Start
Quickstart
From nothing to a rep on the phone takes about ten minutes, and most of it is Montana doing the work rather than you filling in forms.
- Sign up with an email address. A six digit code arrives, you enter it, and you are in. There is no password to choose; you can set one later in your personal settings if you want one.
- Give us your website. One field. The company name is taken from the domain and you can edit it.
- Montana reads your site. It works out what you sell, who you sell it to, and how to open the call. You get shown what it found and you correct anything that is wrong before it goes any further.
- Montana finds your first ten leads. Real companies with real phone numbers, based on a search it suggests from what it learned about you. You confirm the search before anything is spent.
- You land on a loaded queue. A trial number is assigned, a first campaign is created, and the ten leads are in it. Press Call Next.
Fourteen days or 100 talk minutes, whichever comes first, three users and a shared trial number. A card is required at signup and nothing is charged until the trial ends. The trial number is outbound only, so anyone ringing it back will not reach you until you have your own number.
After the first call
Three things are worth doing in the first day, in this order.
Connect your mailbox under Settings, then Mailboxes. Mail goes out from your own address rather than a shared sender, which is what keeps cold outbound out of the promotions tab. See Email.
Import your own list if you have one. Leads, then Import, takes a CSV or an XLSX and matches your columns to ours. See Leads and campaigns.
Invite the rest of the team. Engine covers up to three users and Pro has no limit, so on Pro add everyone, managers and watchers included. See Workspaces and roles.