Frequently Asked Questions

Mentis Vision is an all-in-one business operating system designed for entrepreneurs, founders, coaches, and small teams. It combines CRM, marketing, content creation, finance tracking, startup tools, and Mentis Intelligence into a single platform so you can stop juggling multiple apps and focus on growing your business.

After signing up, you will be guided through a short onboarding flow that helps you set up your profile, choose your primary engine, and configure your workspace. You can also visit the Welcome page for a step-by-step getting started checklist, or watch our video tutorials for a guided walkthrough.

Engines are the core modules of Mentis Vision: CRM, Marketing, Content Studio, Finance, Startup, and Intelligence. Each engine handles a specific part of your business, but they all share the same data layer. For example, a contact in your CRM is automatically available in your marketing campaigns, and revenue from deals flows into your finance dashboard.

Yes. Every plan - Solo, Pro, and Team - includes all six engines and Mentis Intelligence. No modules to unlock, no add-ons to buy. The difference between plans is video clips, strategic generations, and team seats.

Mentis Vision is fully responsive and works great in mobile browsers. A dedicated mobile app is on our roadmap. You can access all features from your phone or tablet through your browser right now.

Go to Settings > Billing in your dashboard. You can upgrade, downgrade, or switch plans at any time. If you upgrade mid-cycle, we prorate the difference. Downgrades take effect at the start of your next billing cycle.

We accept all major credit and debit cards (Visa, Mastercard, American Express) processed securely through Stripe. For Enterprise plans, we also support invoicing and bank transfers.

Yes, you can cancel at any time from Settings > Billing. Your access continues until the end of your current billing period. We do not charge cancellation fees. Your data is retained for 30 days after cancellation in case you change your mind.

From Settings > Team, you can invite team members by email. Each member gets their own login and can be assigned specific roles and permissions. The number of seats depends on your plan (Solo: 1 seat, Team: up to 5, Business: up to 15).

Yes. You can upgrade, downgrade, or switch plans at any time. If you upgrade mid-cycle, we prorate the difference.

Yes. Cash flow tracking, invoicing, transactions, and financial projections are included at no extra cost with every Mentis Vision plan.

We will prompt you to upgrade to the next tier. The transition is seamless - no data migration needed.

Yes. You can add any engine as an add-on to any plan. Add-on prices start at $15/user/month (annual).

We offer a free tier so you can explore the platform. No credit card required to get started.

Go to CRM > Contacts and click the Import button. You can upload a CSV file with your contacts, or connect your Google Contacts or Outlook account for automatic sync. We will map your columns automatically and let you review before importing.

Contacts are individual people, while organizations represent companies or businesses. You can link multiple contacts to an organization, track deals at both levels, and see the full relationship history. This is useful for B2B sales where you work with multiple stakeholders at the same company.

A deal represents a potential sale or opportunity. You create stages in your pipeline (e.g., Lead, Qualified, Proposal, Negotiation, Won) and move deals through them. Each deal tracks value, expected close date, associated contacts, and activities. The pipeline view gives you a visual overview of all active opportunities.

Yes. You can log calls, meetings, emails, and notes against any contact or deal. Set follow-up reminders with due dates, and the Mentis Intelligence layer will also surface suggested follow-ups based on deal activity patterns and contact engagement.

The Content Studio supports blog posts, social media posts, email copy, ad copy, video scripts, and more. You can use intelligent generation to draft content, then edit and refine it. The Title Studio generates headlines in six different tones, and the Quote Card builder creates shareable visual quotes.

Describe what you want to create, choose a tone and format, and Mentis Intelligence will generate a draft for you. You can iterate on the output, adjust the tone, extend or shorten sections, and regenerate specific parts. It uses your brand kit settings (voice, audience, style) to maintain consistency.

Yes. The Content Calendar lets you schedule posts across platforms including Instagram, LinkedIn, Twitter, Facebook, YouTube, and TikTok. Set publish dates, preview how your content will look, and manage your entire editorial calendar from one place.

The Brand Kit is where you define your brand voice, target audience, preferred tone, color palette, and style guidelines. These settings are used across the entire platform, from intelligent content generation to proposal templates, ensuring all your materials feel consistent and on-brand.

All of them. Every plan includes all six engines - Relationship, Sales, Marketing, Content Studio, Startup, and Finance - plus Mentis Intelligence. You get cash flow tracking, invoicing, transaction management, and financial projections on every plan.

Go to Finance > Invoices > New Invoice. Add your client (from your CRM contacts), line items, tax rates, and payment terms. You can send invoices directly via email, download them as PDF, or set up recurring invoices for retainer clients. Payment status is tracked automatically.

Yes. From Finance > Accounts, you can link bank accounts for automatic transaction import, or manually add accounts and transactions. Connected accounts sync daily and categorize transactions automatically. All bank connections are secured with bank-level encryption.

The Mentis Intelligence layer analyzes data from all your connected engines and surfaces actionable insights. It generates a daily business health score, identifies trends in your sales pipeline, flags overdue invoices, suggests optimal content posting times, and provides a weekly operating summary. Think of it as your strategic intelligence layer for business decisions.

Intelligence recommendations are based on your actual business data and industry best practices. The more data you add to the platform, the more personalized and accurate the insights become. We always show the reasoning behind each recommendation so you can make informed decisions.

No. Your business data is never used to train our AI models or shared with third parties. All processing is done securely with your data isolated in your own workspace. We are transparent about our data practices and you can review our full privacy policy at any time.