Features
Automatic lead creation from Gmail
AI intent analysis (hot/warm/cold tagging)
Drag-and-drop kanban pipeline
Customizable pipeline stages
Share pipeline links with clients
Real-time team collaboration
Data-driven pipeline insights
Email tracking and reminders
Integrated proposal generator with templates
Built-in international VOIP calling
Unlimited contact, company, and deal storage
Sales objectives and KPIs tracking
Usage-based phone & VOIP module
Earn up to 3.61% net yield on idle cash
Same-day withdrawals from Treasury Money Market fund
Auto-transfer rules between operating and investment accounts
Custom portfolio allocation across JPM and Morgan Stanley funds
No account opening or transaction fees
Transparent fee structure (0.15%–0.6% monthly)
Minimum $250K balance requirement across Mercury accounts
Personalized portfolio management for $25M+ (by Morgan Stanley)
FDIC insurance up to $5M on checking/savings
Command AI assistant for financial management
Payroll service (launched May 2026)
SAFE creation and management
Working capital loans and venture debt
IO Mastercard with 1.5% cashback
Accounting automations and invoicing
