Frequently Asked Questions

Mentis Vision is an AI-powered business command center for founders and operators. It combines Relationships CRM, Sales, Marketing + Content Studio, Finance, and Startup planning with the AI Insight that connects everything so you can act with clarity.

Mentis Vision is currently in early access with a select group of founding members. We're carefully expanding access to ensure quality and gather meaningful feedback. You can join the Early Access program or the Founders Interest List to be notified when spots open up.

Not at all. Mentis Vision is built specifically for non-technical business owners and operators who want clarity without complexity. The interface is intuitive, and the AI Insight explains everything in plain language—no spreadsheets or data expertise required.

We built Mentis Vision for small business owners (1-50 employees), solo entrepreneurs, back-office professionals, and advisors who work with multiple small businesses. If you care about understanding your business clearly and making confident decisions, it's for you.

Mentis Vision includes six engines: Relationships CRM (contacts + organizations), Sales (pipeline + deals), Marketing (campaigns + sequences), Content Studio (creation + scheduling), Finance (cash flow + invoices), and Startup (planning + milestones). The AI Insight connects them all.

Your CRM is the source of truth. Deals and activities are tied to contacts, marketing campaigns link back to your CRM, and finance ties revenue back to deals—then the AI Insight reads across everything to recommend next actions.

Yes. The Marketing Engine works hand-in-hand with Content Studio, so the content you create can be scheduled, tracked, and tied to campaigns and revenue outcomes.

The AI Insight reads data across all your connected engines and answers your questions in plain language. Ask things like 'Why is my profit down this month?' or 'Which deals are most likely to close?' and get clear, actionable explanations—not just charts and numbers.

Yes. When you send emails through Mentis Vision, you can enable tracking to see when recipients open your emails, click links, and reply. This helps you understand engagement and follow up at the right time.

No. Mentis Vision complements your accountant or bookkeeper by giving both of you clearer insight into what's happening in your business. Think of it as a shared visibility layer that helps everyone make better decisions.

Yes. The Sales Engine provides a visual pipeline view where you can track deals through stages, set values and close dates, associate contacts and activities, and get AI-powered briefings on your best opportunities.

We currently support Gmail/Google Workspace for email sync and Google Calendar for scheduling. We are actively building integrations with accounting tools (QuickBooks, Xero), banking platforms, and ad channels. Specific integrations are announced as they go live.

Yes. You can import contacts from Google Contacts CSV and Pipedrive exports, and we sync Gmail to capture communication history automatically. More import paths are on the roadmap.

Yes. Google Calendar integration lets you see upcoming meetings alongside your deals and contacts, so you have full context before every conversation. Additional calendar support is planned.

Security is a top priority. We use industry-standard encryption for data at rest and in transit, secure OAuth connections for integrations, and strict access controls. Your data is yours—we don't sell it or use it for advertising.

Your data is stored on secure, encrypted servers. We follow modern best practices for data handling, access control, and backup procedures to ensure your information is protected.

Yes. You have full control over your data and can request deletion at any time. We believe your business data belongs to you.

We use OAuth 2.0 (the same secure method used by major apps) to connect to your email. We only access the emails relevant to your CRM contacts and never store your email password.

Final pricing is being refined with early access members. Our goal is to keep it affordable for serious small businesses that value clarity. Early access members receive preferred pricing before general launch.

Early access members get extended trial periods to thoroughly evaluate the platform. Once we launch generally, we plan to offer a trial period so you can experience Mentis Vision before committing.

Early Access members get immediate platform access, can use all features, and help shape the product with direct feedback. The Founders Interest List is for those who want to stay informed and receive updates without committing to active testing yet.

Early access members have direct access to the founding team via email. You can reach us at sang@mentisvision.com for urgent matters or info@mentisvision.com for general inquiries. We typically respond within one business day.

Yes. Early access members receive personalized onboarding to help them get set up and see value quickly. We're building help documentation and tutorials that will be available to all users at launch.

Absolutely. We're building Mentis Vision based on real user feedback. Early access members have direct input on our roadmap, and we regularly implement suggestions that align with our vision of clarity for small businesses.