One system to run your
whole business

CRM, ERP and marketing in one place — with an advisor that watches your numbers, flags what needs attention, and tells you what to do next.

Mantri means advisor. That is the job.

Free plan, no card required · Unlimited team members on every plan · Set up in minutes

app.mantricem.com/dashboard
Sample data

Outstanding

₹2,40,000

+12%

Open Deals

18

₹8.4L pipeline

This Month

₹95,000

invoiced

Do Now
RevenueInvoice INV-041 overdue by 9 days — ₹48,000
PipelineDeal "Kalpesh Agency" stale for 12 days

The problem

Running a business should not require eight tools

CRMInvoicesWhatsAppSpreadsheetsEmailDriveNotionInstagramTallyRemindersQuickBooksTasks

Your customers are in one place. Your invoices are in another. Projects live in a spreadsheet. Marketing happens when there is time. Nothing talks to anything else, and the only thing holding it together is you.

That is not a tooling problem. It is a clarity problem.

The answer

Three systems. One place. One advisor.

Most software gives you a CRM, or an ERP, or a marketing tool, and leaves you to connect them. MantriCEM gives you all three — and because it can see all three at once, it can tell you things no single tool ever could.

CRM
ERP
Marketing
Advisor

CRM

Know every customer, not just their contact details

Every conversation, deal, invoice and ticket for a customer sits on one page. The system scores how healthy each relationship is and tells you when one is going quiet — before you lose it.

  • Contacts and companies with a complete interaction history
  • Sales pipeline with custom stages and drag-and-drop
  • AI lead scoring on every deal, so you work the right ones first
  • Relationship health score that updates as things change
  • AI-drafted follow-ups that reference the actual history
  • Support inbox, website chatbot and a branded client portal
  • Call AI that answers, qualifies and logs calls you miss (on request)

ERP

Quote, invoice, get paid, and know where you stand

Tax-compliant invoicing, payment collection, expenses, projects and your team — all connected, so closing a deal creates the project and the invoice without you retyping anything.

  • Quotes that convert to invoices in one tap
  • Tax-compliant invoicing with automatic calculation
  • Record UPI, card and bank payments against each invoice
  • Expenses with receipt capture
  • Cash flow forecasting with early warnings
  • Projects, milestones, time tracking and timesheets
  • Suppliers and supplier payments
  • Team, roles, leave and a complete audit log

Marketing

A marketing plan that learns what works for you

Tell it about your business once. It builds your strategy, plans your content calendar, writes the copy, tracks what performed, and makes next month's plan better than this month's.

  • AI marketing strategy built from your actual business data
  • A full content calendar generated for the month ahead
  • Plan and publish social posts across platforms
  • Email campaigns with segmentation and AI copy
  • Performance tracking that feeds back into the next plan
  • Automation sequences for follow-ups, reminders and nurture

The advisor

The part no single tool can do

Because MantriCEM sees your customers, your money and your marketing together, it can answer questions none of them could answer alone. Which deals are cooling. Which clients are at risk. Where the cash gap is coming. What to do first on Monday morning.

  • Needs attention

    the handful of things that actually matter today, ranked

  • Five AI agents

    for sales, marketing, finance, operations and support

  • Monthly business review

    a full written analysis with focus areas and actions

  • Predictive analytics

    revenue, cash flow and churn risk

  • Business health score

    across six dimensions

You stay in control. Every automated action can be set to ask first, and anything it does can be undone. One button pauses everything.

How it works

Running in minutes, not quarters

01

Answer a few questions

seven of them, about how your business actually works

02

Your workspace configures itself

pipeline, invoice settings and dashboard set up for your kind of business

03

Start where it hurts most

add a customer, send an invoice, or generate your first marketing plan

No implementation consultant. No six-week onboarding. No per-seat maths.

Tax, payments and compliance that match where you are

India

GST done properly. CGST, SGST and IGST decided automatically from place of supply — not a toggle you have to remember. SAC codes, financial-year invoice numbering, compliant tax invoice PDFs, UPI and Razorpay collection, INR with lakh and crore formatting.

International

USD billing through Stripe, your own tax rates and invoice formats, and the same system underneath. The tax engine is built to be configured, not hardcoded.

Built for businesses, freelancers and agencies

Businesses and companies

You have customers, invoices, projects and a team. They currently live in different places. MantriCEM puts them in one, and tells you what needs your attention.

Freelancers and consultants

Quote, invoice, get paid and keep clients warm without three subscriptions and a spreadsheet.

Agencies

Everything above, plus white-label client workspaces under your own brand and domain, and an agency dashboard across all of them.

Pricing

Straightforward pricing. Unlimited team.

Every plan includes unlimited team members. You pay for capability, not headcount.

Founding pricing until 31 March 2027

Free

₹0forever

For individuals getting started

Good for solopreneurs just getting started

  • CRM up to 500 contacts
  • Basic invoicing
  • Task management
  • Unlimited team members
Start Free

Growth

AI

Founding price

₹1,499/month+ 18% GST

₹2,199/month from April 2027

Founding price · locked for as long as you stay

For growing businesses

Good for freelancers and small teams billing clients

  • Everything in Free
  • Unlimited invoices & quotes
  • AI marketing tools
  • Email campaigns
  • Full finance tracking
Start free, upgrade anytime

Free is the trial: no card, no time limit. Upgrade when you need more.

Most popular

Pro

AI

Founding price

₹3,499/month+ 18% GST

₹4,999/month from April 2027

Founding price · locked for as long as you stay

For businesses that want it all

Good for growing agencies that want AI to run the heavy work

  • Everything in Growth
  • AI strategy & analysis
  • Client portal
  • Advanced automation
  • Custom team roles
Start free, upgrade anytime

Free is the trial: no card, no time limit. Upgrade when you need more.

Agency

AI

Founding price

₹12,999/month+ 18% GST

₹18,999/month from April 2027

Founding price · locked for as long as you stay

For agencies managing clients

Good for digital agencies managing multiple client accounts

  • Everything in Pro
  • Multiple workspaces
  • White-label branding
  • Dedicated support
Start free, upgrade anytime

All prices exclude 18% GST

Indian customers pay via Razorpay (UPI, cards, net banking).

Prices in Indian Rupees (₹).

Your business is already telling you what it needs

MantriCEM just helps you hear it. Start free, no card required.

Start free

Questions? hello@mantricem.com