Multi-tenant CRM & operations
Mercury brings CRM, billing, and documents together.
Run leads, pipeline, invoices, payments, finances, contracts, files, and tenant landing pages in one workspace — with settings for currencies, categories, custom fields, and pipelines.
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Product
Three pillars, one workspace
Everything stays scoped to your tenant — your team, your clients, your data.
- Sales
Pipeline & CRM
Leads with stages and sources, companies, people, opportunities on boards, and tasks with owners and dates.
- Money
Revenue & cash
Invoices, payments, and finance accounts — including multi-currency when your rates live in settings.
- Ops
Delivery & presence
Contracts, documents, print views, a file manager with folders, and pages you publish on your domain.
Included modules
- Users & roles
- Leads
- Companies
- People
- Opportunities
- Tasks
- Invoices
- Payments
- Finances
- Contracts
- Documents
- Pages
- Files
- Settings
Flow
How teams use Mercury
From first touch to paid — with a client portal that stays in sync with your admin workspace.
Capture every lead
Inquiries land in your pipeline with stages and sources, linked to people and companies so nothing sits in a forgotten inbox.
Teams
Built for operators who sell expertise
Agencies, consultancies, and project-led SMBs that need CRM depth without losing billing and files in another tab.
Sales & account teams
One thread from first reply to signed contract — pipeline, people, and paperwork in the same tenant.
Owners & operations
Cash, renewals, and deliverables without exporting between a CRM and a pile of spreadsheets.
Client-facing firms
Branded pages, scoped logins for clients and affiliates, and admin views tuned by role and settings.
Start your workspace
Create a tenant, invite your team, and connect pipeline to revenue in one place.