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Walkthroughs
Guided interactive walkthroughs for the engines, built into the app
First login, onboarding, and navigating the cockpit. Learn how to set up your workspace and find everything you need to hit the ground running.
Adding contacts, managing your pipeline, and tracking deals. Master the relationship engine that keeps your network organized and your revenue growing.
Campaigns, audiences, and marketing analytics. Build email campaigns, target the right audiences, and measure results from one place.
Transactions, invoices, and financial goals. Track your cash flow, create invoices, and set targets to keep your finances on track.
Ideation lab, business plans, and investor pipeline. Turn ideas into structured plans and manage your fundraising process end to end.
Understanding signals, weekly digest, and business health. Let Mentis Intelligence surface trends, flag risks, and recommend your next best action.
Don't see a topic you need? Let us know and we'll consider adding a walkthrough for it.
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