Your leads, clients, projects, tasks and team, in one place.

A CRM for small teams, where you decide who sees what.

Create your organization
The ManageMint Solutions portal, switching between the Leads, Clients, Projects, Tasks and Users pages.
01 - Records

Everything about a record, on the record.

Status, open work, details, files, notes and history on one page.

Swipe through the cards. Tap one to watch it happen; tap again to stop.

OverviewWhere the client stands
Status
Active
Open Projects
3
Open Tasks
12
Overdue Tasks
2
Additional DetailsCustom details added to this entity
Registration number2019/473812/07
Websiteharbourfinch.example
Contract start01 Mar 2026
Purchase order requiredTrue
Billing referenceHF-2026-014
Supporting FilesFiles uploaded to this entity
  • Scope of work.pdfPDF
  • Master services agreement.docxDOCX
  • Site survey.pngPNG
  • Q3 hours.csvCSV
AMAlex Morgan06 Sep – 09:14 AM

Kickoff moved to Thursday. Bring the signed scope and the seat count.

  • Custom fields Add your own: text, number, date, link, true or false. Copy any of them in a click.
  • Files PDFs, spreadsheets, documents and images, up to 50 MB each.
  • Notes Calls, emails and decisions, kept with the record.
02 - Team

Permissions per person.

Read, create, update, delete. Four flags per area, granted one at a time, so nobody has more than the job needs.

  • Nothing is granted by default.
  • Changes apply immediately and are logged.
Built in

The same protections for every organization.

Every organization gets these from day one.

  • Isolation by defaultEach organization’s data is separated at the database level. Nobody sees another organization’s records.
  • Audit trailEvery insert, update, archive, delete and restore, recorded with who and when, on every record type.
  • Error monitoringFailures are caught and reported automatically, before anyone has to write in.