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One operating system for revenue

Marketing, sales, customer success, enablement, RevOps and automation — on a single record, with AI woven through and a flat-rate price. No seams between modules, no syncing between apps.

Quick Start Core Concepts

Start here

  • Quick Start

    Get your workspace live in five steps — invite your team, import data, connect a channel.

  • Core Concepts

    One record, the six areas, lifecycle stages, and the AI you keep in your control.

  • Muntri Mobile

    The AI-first iOS app — ask your agents, review deals, and act on the go.

  • Integrations

    Connect your CRM, inbox, calendar, calls, and data warehouse.

The six areas

Muntri spans the full revenue lifecycle. Each area is one part of the same system — click through for the complete guide.

Market Generate & capture demand — leads, lead scoring, SDR agents, cadences, campaigns, segments and ABM. Sell Win & grow revenue — pipeline, forecasting, conversation intelligence, CPQ, contracts & e-signature, the booking gate. Engage Retain & grow customers — CS cockpit, health scores, churn signals, support desk and portal. Learn Ramp & coach — enablement content, courses & certifications, AI role-play, voice practice, readiness. Operate Run RevOps — analytics & report builder, leaderboard, compensation, data quality, custom fields & objects, RBAC. Automate Workflows & the AI agent org you govern — process agents, master agents, per-action autonomy.

One record, end to end

Everything reads and writes the same data model. Every entity in the chain is linked, validated, and auditable — the booking gate even blocks a deal from closing until its contract is executed and its documents are complete.

flowchart LR
  L[Lead] --> C[Contact] --> A[Account] --> O[Opportunity]
  O --> Q[Quote] --> Or[Order] --> Ct[Contract] --> R[Revenue]
  Ct -. e-sign .-> R
  classDef n fill:#ffffff,stroke:#2563eb,stroke-width:1.5px,color:#0B1024;
  class L,C,A,O,Q,Or,Ct,R n;

Learn how the pieces fit in Core Concepts and the Revenue Lifecycle.

AI you control

The Agent Hub deploys AI that analyzes your data and takes action — within guardrails you set.

  • Agent Marketplace

    Pre-built agents across sales, CS, operations and marketing — deploy in a click.

  • Build custom agents

    Describe what you want in plain language; wire data sources, schedules and outputs.

  • Per-action autonomy

    Run steps automatically, require approval, or keep them advisory — action by action.

  • Bring your own model

    Claude, GPT, Gemini, Llama or your own endpoint — at vendor token cost.

Build on Muntri

  • Authentication — API keys, JWT, OAuth SSO and granular scopes
  • Webhooks — push events in, subscribe to changes
  • MCP Server — let AI assistants work with your CRM
  • Data Model — entities, fields and relationships