Mantra CRM

Mantra CRM

Mantra Digital Agency

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AI outreach CRM for lead generation teams.

Manage leads, companies, outreach, AI reply signals, Local Lead Radar, and follow-up tasks in one CRM built for agencies and outbound teams.

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1

workspace for leads, email, replies, and tasks

AI

reply routing for urgent follow-ups

Radar

local business discovery by category and city

crm.getmantra.io/dashboard
Mantra CRM
Dashboard
Leads
Lead Radar
AI Desk
Senders

Outreach command center

Today's lead signals

AI triage on

Urgent follow-ups

14

Needs owner

Replies classified

87

+22 today

Local leads found

411

Ready to save

Lead pipeline

Saved view: follow-up due
New Lead18
Intro Sent15
Urgent Follow-up12
Completed9

AI Signal Desk

Asked for pricing

Task routed to owner

Out of office

Task routed to owner

Do not contact

Task routed to owner

The problem

Outreach teams lose momentum when every workflow lives somewhere else.

Mantra CRM brings the operational pieces of lead generation into one clean workspace so teams stop stitching together spreadsheets, inboxes, task boards, and manual reply triage.

Lead lists live in spreadsheets

Prospects, company notes, owners, and lead status drift apart as soon as outreach starts.

Replies are trapped in inboxes

Interested, out-of-office, and unsubscribe replies need manual triage before anyone can act.

Follow-ups get missed

Tasks sit in separate tools, so warm leads wait while the team chases low-priority activity.

Sender setup is disconnected

Gmail, SMTP, templates, sequences, and campaign context are managed away from the CRM.

Managers lack workflow visibility

It is hard to see who owns the next step, which lead moved stage, and what needs review today.

The solution

One operating system for lead generation workflows.

Stop managing lead lists, emails, tasks, and replies across multiple tools. Mantra CRM helps outreach teams manage leads, find companies, send emails, track replies, and prioritize follow-ups.

1

Lead and company records

2

Local Lead Radar discovery

3

Email templates and sequences

4

Gmail and SMTP sending

5

AI reply classification

6

Tasks and follow-up ownership

Product features

Built around the real work of outreach teams.

Every section maps to a workflow Mantra CRM supports: records, lead discovery, sending, reply intelligence, follow-ups, saved views, dashboards, and collaboration.

Lead & Company Management

Keep contacts, companies, owners, tags, notes, and pipeline stages in one outreach workspace.

Local Lead Radar

Find local businesses by category and location, preview results, enrich records, and save them into Companies.

Email Templates & Sequences

Create reusable intro and follow-up templates with variables, step delays, and sequence structure.

Gmail + SMTP Sending

Connect sender accounts, manage limits, configure tracking, and keep replies tied to the right lead.

AI Reply Classification

Turn replies into stages like urgent follow-up, more details, out of office, or do not contact.

Task & Follow-up Workflow

Create tasks from lead activity, assign owners, set priorities, and keep every next action visible.

Tags, Filters & Saved Views

Segment by status, country, owner, project, tags, verification, and the views each team needs.

Dashboard & Reporting

Track lead flow, company progress, email activity, task load, and AI signals from configurable widgets.

Key differentiator

AI Signal Desk turns replies into next actions.

Mantra CRM reads outreach replies, classifies intent, moves leads to the right stage, and creates follow-up tasks so your team focuses on the conversations most likely to move.

Reads synced Gmail, webhook, and manual replies

Classifies intent, urgency, out-of-office, unsubscribe, and unclear replies

Moves leads into simple visible stages

Creates follow-up tasks for the right owner

Surfaces the leads your team should act on first

AI Signal Desk

Reply-based priorities

92% confidence

Asked for pricing

Wants services and pricing

Urgent
Create task: Send proposal

More details

Wants service overview

High
Send agency overview

Out of office

Back next Monday

Medium
Schedule follow-up

Unsubscribe

Do not contact request

Blocked
Move to DNC

Local Lead Radar

Discover local businesses before outreach begins.

Search by category, location, radius, and quality filters. Preview Google category, Places API type, contact details, rating, reviews, and duplicate status before saving companies into the CRM.

Approximate available counts
Google category + Places type
Duplicate-safe company saves
AI enrichment for outreach angles
Local Lead Radar-style CRM workflow preview

Product walkthrough

See Mantra CRM in action

From local lead discovery to AI follow-up, watch how your team can find leads, enrich companies, send outreach, and focus on replies that matter.

Local Lead Radar
Find local businesses screen in Mantra CRM

Find local businesses

Search by city, radius, category, and quality filters.

Outbound workflow

A fast view of the lead-to-follow-up loop.

This preview focuses on the main workflow instead of a static gallery: discover, enrich, send, sync, prioritize, and follow up.

Use cases

Made for teams that run outbound every day.

Mantra CRM is designed for agencies, appointment setters, VA teams, and B2B operators that need a cleaner way to run cold outreach.

Lead Generation Agencies

Manage client prospect lists, outreach tasks, sender setup, reply triage, and handoff workflows.

