Track every customer from first contact to final payment
Your CRM shouldn't end at “deal won”. Mantle tracks the complete customer journey, from initial conversation through quotes, orders, invoices, and payments — all in one system, with zero duplication.
Track unlimited contacts and deals • From first contact to final invoice • No per-user fees
The CRM Problem
Your CRM shouldn't feel like extra work
Most businesses struggle with disconnected systems and manual data entry. Mantle CRM is different - it's built into your operations from day one.
Traditional CRM
- Another login to remember
- Data never syncs with accounting
- Monthly fees per user
- Overwhelming features you won't use
- Customer data isolated from invoices
Spreadsheet "CRM"
- Lost in tabs and versions
- No reminders for follow-ups
- No activity history tracking
- Team chaos during holidays
- Can't visualize pipeline
Mantle CRM
- Built into your ERP - one login, one truth
- Auto-connected to quotes and invoices
- No contact limits. No per-user fees.
- Flexible for any sales process
- Complete customer journey in one place
Join 500+ businesses managing customer relationships without the complexity
Sales Pipeline Management
Visualize your entire sales pipeline at a glance
Stop wondering where deals stand. See every opportunity, every stage, every next step in a visual pipeline that matches your unique sales process. Customize stages, track deal values and probabilities, and know exactly where to focus your energy.
- Custom pipeline stages that match how you sell.
- Not locked into someone else's process. Define stages that reflect your actual workflow.
- Deal values, probability percentages, and expected close dates.
- Track the metrics that matter for forecasting and planning.
- Assign deals to team members.
- Clear ownership and accountability for every opportunity.
- Filter by stage, owner, value, source, or any custom field.
- Find exactly what you need, when you need it.
Deals
10
Total
€170K
Weighted
€125K
Acme Corp
John Smith
TechStart Ltd
Emma Johnson
Global Industries
Michael Chen
+ 7 more deals
Complete Relationship History
Remember every conversation, every time
Stop searching through emails and notes. Every interaction, every task, every transaction with a contact is captured in one chronological timeline.
- Automatic timeline of interactions.
- See calls, meetings, emails, and tasks in one place.
- Link contacts to multiple deals.
- Track every opportunity with each customer.
- Team visibility.
- Everyone sees the complete picture, no information silos.
- Add notes and comments.
- Log call outcomes, meeting notes, or important details.
- Set follow-up tasks.
- Never forget to reach back out.
Deal Discussion
Team Collaboration
Alex Carter
Just spoke with Riverstone Ventures about the Premium package. They're interested but concerned about implementation timeline.
Built for Teams
Your entire team, working from the same playbook
Assign deals to team members, collaborate on strategy, and keep everyone aligned. No more 'who's handling this?' or 'what did they say?'
- Assign deals and tasks to team members.
- Clear ownership and accountability for every opportunity.
- @mention colleagues for input.
- Pull in expertise when you need it without leaving the platform.
- Shared visibility across deals.
- Everyone sees progress, nothing falls through cracks.
- Comment threads on every deal.
- Discuss strategy, share updates, ask questions in context.
- Activity notifications.
- Stay updated on deals you care about without constant checking.
Connected Intelligence
From deal to delivery, zero data entry
Mantle CRM isn't bolted on - it's built in. Close a deal and your invoice is already half-written. Check project profitability and see the original opportunity right there. One system, one truth, zero duplicate work.
- Deals become projects, projects become invoices.
- Fluid workflow that adapts to your process, not the other way around.
- One contact record, infinite connections.
- Add a contact once, reference everywhere - CRM, quotes, projects, invoices.
- Opportunities auto-link to quotes and revenue.
- From pipeline to payment without recreating data or switching systems.
- Financial reality meets sales forecast.
- Compare projected deal value against actual payments in one view.
- Everything lives in one platform.
- No separate CRM tab, no separate login, no syncing. Just seamless work.
