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Merantia Features Overview

Everything You Need. Nothing You Don’t.

Merantia’s modular system means you get enterprise-grade tools without enterprise complexity. Mix and match features to fit your business — and skip the clutter.

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🧠 Smart AI-Powered Assistant 

Don’t guess. Just ask.

  • “Which campaign brought the most sales?”
  • “Who hasn’t paid their invoice?”
  • “What should I reorder before the weekend?”

Merantia’s built-in assistant gives real answers in plain English — no filters, no dashboards.

🧾 Proposal & Quoting Engine 

Create Proposals in Minutes, Not Hours

  • Custom templates with dynamic fields
  • Auto-filled pricing and discounts
  • Digital signatures & approval tracking

Integrated with pipeline and invoicing tools

🧑‍🤝‍🧑 Client Management (CRM)

Turn Leads Into Loyal Clients

  • Centralized contact management
  • Engagement history & AI insights
  • Tagging, segmentation, and behavior tracking

 Syncs with your inbox and calendar

⏱ Time & Task Tracking 

Know What’s Happening. Stay On Track.

  • Assign tasks, set deadlines, and automate reminders
  • Visual timelines, Gantt charts, and Kanban boards
  • AI-prioritized task suggestions based on workload

📬 Email & Marketing Automation

Stay Top-of-Mind Without Lifting a Finger

Automate your entire outreach strategy — from welcome emails to win-back campaigns — with precision and personality.

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Email Journeys & Autoresponders
Trigger behavior-based emails using drag-and-drop logic: welcome flows, follow-ups, offers, re-engagements.
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Smart Retargeting
Automatically segment and retarget visitors based on inactivity, actions, or cart abandonment — no manual filters required.
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Dynamic Newsletter Builder
Craft beautiful, branded emails with drag-and-drop simplicity. Personalize content blocks for different audience segments.
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Tagging & Segmentation
Group contacts by behavior, interest, or status — like “VIP,” “Dormant,” or “Clicked Promo” — and let automation take over.
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AI-Powered Subject Lines
Get real-time headline suggestions optimized for opens and clicks. No copywriter? No problem.

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Add-On: Dedicated IPs for Delivery Control
Includes 5 dedicated IP addresses to maintain your sender reputation and email deliverability at scale.

📦 Inventory & Product Management

Track, Bundle, and Optimize Stock

  • Multi-location inventory
  • Product bundles, variants, and supplier tracking
  • Smart stock reordering suggestions

🧾 Invoicing & Payments

Get Paid Without the Chase

  • Auto-generate invoices from proposals or time logs
  • Accept card, ACH, PayPal, and more
  • Late payment reminders & automated follow-ups

💰Payment analytics and forecasting included

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🎯 Project Management

From Pitch to Payment, All in One Place

  • Track deliverables, clients, and costs
  • Built-in messaging and client updates
  • File uploads and versioning

🔁 Everything linked to time, invoices, and CRM

🛒 Online Store & Client Portals

Sell Services, Products, or Subscriptions

  • Built-in checkout and payment pages
  • Secure client login for project updates and file sharing
  • Member-only content and file access

📲 Mobile & Desktop Ready

Work Where You Want

  • Fully responsive design
  • Access from browser, tablet, or phone
  • Notifications and alerts across all devices

📊 Analytics & Reporting

Know What’s Working

  • Custom dashboards
  • Export-ready reports
  • Real-time client, sales, and campaign data

📉AI suggests areas for improvement or optimization

🔒 User Permissions & Admin Controls

Control Access, Stay Compliant

  • Set role-based access for your team
  • Full audit logs and admin alerts
  • Compliant with GDPR and regional privacy laws
Ad-ons

Advanced Add-Ons for Growing Business

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Bid Booster

Dominate Local ad markets

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ReCart

Win Back more customers

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ReachFlow

Get seen with smarter outreach

See All Add-Ons