MINERVA

MINERVA CRM

One flow for People, Operations, Workflow, and Execution.

Build trust, clarity, structure, accountability, disciplined decision and execution.

MINERVA WORKBENCH
Dashboard
Pipeline
Clients
Streams

Active Clients

24

Open Deals

12

Revenue

$1.2M

Health

94%

Recent Activity
Acme Corp — Proposal Review · $240K
DataFlow Inc — Contract Signing · $180K
Summit LLC — Onboarding · $95K
Nova Partners — Audit Prep · $310K
TLS 1.3 + AES-256
End-to-end encryption
SOC 2 Type II
24/7 SOC monitoring
ISO 27001
Certified auditor compliant
SOC / SOX
Regulatory frameworks
Microsoft Entra ID
Enterprise SSO integration
MLS Integration
Real-time data feeds
TLS 1.3 + AES-256
End-to-end encryption
SOC 2 Type II
24/7 SOC monitoring
ISO 27001
Certified auditor compliant
SOC / SOX
Regulatory frameworks
Microsoft Entra ID
Enterprise SSO integration
MLS Integration
Real-time data feeds

The Operating Flow

Seven layers. One system.

End-to-end client-centric workflows — fully automated, auditable, security-compliant, with private encrypted communications built in.

01

Product Workspace

SEO / DEMOGRAPHICS

Define your product

02

Prospect Discovery

LEAD

Identify and qualify

03

Client Workspace

MINERVA SALE

Onboard and manage

04

Mainstream

MINERVA CHAT

Communication hub

05

Upstream

MINERVA STUDIO

Collaboration hub

06

Downstream

MINERVA PAYMENT · MINERVA WEALTH

Transact and grow

07

Endstream

MINERVA CAMPAIGN

Retain and expand

The Problem

Your tools weren't
designed to connect.

You use 10+ tools every day. None of them talk to each other. Context is lost. Handoffs break. You start every morning reconstructing reality from scattered systems.

Gmail
Outlook
Salesforce
HubSpot
Zoho
Slack
Zoom
Notion
Asana
Monday
Jira
Trello
DocuSign
Google Drive
Teams

Scattered tools. Zero connection. Every day.

The six layers

Most systems track.

MINERVA connects.

People

Contacts, relationships, and stakeholder maps

Communication

Email, messaging, and outreach in context

Pipeline

Deals, stages, and conversion tracking

Documents

Proposals, contracts, and deliverables

Execution

Tasks, approvals, and project delivery

Compliance

Audit trails, policies, and governance

Six layers of your client lifecycle — unified in one workspace.

The End-to-End Workflow

One
Ecosystem.

One flow for People, Operations, Workflow, and Execution.

Migration Hub

Zero-Friction Migration

Switch from any platform without losing a single record. API key-based migrations with automated field mapping, data validation, and rollback protection.

Hover to explore
MIGRATION HUB
Import
Field Mapping
Validation
Logs

Records

14,208

Mapped

98%

Validated

100%

Errors

0

Progress
Contacts — 4,812 records migratedDone
Deals — 2,340 records migratedDone
Documents — 6,104 files transferredDone
Activities — 952 events syncedDone
Product Workspace

Define Your Market Position

Map your product to the right audience. SEO intelligence, demographic profiling, and competitive positioning — grounded in real data, not assumptions.

Hover to explore
PRODUCT WORKSPACE
SEO
Demographics
Positioning
Competitors

Keywords

124

Segments

8

ICP Match

91%

TAM

$2.4B

Recent Activity
Enterprise Finance — High fit · 340 accounts
CRM compliance — Vol 2.4k · Trend ↑
VP Operations persona — Active buyer
APAC Legal Tech — Growing 24% YoY
Prospect Workbench

Global Lead Discovery

Search, identify, and qualify leads across industries and regions. AI-powered scoring, enrichment, and research — surface the right prospects before the first conversation.

