Timeline-first tracking
Every call, meeting, and decision logged chronologically. No more digging through chat history. Context is always one click away.
AI-powered consulting CRM
Your multi-tenant CRM command center.
Operate client execution with a timeline-first workflow, engagement priorities, and AI signals (suggest-only) to keep teams aligned.
Manea is the first CRM designed for high-touch execution — timeline-first, AI-assisted, built for consultants who close.
No credit card required · 2 minute setup · AI suggests, you approve
Dashboard — Today
Engagement Priorities
6 follow-ups overdue
3 clients going cold
2 deals ready to close
✦ AI Suggestion
"Acme Capital hasn't responded in 4 days — engagement score dropped 22%. Send a recap of Friday's call with the attached analysis."
Draft follow-upDismiss
Timeline
09:15 — Risk note added for Acme Capital
10:05 — Proposal call with Vertex Group
Social proof
Trusted by 2,000+ consultants across industries
From solo advisors to multi-office teams across 12 countries — built for the way high-touch consultants actually work.
🏠 Real Estate💰 Financial Advisory🚀 Direct Sales🏥 Healthcare🎓 Education
The problem
Your pipeline is leaking — and you don't even see it.
Generic CRMs store contacts. But consultants need execution systems. Without structure, every day is a game of catch-up you keep losing.
- Follow-ups slip through the cracks — and you lose deals you should have closed.
- Client history is scattered across WeChat, email, notes, and spreadsheets.
- You can't tell which client needs attention right now without checking everything.
- Scaling your practice means scaling your chaos — more clients, more dropped balls.
- No system tells you who's going cold before it's too late.
The solution
Built for execution, not just storage.
Your CRM should move as fast as your thinking. Manea turns client data into clear actions every morning.
Engagement priority scoring
Clients ranked by momentum — hot, warm, or going cold. Open your dashboard and instantly know who needs attention today.
AI-powered next steps
Get draft follow-ups, meeting summaries, and risk alerts generated from your actual client data. AI suggests — you approve and send.
Deal momentum visibility
See every client's stage, last touch, risk level, and upcoming actions in one view. Never wonder "where do we stand?" again.
No credit card required · 2 minute setup · AI suggests, you approve
AI assistant
AI that helps you think — not replace you.
Never start from a blank page. Our AI reads your client context, drafts the follow-up, and waits for your approval. You stay in control. Always.
Drafts follow-up messages
From meeting notes and client history — ready to review and send
Summarizes meetings in seconds
Key decisions, action items, and next steps — extracted automatically
Flags stalling deals
Alerts you when engagement drops — before the client goes silent
Suggests next best actions
Prioritized recommendations based on your pipeline and client context
✦ AI Draft — Follow-up Email
To: Sanban Kanam (Acme Capital)
Hi Sanban, following up on our discussion about the Q3 restructure. I've attached a preliminary analysis based on the three scenarios we outlined.
Would Thursday 2PM work for a 30-minute review call? Happy to adjust the model before then if you have new inputs.
✦ Suggest-only — AI never sends without your explicit confirmation
Use cases
Designed for how consultants actually work.
Not one-size-fits-all. Workflows shaped by real consulting rhythms — follow-ups, milestones, compliance, and closing.
Real Estate Agents
Track viewings → offers → contracts → settlement. Auto-flag when buyers haven't received follow-up after a showing. Never miss a lawyer milestone.
Financial Advisors
Annual review reminders, policy renewal tracking, risk flag alerts. AI drafts next-step scripts for each client stage. Compliance trail built in.
Direct Sales Leaders
Downline accountability dashboards, cadence tracking, team follow-up visibility. Know which reps are dropping the ball — and which clients are waiting.
Healthcare Consultants
Structured patient engagement logs, compliance notes, care transition tracking. Follow-up plans that don't rely on memory.
Education Consultants
Student intake pipeline, document checklists, application milestone reminders. Track every family from first call to enrollment.
Enterprise-grade security
Security your clients expect.
Your data stays yours. Our architecture is designed for regulated industries from day one.
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Multi-tenant isolation
Every workspace is cryptographically separated
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Role-based access control
Admin, manager, and advisor permission tiers
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Token-based authentication
JWT with automatic expiration and refresh
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Enterprise-grade foundation
Built to scale from 1 user to 10,000+
Your closing rate deserves a system.
Stop guessing who needs attention. Stop losing deals to disorganization. Start every morning knowing exactly where to focus.
No credit card required · 2 minute setup · AI suggests, you approve