From first touch to renewal and expansion, Muntri unifies marketing, sales and customer success, with enablement, RevOps, automation and AI underneath every stage.
Generate demand, capture and qualify, sell and close, onboard and adopt, retain and expand. Muntri runs the full motion on one record, so nothing is lost in a hand-off.
Demand generation, ABM, your website, lead capture, scoring and routing, feeding qualified pipeline straight into sales.
Pipeline, forecasting, conversation intelligence, quoting, proposals and contracts, the full path to closed-won on one deal record.
Onboarding, health, support, renewals and expansion, with the same data, signals and AI that ran the sale.
Underneath all of it: enablement and readiness, RevOps, automation, and an AI platform you control.
Plan, run and attribute multi-channel campaigns with UTM and multi-touch influence and ROI, including AI-engine (AEO) referrals as a first-class channel.
Visual, branching nurture with triggers, waits and conditions, and per-step performance.
Target-account tiers, engagement scoring, buying-group coverage and orchestrated plays.
Build and host a site or connect your own. Lead-capture forms become scored leads, with a tracking snippet and analytics.
A full workspace: explainable Fit and Intent scoring, MQL to SQL funnel, routing, enrichment, speed-to-lead SLAs and AI qualification.
Autonomous agents that research prospects, draft personalized outreach and qualify, with guardrails.
Kanban, table and waterfall pipeline with stage gating, AI deal-health scoring and multiple pipelines.
Forecast calls and categories, quota vs commit vs best-case, team roll-ups and AI-derived forecasts.
Every call recorded, transcribed and analyzed: review, ask-AI, deal-risk signals, team analytics, trackers and native Zoom and Teams recording.
Per-deal ARR and ACV schedules, recognition over time, and an expiring-contract pipeline with churn flags.
Configure, price and send quotes with approval rules. Turn won deals into orders and invoicing.
Ingest the buyer's own spreadsheet, auto-draft cited answers from your approved library, route sections to owners, and export back in the buyer's format. SOC 2, ISO 27001, HIPAA and GDPR packs included, with win-rate analytics.
Full CLM: repository, templates, clauses and redline, native e-sign with signer rosters, and a booking gate so nothing books until the contract is executed.
An owner-scoped portfolio with ARR, RAG health, days-to-renewal and per-account AI autonomy and daily recommendations.
The data backbone: records, hierarchy, enrichment, relationships and the full activity timeline.
A customer 360 with health, usage, renewal and expansion, and the CSM book of business.
An AI-first support cockpit: SLA-tracked queue, AI triage, summary and reply, a self-serve portal and CSAT.
Risk, expansion and lifecycle calls-to-action and playbooks, auto-generated from signals.
Joint, shareable plans with mutual goals, stakeholder mapping and progress tracking.
Composite health scores and ML churn prediction with leading indicators and risk segments.
An autonomous success agent: health monitoring, auto-CTAs and renewal and risk watch.
Content library and collections, learning paths with graded quizzes and certifications, AI role-play and pitch scorecards.
Live spoken role-play against AI buyer personas, with auto turn-taking and rubric scoring.
A readiness index across learning, quiz, practice and pitch, with readiness-to-attainment correlation and coaching quadrants.
Coaching built from real rep activity: skill-gap detection, recommended actions and 1:1 prep.
Prebuilt and custom dashboards across pipeline, forecast and activity, with cohort and funnel analysis.
The live front page of the business: the full funnel flowing sources to renewals with AEO attribution, cohort drill-down and a live event ticker.
Rep profiles, org structure, capacity, and a performance leaderboard with quarter and year projections.
Live rep earnings and what-if scenarios with real tier math, a one-page plan designer with payout curves, e-signed plans with versioned terms, statements, disputes with SLAs and payroll export.
Every won deal becomes a revenue schedule, run through delivery to recognized revenue, with churn, renewals, and the close-to-revenue waterfall and leakage analysis.
Duplicate detection and merge, an enrichment queue, completeness scoring and validation.
Meter usage versus entitlements, surface adoption and overage, and turn product usage into pipeline.
Custom fields and objects built in clicks beside the standard schema, an AI describe-a-field, a roles permission matrix, saved views and a report builder. No admin army required.
A drag-and-drop canvas of triggers, conditions, actions, AI and branches over one execution engine, with parallel and fan-in.
Build custom AI agents on your own data and pick from a marketplace of templates. Every agent has its own avatar.
Master agents supervise versioned, visual Process Agents, drag-and-drop workflows, across an agent org chart, with per-account overrides.
A per-user and per-account assistant, "Ask {name}", grounded in that record's data. Ask your data in plain language and get cited answers.
Govern every automated action with tiers: auto, approve with a human in the loop, or advisory.
Ask Muntri by voice or text, with answers read back aloud.
Push alerts that deep-link straight to the record, plus a live Today glance.
Full pipeline, accounts and deals with drill-down, behind Face ID and Keychain.
Go deep on the flagship capabilities, and the architecture that makes one record possible.