Hover to explore
PROSPECT WORKBENCH
Discovery
AI Scoring
Enrichment
Queue

New Leads

38

Qualified

14

Enriched

22

AI Score

74

Recent Activity
Apex Holdings — AI Score: 92 · Finance
BlueSky Ventures — Score: 87 · SaaS
Catalyst Fund — Score: 81 · Private Equity
Drake & Partners — Score: 76 · Legal
Client Workspace

Lifecycle Command Center

A dedicated hub per client — profile, contacts, tasks, risks, and CRM pipeline. Every upstream and downstream activity unified in one command center.

Hover to explore
CLIENT WORKSPACE
Overview
Pipeline
Contacts
Tasks
Risks

Stage

Active

Contacts

8

Tasks

12

Risk

Low

Recent Activity
Review Q4 financials — Due Mar 15
Board call prep — Scheduled Mar 18
Compliance memo — Draft in review
Stakeholder map — Updated today
Prestream

Intelligent Client Onboarding

Guided onboarding powered by MINERVA SALE agents. Custom intake flows, automated introductions, and structured handoffs that set every engagement up for success.

Hover to explore
MINERVA SALE
Onboarding
Intake
Agents
Handoff

In Progress

6

Completed

18

Avg Time

2.4d

CSAT

96%

Progress
Acme Corp — Intake complete · Agent assignedDone
DataFlow — KYC verification · In progressDone
Summit LLC — Welcome sequence sentDone
Nova — Handoff to CSM · ReadyDone
9:41
Search in mail
M
Inbox
M
MINERVA9:41 AM

Welcome to your pilot

Your workspace is ready. Here's how to get started with...

SC
Sarah Chen9:32 AM

Onboarding checklist

Hi — attached the checklist for next steps on the...

M
MINERVA9:15 AM

Workspace ready

Your client workspace for Acme Corp has been created...

DP
David Park8:50 AM

Re: Pilot timeline

Looks good — let's aim for next Monday to kick off the...

M
MINERVAYesterday

Import complete

Your contacts and documents have been imported from...

Mainstream

Secured Communication Hub

Call center, audio/video calls, and encrypted messaging — powered by MINERVA CHAT. AI note taker captures every detail and generates follow-up actions automatically.

Hover to explore
MINERVA CHAT
Call Center
Video Calls
AI Notes
Threads

Active Calls

3

Queued

7

AI Notes

24

Actions

12

Messages
S
Sarah ChenVideo call · AI notes: MSA deadline Fri, Net 45 confirmed
2m
D
DataFlowAudio call · Action: Send revised pricing by EOD
2m
S
Summit LLCQueued · Priority: Onboarding kickoff
2m
N
NovaCompleted · 3 follow-ups generated
2m
SC

Sarah Chen

14:32

You
Upstream

Contract Lifecycle Management

Client-centric document drafting, automated contract generation, and internal collaboration — powered by MINERVA STUDIO. Full CLM from creation to approval to execution.

Hover to explore
MINERVA STUDIO
Contracts
Drafts
Approvals
Templates

Active

9

Pending

3

Signed

24

Avg Cycle

4.2d

Documents+ New
MSA — Acme CorpAwaiting approval
SOW v3 — DataFlowUnder review
NDA — Summit LLCSigned today
Amendment — NovaDraft in progress
9:41MSA_AcmeCorp.pdf
1 / 4
Downstream

Payment & Wealth Operations

Invoicing, payment processing, and financial reporting with MINERVA PAYMENT. Client portal for filing and receiving invoices, wealth tracking with MINERVA WEALTH.

