Overview

Stop letting revenue slip through the cracks. Mantle Sales gives you a complete CRM built specifically for SaaS businesses, with everything you need to track prospects, manage your pipeline, and pay your sales team — all without jumping between multiple tools.

Whether you're a solo founder doing outbound or running a full sales org, Sales connects directly to your billing data so you can see the real impact of your sales efforts on revenue.

What you get with Mantle Sales

Mantle Sales includes everything you need to run your sales process:

• Pipeline management — A visual kanban board to track deals through every stage

• Deal flows — Custom sales processes with weighted stages for forecasting

• Sales commissions — Automatic commission calculations tied to real revenue

• Lists — Organize customers and contacts for targeted outreach

• Tasks — Keep your sales activities organized and on track

Pipeline management

Your pipeline is the heart of your sales process. The kanban-style board lets you see every deal at a glance and drag them between stages as they progress.

The pipeline supports multiple deal flows, so you can track different sales processes (like enterprise vs. self-serve) in the same view. Switch between tabs to focus on a specific flow, or use the Overview to see everything.

Deal stages

Every deal moves through a series of stages:

You can customize the specific steps within each stage when you create a deal flow.

Deal flows

A deal flow defines your sales process — the specific stages a deal goes through from first contact to closed. You can create multiple deal flows for different scenarios.

Each deal flow includes:

• Custom stages — Define the steps in your sales process (Initial Contact, Demo, Proposal, etc.)

• Stage weights — Assign a probability percentage to each stage for pipeline forecasting

• Default owner — Automatically assign new deals to a team member

• Acquisition channel — Track where deals come from (Inbound, Outbound, Affiliate, Partnership)

Pro tip: Create separate deal flows for different sales motions. An enterprise deal with a 90-day sales cycle needs different stages than a self-serve upgrade.

Tracking deals

Each deal in your pipeline tracks essential information:

• Customer — Link deals to existing customers or prospects

• Deal value — The expected contract value

• Current step — Where the deal is in your process

• Owner — The sales rep responsible for the deal

• Acquisition source — How the lead found you (Website, App Store, Referral, etc.)

• Expected close date — When you expect to close

Filter your pipeline by owner, step, acquisition channel, or deal value to focus on what matters.

Sales commissions

Track your team's performance and calculate commissions automatically based on real revenue data. No more spreadsheets or manual calculations.

Commission settings

Configure how commissions are calculated:

• Payout frequency — Monthly, quarterly, or manually triggered

• Included charges — Choose which charge types count toward commissions (subscriptions, usage, one-time)

Team member rates

Set individual commission rates for each team member:

• Commission percentage — The rate applied to attributed revenue

• Duration — How long commissions are paid (forever, or a specific number of billing cycles)

Lists

Organize your customers and contacts into lists for targeted outreach, tracking, or analysis. For example:

• Enterprise prospects

• Churned customers for win-back campaigns

• VIP accounts needing special attention

• Leads from a specific campaign

Lists make it easy to segment your audience and work with specific groups of people.

Dashboard analytics

The Sales dashboard gives you a quick overview of your pipeline health:

• Attributed revenue — Total revenue tied to sales activities

• Active deals — Number of open opportunities

• Active deal value — Total value of your current pipeline

• Average deal size — Historical average across closed deals

• Win rate — Your close rate on qualified opportunities

Charts show trends over time, pipeline by stage, and performance by acquisition channel — everything you need to understand what's working and where to focus.

Getting started

When you first enable Sales, you'll go through a quick onboarding flow:

1. Source leads — Import from an existing CRM or let Mantle classify your customers

2. Configure activities — Set up the types of sales activities you track

3. Set up commissions — Configure payout settings and team member rates

4. Create a deal flow — Define your first sales process

Once you complete setup, you'll land on your Sales dashboard with everything ready to go.

Go further

• Automate sales workflows with Flows — Send Slack alerts for stale deals, trigger follow-ups, and more

• AI Agents for sales — Use AI to help with pipeline analysis and deal insights