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Getting Started

Core Concepts

A handful of ideas explain why Muntri feels different from a stack of point tools. Understand these and everything else falls into place.

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One shared record

In most companies a customer's story is scattered: a lead in the marketing tool, a contact in the CRM, an account in the success platform, a learner in the LMS. Each handoff copies data and drops context.

Muntri has one record. A lead becomes a contact, joins an account, opens an opportunity, closes, renews, and expands — all on a single data model, with no seams and no re-keying. Marketing's first touch and CS's renewal note live on the same object.

The payoff: context travels with the customer automatically, history is complete, and there is exactly one version of the truth for everyone to work from.

The lifecycle chain

Everything in Muntri reads and writes the same linked chain. Each entity flows into the next, so the record grows richer as a customer moves from first touch to recognized revenue.

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;
Stage What it is
Lead An inbound or sourced prospect, before it's qualified.
Contact A person you know, tied to an account.
Account The company you're selling to or serving.
Opportunity An active deal moving through your pipeline stages.
Quote Priced, configurable line items sent for the deal.
Order The accepted quote — what the customer agreed to buy.
Contract The agreement, signed natively with built-in e-signature.
Revenue Recognized, invoiced, and renewable — the outcome.

Lifecycle stages & the booking gate

Deals move through pipeline stages you configure, from open to closed. The final transition — closing a deal as won — is protected by the booking gate.

A deal can't close-won until:

  • its contract is e-signed and executed, and
  • all required documents are complete (or explicitly waived).

Until both are true, the win is blocked — so bookings always reflect real, signed business. An admin can override with a recorded reason when needed, and the deal room shows exactly what's outstanding.

sequenceDiagram
  participant Seller
  participant Customer
  participant Muntri
  Seller->>Customer: Send contract for signature
  Customer->>Muntri: E-sign
  Muntri->>Muntri: Check documents complete
  Muntri-->>Seller: Booking gate open — deal can close-won

Signing order, built in

Contracts support a configurable signer roster — internal-then-customer, or customer-only. Muntri emails each signer their own secure link in order.

The six areas

Muntri organizes the revenue motion into six areas. They are views onto the same record, not separate products — so a handoff between areas is just a status change on the same object, never an export.

Market Generate & capture demand. Sell Win & grow revenue. Engage Retain & grow customers. Learn Ramp & coach your team. Operate Run RevOps. Automate Workflows & AI between the steps.

AI you control

Muntri is AI-native, but you decide how much freedom it has.

  • Context agents ("Ask Muntri"). Every user and every account has an agent that knows the relevant context. Ask questions in plain language and get answers grounded in your own data — for a rep, for an account, or across the business.
  • Agents that act. Deploy pre-built agents from the marketplace or build your own in plain language, wiring their data sources, schedules, and outputs.
  • Per-action autonomy. For each kind of action an agent can take, you choose the mode:
    • Auto — the agent does it.
    • Approve — the agent prepares it and waits for a human.
    • Advisory — the agent only recommends; a person acts.
  • Bring your own model, with budgets. Connect your own AI provider — Claude, GPT, Gemini, Llama, or your own endpoint — and set spending limits. The intelligence runs on the model you choose, at vendor token cost.

Start cautious, then loosen

Many teams begin with high-impact actions set to Approve or Advisory, watch the agent's suggestions for a week, then move the ones they trust to Auto.

Your workspace

Each customer gets its own workspace at {slug}.muntri.com, running on a dedicated database. Your data is physically separated from every other customer's — not filtered out of a shared table, but stored in its own database. That gives you strong isolation by design, cleaner compliance boundaries, and the confidence that your records are yours alone.

Muntri is also flat-rate — you're not billed per seat, so you can put your entire revenue team on the same record without a cost penalty for including more people.

Next steps

  • Quick Start

    Get your workspace live in five steps.

  • AI Agents

    Deploy the agents that automate the recurring work.

  • The six guides

    Deep dives into Market, Sell, Engage, Learn, Operate and Automate.