Hover to explore
MINERVA PAYMENT
Invoices
Payments
Wealth
Reports

Outstanding

$84K

Collected

$1.1M

Overdue

2

Net 30

94%

Invoices
INV-1042 — Acme Corp$24,000Paid
INV-1043 — DataFlow$18,500Due Mar 20
INV-1044 — Summit$9,200Processing
INV-1045 — Nova$31,000Scheduled
9:41MINERVA WEALTH

Total Balance

$1,142,700

Received

$1.06M

Pending

$82.7K

Overdue

$0

Send Invoice

Record Payment

View Reports

Recent InvoicesSee all

Acme Corp

INV-1042

$24,000

Paid

DataFlow Inc

INV-1043

$18,500

Due

Summit LLC

INV-1044

$9,200

Processing

Nova Partners

INV-1045

$31,000

Scheduled

Home
Invoices
Clients
Settings
Endstream

Retention & Growth Engine

Closure, follow-up, and long-term growth with MINERVA CAMPAIGN. Client-centric email campaigns, satisfaction surveys, and trust management — turn closed deals into lasting relationships.

Hover to explore
MINERVA CAMPAIGN
Campaigns
Surveys
Trust
Re-engage

Active

4

Sent

1,240

Open Rate

72%

NPS

78

Recent Activity
Q1 Follow-up — 320 sent · 68% opened
CSAT Survey — Acme Corp · Score: 9.2
Re-engagement — Dormant clients · 42 reached
Trust Report — Nova Partners · Updated
9:41MINERVA CAMPAIGN
MINERVA

Your Q4 Growth Report

See how your pipeline performed this quarter

142

Sent

68%

Opened

24

Replies

View Full Report

MINERVA CRM · Unsubscribe · Preferences

Pricing

One plan. Zero compromises.

Enterprise-grade infrastructure, bespoke to your scale. Security, compliance, and execution — architected together, not bolted on.

Enterprise

Premium pricing, tailored to your scale.

Volume-based, annual agreements with dedicated infrastructure. Every deployment is scoped to your compliance and integration requirements.

Enterprise

Annual agreement · Volume-based

Security & Compliance

  • SSO / SAML / Microsoft Entra ID
  • Role-based access control (RBAC)
  • Full audit trail & change logs
  • Data residency & sovereignty options

Scale & Performance

  • Uncapped team seats
  • Native integrations & API access
  • Workflow automation engine
  • Multi-entity & multi-region support

Dedicated Support

  • Named Customer Success Manager
  • SLA guarantees with uptime SLOs
  • Priority support channel
  • White-glove onboarding & training

Security & Compliance Infrastructure

TLS 1.3 + AES-256

All data encrypted in transit and at rest with industry-leading protocols. Zero plaintext exposure.

SOC 2 Type II

24/7 SOC team monitoring. Continuous controls testing, incident response, and real-time threat detection.

ISO 27001 Compliant

Certified auditor verified. Information security management aligned to international standards.

SOC / SOX Frameworks

Financial controls and governance frameworks for regulated enterprises. Audit-ready at all times.

Microsoft Entra ID

Enterprise-grade SSO with conditional access policies, MFA enforcement, and directory sync.

DMARC / SPF / DKIM

Email authentication with reject policy, strict alignment, and spoofing prevention across all domains.

Ready to see MINERVA in action?

We'll scope a deployment to your compliance and scale requirements.

Contact MINERVA
SOC 2 Type II
ISO 27001
TLS 1.3 / AES-256
Entra ID SSO
Dedicated CSM
SLA-backed

FAQ

Questions & answers.

Everything you need to know about MINERVA CRM.

01Is MINERVA WORKBENCH a CRM or something broader?
02What does it mean to connect upstream and downstream?
03What is the Prospect Workbench?
04How do Client Workspaces work?
05What's the difference between Upstream, Downstream, and Endstream?
06Can it replace multiple scattered tools?
07Is this for solo operators or teams?
08How do I request a demo?

Contact

Get in touch.

Book a demo, ask a question, or say hello. We'll respond within one business day.

We respect your privacy. No spam, ever.

Secure Quick response Global

Get Started

One client. One flow. Earn trust.

Disciplined decisions. Evidence-backed execution. Trusted outcomes.