MINERVA

MINERVA COS

Client Operation System

CRM CLM ERP - All combined into one, affordable and easy to use.

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 ready
Enterprise IdP SSO
Microsoft Entra/Google SSO integration
Zero Switching Cost
Built-in migration hub
In-House Local Support
Dedicated regional success team
TLS 1.3 + AES-256
End-to-end encryption
SOC 2 Type II
24/7 SOC monitoring
ISO 27001
Certified auditor compliant ready
Enterprise IdP SSO
Microsoft Entra/Google SSO integration
Zero Switching Cost
Built-in migration hub
In-House Local Support
Dedicated regional success team

The Operating Flow

Nine layers. One system.

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

01

Product Workspace

Define your product

02

Custom Workforce

Assign your team

03

Custom Workflow

Design how work runs

04

Client Workspace

See everything at once

05

Prestream

Onboarding hub

06

Mainstream

Communication hub

07

Upstream

Collaboration hub

08

Downstream

Payment hub

09

Endstream

Campaign hub

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.

Dynamics 365
Salesforce
SAP
Oracle
HubSpot
ServiceNow
Workday
NetSuite
kvCORE
Ironclad
DocuSign
Outlook
Teams
Slack
QuickBooks

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 client. One flow. Earn trust.

Product Workspace

Define Your Market Position

SEO, demographics, ERP integration, and marketing positioning — map your product to the right audience using real data, not assumptions.

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PRODUCT WORKSPACE
SEO
Demographics
ERP Sync
Marketing

Keywords

124

Segments

8

ICP Match

91%

TAM

$2.4B

Audience & KeywordsTrend ↑
Enterprise Finance — 340 accounts · fit 94%
"crm compliance" — 2.4k vol · trend ↑
VP Operations — 1,820 matches · active
APAC Legal Tech — growing 24% YoY
Custom Workforce

Workforce Assignment

Custom team roles and permissions for every workflow step. Right people, right access, right stage.

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CUSTOM WORKFORCE
Roles
Permissions
Teams
Assignments

Roles

12

Members

48

Teams

6

Coverage

100%

Team & Roles48 members
SC
Account Lead4 clients
MR
Compliance Reviewerread+approve
JP
Onboarding Specialistintake stages
AK
Finance Operatorinvoice + payments
Custom Workflow

Execution & Decision Flow

Build custom workflows and approval steps. Assign the right microservices and team to every execution step.

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CUSTOM WORKFLOW
Designer
Approvals
Services
Routing

Workflows

9

Steps

54

Approvals

17

SLA

99%

Workflow DesignerAuto-route
Intake
Sale
2d
Review
Studio
1d
Approve
Legal
0.5d
Execute
ERP
3d
Approvals
Client Workspace

Analytics & Dashboards

A dedicated hub per client with one-click AI summaries, analytics, and dashboards. Every stage in one command center.

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CLIENT WORKSPACE
AI Summary
Dashboard
Pipeline
Activity

Health

94%

Deals

$480K

Contacts

8

Risk

Low

AI
One-click client summary
Acme Corp: renewal at risk in 14d · 3 open tickets · AE should call CFO this week.
Dashboard
AI summary ready — Acme Corp trending +12% MoM
Board call prep — scheduled Mar 18
Compliance memo — draft in review
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.

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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.

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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

Collaboration & CLM Hub

Powered by MINERVA STUDIO. Auto CLM contract generation, validation, compliance, and a full audit trail.

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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 & ERP Hub

Powered by MINERVA ERP and MINERVA WEALTH. Payments, invoices, full ERP, HR, and audit-trail evidence packages.

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MINERVA ERP · WEALTH
Invoices
Payments
HR & ERP
Evidence

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$9,200Overdue
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. Email campaigns, satisfaction surveys, and trust management — turn closed deals into lasting relationships.

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MINERVA CAMPAIGN
Campaigns
Surveys
Trust
Re-engage

Active

4

Sent

1,240

Open Rate

72%

NPS

78

Campaign PerformanceLast 30d
Q1 Follow-up
68
CSAT Survey
92
Re-engagement
54
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 COS · 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

End-to-end encryption. 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

Certified auditor compliant and ready. Information security management aligned to international standards.

Enterprise IdP SSO

Microsoft Entra ID / Google Workspace SSO with conditional access, MFA enforcement, SCIM provisioning, and directory sync.

Zero Switching Cost

Built-in migration hub. One-click import from Salesforce, HubSpot, Dynamics, and 20+ systems — your data stays yours.

In-House Local Support

Dedicated regional customer success team in your timezone. Named CSM, priority channel, and on-the-ground deployment assistance.

Ready to see MINERVA in action?

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

Contact MINERVA

Performance & Delivery

99.99% Uptime SLA
<100ms API latency
Multi-region deployment
Zero-downtime migration
30-day sandbox pilot

FAQ

Questions & answers.

Everything you need to know about MINERVA COS.

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.