Outreach Teams

Give SDRs and operators one workspace for contacts, sequences, replies, and follow-up priorities.

Appointment Setting Teams

Move interested replies into action fast and make sure every booked-conversation opportunity is owned.

Small B2B Sales Teams

Replace scattered lead lists, Gmail threads, and task boards with a simple CRM built around outreach.

Private beta pricing

Plans that grow with your outreach workflow.

Current plans include the live CRM, Local Lead Radar, AI Signals, AI lead staging, team workspace, and outreach workflow features.

Loading public plans...

Private beta pricing. Coming Soon features may be released as plan-based limits or add-on credits. They are not included as live credits yet.

Compare plans

Compare plans

Choose the workspace limits that fit your team today. More data and enrichment features are coming soon.

Feature / Limit
Team users
Contacts
Companies
Projects / Planning
Tasks
Email accounts
Email sends/month
Email templates
Email sequences
AI Signal classifications/month
AI stage movement
Local Lead Radar searches/month
Local Lead Radar results/month
AI company enrichments/month
Import / Export
Team roles
Admin plan/usage controls
Coming Soon
Chrome Extension
Manual Website Capture
Manual LinkedIn Capture Assistant
Buyer Intent Data
Technographic Details
Advanced Website / Social Enrichment
Contact Finder
Email Verification
Phone Finder / Phone Validation
Outlook / Microsoft 365 Sync
Advanced Admin Analytics
API & Integrations
Smarter Lead Scoring

Coming Soon features may be released as plan-based limits or add-on credits. They are not included as live credits yet.

Product Roadmap

Coming next:
smarter prospecting,
richer data, and
faster outreach.

We're building the next layer of Mantra CRM around smarter lead discovery, stronger enrichment, and faster team execution.

Lead DiscoveryData EnrichmentInbox SyncAdmin ControlIntegrations
Request Early Access

Roadmap features may change as we learn from beta users.

1
Coming Soon
Lead DiscoveryStep 1

Chrome Extension

Capture companies and contacts from websites into Mantra CRM without switching tabs.

Why it matters: Save research time and push useful prospect data straight into your workspace.
2
Coming Soon
RoadmapStep 2

Manual Website Capture

A Coming Soon roadmap item shaped by beta-user feedback and real outreach workflow needs.

Why it matters: Help Mantra CRM stay practical for the teams using it every day.
3
Coming Soon
RoadmapStep 3

Manual LinkedIn Capture Assistant

A Coming Soon roadmap item shaped by beta-user feedback and real outreach workflow needs.

Why it matters: Help Mantra CRM stay practical for the teams using it every day.
4
Coming Soon
Lead Discovery / Buyer IntentStep 4

Buyer Intent Data

Identify companies showing signs of active interest, research, or buying behaviour.

Why it matters: Prioritize prospects that are more likely to respond.
5
Coming Soon
Data EnrichmentStep 5

Technographic Details

Detect website technologies, tools, platforms, and digital signals that help personalize outreach.

Why it matters: Create better targeting and more relevant campaign angles.
6
Coming Soon
Data EnrichmentStep 6

Website & Social Enrichment

Pull useful public information from company websites, including social links, positioning, and service context.

Why it matters: Turn basic company records into outreach-ready profiles.
7
Coming Soon
RoadmapStep 7

Contact Finder

A Coming Soon roadmap item shaped by beta-user feedback and real outreach workflow needs.

Why it matters: Help Mantra CRM stay practical for the teams using it every day.
8
Coming Soon
RoadmapStep 8

Email Verification

A Coming Soon roadmap item shaped by beta-user feedback and real outreach workflow needs.

Why it matters: Help Mantra CRM stay practical for the teams using it every day.
9
Coming Soon
RoadmapStep 9

Phone Finder / Phone Validation

A Coming Soon roadmap item shaped by beta-user feedback and real outreach workflow needs.

Why it matters: Help Mantra CRM stay practical for the teams using it every day.
10
Coming Soon
Inbox SyncStep 10

Outlook / Microsoft 365 Sync

Connect Microsoft inboxes for sending, reply sync, and AI-powered follow-up workflows.

Why it matters: Support teams using Outlook, not only Gmail.
11
Coming Soon
Admin ControlStep 11

Advanced Admin Analytics

Track workspace usage, plan limits, team activity, outreach performance, and AI usage from one admin view.

Why it matters: Manage clients, users, and growth with better visibility.
12
Coming Soon
IntegrationsStep 12

API & Integrations

Connect Mantra CRM with external tools, forms, enrichment providers, and internal workflows.

Why it matters: Make CRM data work across your wider sales and operations stack.
13
Coming Soon
AI IntelligenceStep 13

Smarter Lead Scoring

Combine email engagement, AI signals, business data, and activity history into simple lead priority scores.

Why it matters: Help teams focus on the leads most likely to convert.

Private beta

Want early access to the roadmap?

Join the private beta and help shape the next version of Mantra CRM for lead generation and outreach teams.

Start with your workspace, invite your team, and test outreach workflows in minutes.

Mantra CRM — AI Outreach CRM for Lead Generation Teams