MenteIQ Solutions

MenteIQ for Agencies

Track retainers, manage team capacity, and keep every project profitable.

See who's available and who's overbooked. Balance workloads before they become problems.

Track monthly retainer hours per client. Get alerts when clients approach their limit.

Know your margin on every project. Compare estimated vs actual hours automatically.

Client Pipeline

Manage new business from outreach to signed contract. Never drop a prospect.

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Upload your past proposals. AI generates new ones tailored to each prospect in minutes.

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Invoice clients across EU with proper VAT handling. Swiss QR-Bill for Swiss clients.

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Add team members, set their roles and hourly rates. Capacity view is instant.

Add active retainers, project budgets, and deadlines. All in one place.

Ask AI to summarise project status, draft client updates, or find capacity gaps.

Can I track time per team member and project?

Yes. Log hours against any project or retainer. Reports show individual and team utilisation.

How does retainer tracking work?

Set monthly hour allocations per client. MenteIQ tracks usage and alerts you when clients are at 80%.

Can I generate invoices in multiple currencies?

Currently EUR and CHF. Additional currencies are on our roadmap for 2026.

Is MenteIQ GDPR compliant for client data?

Yes. Data stored in Switzerland, full GDPR and nDSG compliance. Client data export and deletion available.

Join European service professionals using AI to handle their business operations.