data flow, and hand you a written report — at no cost, even if you go no further than this.
You get a fixed price for exactly what's worth building, ranked by impact. No hourly billing surprises.
We build in your existing tools wherever possible, so your team isn't relearning software they already know.
You get documentation your team can actually use, plus an optional monthly retainer if you'd rather we keep maintaining it.
I'm Isaac Birdsong, founder of Montco Systems. My background is in data science and analytics — not just workflow tools — which means every custom system I build is grounded in a data model that actually holds up, and the automation on top of it is solving a real problem, not just adding technology for the sake of it.
I go deepest on CRM platforms, Microsoft Power Platform, and Microsoft 365 — but I build around whatever your business already runs on, whether that's Smartsheet, Monday.com, or something else entirely. The system gets built around your business, not the other way around.
A fixed-scope, no-obligation look at where your CRM, Power Platform, or Microsoft 365 setup is falling short, and where automation could take the manual work off your team's plate — on us.
Fixed-scope. No obligation. We'll follow up within a couple of business days.