Features
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.
Built for businesses, freelancers and agencies. Every feature below is on every plan that includes it, with unlimited team members throughout.
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
Every contact carries the whole record: emails, calls, meetings and notes, with the company they belong to and every deal, quote and invoice attached. Tags, filters and lead source let you slice the list, and a CSV import brings an existing list in without a migration project.
Sales pipeline with custom stages and drag-and-drop
Deals move across a board you define. Free starts with three stages; paid plans let you name your own and run more than one pipeline when different parts of the business sell differently. Expected close dates and deal values roll up so you can see the month at a glance.
AI lead scoring on every deal
Each deal gets a score from how it is actually behaving: how recently it moved, how engaged the contact is, how long it has sat in its current stage. On Pro the score comes with a written explanation, so you work the right deals first instead of the loudest ones.
Relationship health score that updates as things change
Every customer gets a health score built from interaction frequency, email engagement and deal history, with a trend showing whether the relationship is warming or cooling. It is how you notice a good client going quiet before they leave.
AI-drafted follow-ups that reference the actual history
Follow-up drafts are written from the real record of the relationship, not a blank template, so the message refers to what was last discussed. You edit and send; nothing goes out on its own.
Support inbox, website chatbot and a branded client portal
Customer questions land in a shared inbox tied to the contact record. A chatbot on your site answers common questions and captures leads, and clients get a portal under your branding where they can see their projects, quotes and invoices.
Call AI that answers, qualifies and logs calls you miss (on request)
When you cannot pick up, Call AI answers, works out what the caller needs, and writes the conversation back to the contact timeline, so a missed call stops being a lost lead. It needs a phone line set up with you, so it is switched on by request: write to hello@mantricem.com.
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
Build a quote with line items and tax, send it as a branded PDF, and turn it into an invoice the moment it is accepted. The line items, the client and the tax position all carry across, so nothing is retyped and nothing drifts.
Tax-compliant invoicing with automatic calculation
Place of supply is worked out from the GSTIN and address on record, which decides CGST and SGST or IGST without anyone remembering a toggle. Invoices carry SAC or HSN codes, a rate-wise tax summary and financial-year numbering, and the PDF is a proper tax invoice.
Payment links, UPI, cards and bank transfer
Every invoice can carry a payment link. Indian customers pay by UPI, card or net banking through Razorpay; international customers pay by card through Stripe. Payments reconcile against the invoice and update the balance as they land.
Expenses with receipt capture
Photograph a receipt and file it against a category and a vendor. Expenses feed the cash flow view and the finance summary, so what you spent is part of the same picture as what you earned.
Cash flow forecasting with early warnings
Invoices due, expenses booked and recurring billing project forward into a cash position, with a warning when a gap is coming rather than after it has arrived. On Pro the forecast comes with written commentary on what is driving it.
Projects, milestones, time tracking and timesheets
Won deals become projects. Projects carry milestones, tasks and tracked time, and timesheets roll that time up per person and per client, so delivery and billing are reading from the same record.
Suppliers and supplier payments
Keep every supplier with their GSTIN and payment terms, record what you pay them, and see it in your cash flow.
Team, roles, leave and a complete audit log
Add as many people as you like on any plan. Preset roles scope what each person sees, Pro adds custom roles, and leave requests and balances live in the same place. Notifications tell the right person when something needs them. An audit log records what changed, and the control centre gives you one switch that pauses every automated action.
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
The strategy is generated from your real customers, deals and revenue rather than a questionnaire, so the positioning and the channels it proposes are grounded in who already buys from you.
A full content calendar generated for the month ahead
The strategy becomes a dated calendar of posts and campaigns. You can accept it, edit it, or write your own; the calendar is the plan, not a suggestion you have to retype somewhere else.
Plan and publish social posts across platforms
Write once, adapt per platform and put each post on its date in the calendar. When the day comes, publish it to your connected accounts from the post, and what went out stays attached to the plan it came from.
Email campaigns with segmentation and AI copy
Build a segment from your CRM data, draft the campaign with AI help, and send. Opens and clicks come back against the contact record, so engagement feeds the relationship score.
Performance tracking that feeds back into the next plan
What performed is measured and fed into the next month, so the plan improves instead of repeating. This is the loop that makes the marketing side worth having in the same system as the customer data.
Automation sequences for follow-ups, reminders and nurture
Multi-step sequences handle payment reminders, lead nurture and client retention. Every step can be set to ask before it acts, and anything already sent can be reviewed in the audit log.
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
A ranked, short list of what actually matters today, drawn from across the whole system: an invoice about to age, a deal going cold, a client whose engagement has dropped. Not a feed of everything that happened.
The decision engine
Scores and prioritises the things competing for your time, so the ranking is reasoned rather than chronological. Every item says why it is there.
Five AI agents
Sales, marketing, finance, operations and support agents each watch their own area and surface what they find. They propose; they do not act on their own unless you let them.
Monthly business review
A written analysis at the end of each month: what moved, what did not, where the risk is, and a short list of focus areas with actions. The kind of thing you would pay an advisor to write.
Predictive analytics
Revenue projection, cash flow forecasting and churn risk, built from your own history rather than an industry average.
Business health score
One score across six dimensions, so you can see whether the business is improving overall and not just in the number you happen to be looking at.
Growth recommendations
Specific suggestions on where growth is available, based on which customers, services and channels are actually performing for you.
AI credits
Every AI action spends a credit. Free includes 15 a month, Growth 75, Pro 300, and Agency 600 per client workspace. If you run out, everything else keeps working and you can top up or move up a plan.
For agencies
Everything above, once per client
Everything above, plus white-label client workspaces under your own brand and domain, and an agency dashboard across all of them.
White-label branding and custom domains
Client workspaces carry your logo, colours and domain. Your clients see your brand, not ours, and the MantriCEM name can be removed entirely.
Unlimited client workspaces
Each client gets their own isolated workspace with the full product inside it. Data never crosses between them.
Agency dashboard with aggregate analytics
One view across every client workspace: revenue, activity and health, so you can see which accounts need attention without opening each one.
Your business is already telling you what it needs
MantriCEM just helps you hear it. Start free, no card required.
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