Sales Montana connects to the tools your reps already work in: their own Gmail or Outlook mailbox, Slack for floor alerts on Pro and Claude, ChatGPT or Cursor over an MCP connector. Lists come in from CSV or XLSX.
He reads your site and shows who he'd call. Free to see, no account needed. The trial (14 days or 100 minutes) asks for a card; nothing is charged until it ends.
By Nabil Irfan, founder of Sales Montana · Updated
What is Sales Montana? Sales Montana is a power dialer and CRM for B2B teams. Montana, its AI head of sales, finds leads, reviews every interaction and tells each rep where to focus. One flat price for the platform: Engine $99 a month for up to 3 reps or Pro $297 a month for unlimited reps, billed monthly. The 14-day trial takes a card to start and nothing is charged until it ends. Read more about Sales Montana.
Each one does a specific job.
Reps send email from their own mailbox, and replies sync back and thread onto the account next to the calls.
Floor alerts land in Slack on the Pro plan, so a manager sees what is happening without opening the app.
Connect your workspace over MCP and ask about campaigns, leads, calls and deals in your own words, at the level you approve.
Bring your own list in from a spreadsheet. Imports match on phone number and domain, so existing companies are updated rather than duplicated.
Gmail, Outlook and Zoho connect over OAuth: you click Connect and approve it at your provider. Each rep connects their own, and nobody can read anybody else's. Replies sync back and thread against the account, so a conversation lives on the company timeline next to the calls rather than in one rep's mail client.
Sales Montana runs an MCP server, the open standard that lets an assistant use an outside system. Connect it once and your own Claude, ChatGPT or Cursor can read your workspace and, at the level you approve, make changes in it. A connection never has more access than the person who made it. No connection can place a call, send an email, change billing or change a role.
See the MCP documentation or the Claude CRM page.
Import a CSV or XLSX export and it lands in the CRM. Records match on phone number first and domain second, so a company that already exists is updated rather than duplicated. Rows that fail validation are reported back rather than dropped. See the documentation for the full set of setup steps.
Which email providers connect?
Gmail, Outlook and Zoho connect over OAuth, and Exchange connects over your organization's web services endpoint. Each rep connects their own mailbox.
What does the Claude and ChatGPT connector do?
It connects your workspace over MCP so your own assistant can read campaigns, leads, calls and deals, and make changes at the level you approve. It can never do more than you can.
Do replies come back into the CRM?
Yes. Replies sync back and thread against the account, so the conversation lives on the company timeline next to the calls.
Can I import a spreadsheet?
Yes. Import a CSV or XLSX export. Imports match on phone number first and domain second, so existing companies are updated rather than duplicated.
He reads your site and shows who he'd call, before you have given us an email.