Jordan Lee
Contact
Jordan Lee
Contact
Everything You Need
Everything you need to manage customer relationships
Powerful enough for serious sales teams, simple enough to actually use every day.
Pipeline & Deal Management
- Visual Pipeline
- Kanban boards to visualize your deals moving through stages from lead to close
- Deal Tracking
- Monitor opportunity value, close probability, expected dates, and deal progress
- Win/Loss Tracking
- Track which deals close and why others don't to improve your process
- Deal Sources
- Attribute deals to sources (referral, website, event) and measure effectiveness
Contact & Relationship Management
- Contact Management
- Complete profiles with communication history, linked deals, and relationship tracking
- Activity Timeline
- Chronological history of every interaction, comment, task, and transaction
- Counterparty Links
- Link any project to contacts to maintain clear relationship mapping
Collaboration & Tasks
- Task Management
- Create, assign, and track follow-ups with due dates, priorities, and completion status
- Team Collaboration
- Assign deals, @mention colleagues, share insights, and work together on opportunities
- Comment Threads
- Threaded discussions on deals and contacts with @mentions and notifications
Customization & Organization
- Custom Fields
- Add any data fields you need - industry, company size, deal source, or anything else
- Traits & Tagging
- Categorize contacts and deals with flexible traits for filtering and organization
- Search & Filter
- Find any contact, deal, or interaction instantly with powerful search and filters
- Flexible Project Types
- Use projects as companies, deals, or both - adapts to how you work
Financial Integration
- Quote Integration
- Generate quotes directly from deals and track them through to invoice
- Financial Links
- See invoices, payments, and project profitability linked to every deal
Communication & Documents
- Email Integration
- Send and receive emails within Mantle, automatically linked to contacts and deals
- File Attachments
- Attach proposals, contracts, and documents to deals and contacts
Reporting & Analytics
- Pipeline Reports
- Visualize pipeline value, forecast revenue, and analyze sales performance
Data Management
- Bulk Import
- Import contacts and deals from Excel to get started quickly
- Export Data
- Export filtered contact and deal lists to Excel for external analysis
Platform Benefits
- Mobile Access
- Update deals, add notes, and check pipeline from anywhere on any device
- No Separate System
- CRM lives within your ERP - no separate login, no duplicate data entry
- Best Practices Included
- Designed for how internet-first businesses actually sell and manage relationships
Real-world workflows
How it works in practice
From first handshake to closed deal - see how real businesses use Mantle CRM daily.
New Lead to Won Deal
The complete journey from first contact to closed business.
Meet a prospect
At a conference, from a referral, or through your website
Create contact in 30 seconds
Add name, company, email, phone - done
Link a deal project
Attach opportunity with expected value and close date
Log first meeting notes
Add timeline comment about their needs and pain points
Set follow-up task
Remind yourself to send proposal by Friday
@mention team for input
Pull in technical expert for product questions
Move through pipeline
Drag deal from Lead → Qualified → Proposal → Negotiation
Mark deal won
Set status to Won, convert to quote, then invoice
Relationship continues
All history preserved for upsells and renewals
Daily Pipeline Management
A typical day managing deals and staying on top of priorities.
Morning: Check pipeline
Filter for deals closing this month, sort by value
Prioritize
Identify which deals need attention today
Follow-up
Complete tasks, add notes after calls
Team sync
Review deals in negotiation, assign tasks
End of day
Update deal stages, set tomorrow's priorities
Team Selling
Coordinated team effort from opportunity to close.
Sales creates deal
After initial contact with prospect
Manager adds guidance
Comments on pricing strategy
Technical lead assesses
Notes product fit and implementation scope
Finance reviews
Approves payment terms and contract structure
Team stays aligned
All activity visible in deal timeline
Close as team
Coordinated effort leads to successful outcome
Sell more with CRM that lives inside your ERP
Track every deal and conversation without a separate system. One place for pipeline, contacts, documents and revenue.