Dashboard and navigation

Use the dashboard as the starting point for work across every area of Mencey.

Product areas

Forge contains intelligent assistance and website audits. Sales covers prospecting, pipeline, and outreach. CRM, Communication, Marketing, and Operations keep the relationship moving through delivery and finance.

Check the active workspace

Records and settings are scoped to the active workspace. Switch workspaces before searching, saving a lead, inviting a teammate, or changing an integration.

Note

If a page looks empty, first confirm that you are in the workspace where the record was created.

Find the right tool

Prospecting finds and researches businesses
Pipeline and CRM organize relationships
Communication manages conversations and meetings
Operations delivers, documents, signs, and bills work
Settings manages identity, access, integrations, and subscription billing

Last updated August 24, 2026