The Platform

Six engines. One strategist. Zero blind spots.

Explore how each engine works independently and how Mentis Intelligence connects them into a unified intelligence layer for your business.

CRMSalesMarketingContentStartupFinanceMentis Intelligence
Relationship Engine

Every relationship, beautifully organized

Manage contacts, organizations, and every interaction in one place. Health scoring tells you who needs attention. Activity timelines show the complete picture.

  • Contact & org management
  • Email sync & integration
  • Activity timeline tracking
  • Relationship health scoring
  • Notes & meeting logs
  • Linked to Sales pipeline
Relationship Engine
847 contacts
SC

Sarah Chen

Acme Corp

92%

Healthy

MJ

Marcus Johnson

TechStart Inc

78%

Healthy

ER

Elena Rodriguez

GlobalFit

45%

Needs Attention

DK

David Kim

NovaPay

88%

Healthy

Sales Pipeline
$284.5K total

Discovery

8

$42K

Proposal

5

$89K

Negotiation

3

$124K

Closed

12

$284K

Acme Corp - Enterprise

Negotiation

$45,000

75%

TechStart - Growth Plan

Proposal

$28,000

60%

GlobalFit - Starter

Discovery

$12,000

40%

Sales Engine

Close deals with intelligent precision

Visual pipeline management, intelligent sales briefs, proposal builder, and revenue forecasting. Every deal tracked from first touch to close.

  • Visual pipeline stages
  • Intelligent sales briefs
  • Proposal & contract builder
  • Revenue forecasting
  • Task & follow-up manager
  • Sales automation workflows
Marketing Engine

Campaigns that convert, analytics that matter

Build campaigns, automate email sequences, target audiences, and measure ROI - all connected to your CRM and sales pipeline.

  • Email campaign builder
  • Marketing automation
  • Audience segmentation
  • Campaign analytics
  • Multi-channel outreach
  • ROI tracking
Marketing Dashboard
3.1x ROI

12.4K

Emails Sent

34.2%

Open Rate

8.7%

Click Rate

Top Channels

LinkedIn142 leads
Email Campaigns98 leads
Organic Search67 leads
Content Studio
Mentis-Powered
Mentis Content Generator

"Write a LinkedIn post about how AI is transforming small business management..."

Blog Post

Mentis-assisted

Video Script

Mentis-assisted

Social Post

Mentis-assisted

Mon

Tue

Wed

Thu

Fri

Content Studio

Intelligent content creation and publishing

Generate posts, create videos, design thumbnails, and schedule across all platforms. Your Mentis creative partner.

  • Mentis content generation
  • Video creation tools
  • Thumbnail & image design
  • Multi-platform scheduling
  • Brand kit management
  • Content performance analytics
Startup Engine
Just Updated

From idea to investor-ready, and beyond

Not just a plan builder. A living system. Your business plan versions, diffs, and syncs with your strategic plan in real time. Know when you're on track, and when you've drifted.

  • Ideation Lab
  • 90-day action paths
  • Living business plans
  • Strategic plan sync
  • KPI variance tracking
  • Investor CRM + pitch deck

Recently shipped:

Living Business Plans - Approve & snapshot versions, compare section-level diffs, track KPI actuals vs projections.
Bidirectional Strategic Sync - Know instantly when your strategic plan diverges from your latest business plan - sync in one click.
Plan Staleness Detection - Automatic alerts when a plan hasn't been reviewed in 30 or 90 days. Always know what needs updating.
Startup Engine
Day 34 / 90

90-Day Action Path

IdeationValidationLaunch

Business Plan

72%

Complete

Pitch Deck

5/12

Slides ready

Complete market analysis
Finalize revenue model
Build investor one-pager
Schedule pitch rehearsal
Finance Engine
Real-time

Cash Balance

$128,400

+$12K this month

Runway

14.2 mo

+1.3 mo improvement

Monthly Cash Flow

JanJunDec
Mentis Intelligence

At current growth, you'll reach profitability in 4 months. Consider accelerating Q3 marketing spend.

Finance Engine

Financial clarity, included with every plan

Cash flow tracking, runway projections, invoice management, and intelligent financial explanations. No more spreadsheet chaos.

  • Cash flow tracking
  • Invoice management
  • Runway projections
  • Transaction tracking
  • Intelligent financial explanations
  • Financial reports

Every plan includes all six engines and Mentis Intelligence.

Mentis Intelligence - Your Strategic Command Center

The intelligence layer that ties it all together

Mentis Intelligence doesn't just sit in one engine - it reads across all of them. It sees patterns in your CRM that affect your pipeline, marketing trends that impact revenue, and financial signals that inform your strategy.

Purpose-built on the most advanced platforms from OpenAI, Anthropic, and Google.

Cross-Engine Insights

Mentis reads your CRM, sales, marketing, and finance data simultaneously to surface patterns humans miss.

Proactive Recommendations

Don't wait for problems. Mentis Intelligence alerts you to deals going cold, campaigns underperforming, and runway changes.

Natural Language Q&A

Ask questions in plain English: 'Which deals need attention?' 'What's my best marketing channel?' 'How's my cash flow?'

Predictive Analytics

Mentis models trained on your data predict deal outcomes, campaign performance, and financial trends.

Smart Summaries

Daily briefings that summarize what happened, what needs attention, and what to do next.

Action Suggestions

One-click actions: follow up with a contact, adjust a campaign, send an invoice - all Mentis-suggested.

Ready to explore the platform?

Start with one engine or get the full suite. Scale up anytime.

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