Start · 6 min
Getting started with Mencey
Set up your workspace and follow the path from prospect research to delivery and payment.
Before you begin
Mencey brings prospecting, CRM, communication, operations, documents, and finance into one workspace. The active workspace determines which team, records, settings, and features you are using.
- Join the correct workspace
- Complete your profile and timezone
- Ask an owner or admin for the access your role requires
- Enable only the integrations your team plans to use
Choose a starting point
Use Discover for web prospecting, Business Filings for registry research, or Domain Tool for technical company research. Save qualified results so the team can add ownership, stages, tags, notes, and activity.
Move through Mencey
- Research and save an opportunity
- Qualify it in Leads, Board, Contacts, and Companies
- Coordinate through Inbox, Tickets, Calendar, and approved automations
- Deliver through Projects, Documents, and Signatures
- Track the commercial result with invoices and reports
Some navigation items preview planned capabilities. This documentation identifies those items instead of presenting them as released features.
Open Mencey
Sign in and confirm the workspace shown in the product navigation before creating or changing records.
https://app.mencey.coLast updated August 24, 2026