Getting started

MinaCRM documentation

MinaCRM is a sales CRM your team talks to. Tell it what happened with a client in Telegram or Google Chat, the way you'd message a colleague, and it keeps your companies, contacts, deals and tasks up to date. The web dashboard shows the same data.

What it does

• Captures work as you talk. "Met Maria at Jollibee, they want a quote by Friday" becomes a logged meeting and a task due Friday.
• Builds deals from documents. Upload a SOW or proposal and MinaCRM fills in the client, value, stage and contact.
• Reads photos and voice notes. A business card becomes a contact; a voice note is transcribed and logged.
• Keeps you on top of the day. An 8 AM brief, a reminder before each meeting, and a debrief after client meetings.
• Follows through. It schedules its own follow-ups and drafts client emails you send from your Gmail.
• Lets you undo anything. Every change comes with Edit / Cancel buttons.

Getting started

Quickstart

You need an invite from your MinaCRM admin, sent to your work email.

1. Accept your invite

   Open the invite email and tap Connect Telegram. Telegram opens MinaCRM and connects your account automatically. Prefer Google Chat? Use the Open MinaCRM in Google Chat link in the same email.

2. Say hello

   Send /help to see everything MinaCRM can do, or just tell it about a client.

3. Log your first update

   YouCalled Ramon at Northpoint, they want the payroll pricing by Thursday
   MinaCRMLogged a call with Northpoint Logistics and added a task
   “Send payroll pricing to Ramon”, due Thu Oct 1.
   [✏️ Edit task] [✖ Cancel task]

4. Open the dashboard

   Send /login (or say “log me in”) for a one-time sign-in link to dashboard.minacrm.net. The link works once and expires in 5 minutes.

Getting started

Talking to MinaCRM

You don't need commands. Write like you would to a teammate — MinaCRM works out which company, deal and people you mean, and asks one short question only when it really can't tell.

MinaCRM remembers the conversation, so “the second one” or “yes, do that” work, and it learns your preferences (“keep replies short”, “JFC means Jollibee”). Say new chat to start a fresh conversation — your preferences and CRM data stay.

Guides

Logging calls, meetings & notes

Describe what happened and MinaCRM logs it against the right company and open deal. If a company has several open deals, it asks which one.

Photos, files and voice notes work in Telegram and in Google Chat.

Guides

Tasks

• Add: /addtask Send revised pricing to Ramon for Northpoint Logistics — or just “add a task to …”. Add “for <company>” to attach it to a company.
• Due dates come from your words: “tomorrow”, “tom”, “bukas”, “Friday”, “next week”, “Oct 12”. See Dates & phrases.
• See them: /tasks, “what's my tasks”, or the My Tasks page on the dashboard (the number on its icon counts open tasks).
• Finish: /done revised pricing — part of the name is enough.
• Change: tap ✏️ Edit task under the confirmation and say what to change (“make it due Friday”).

Guides

Deals

Add a deal

Send /adddeal (or “add a new deal”) and choose:

• Type the details — client, deal name (MinaCRM suggests names), value, stage, expected close, then contact and next step (optional).
• Upload a file — a SOW, proposal or quote (PDF, Word or text, up to 20 MB). MinaCRM reads it and fills in what it finds: client, deal name, value, stage, contact and next step. You review everything before it's saved, and the file is attached to the deal.

A new deal waits for your ✅ Save — nothing is created until you confirm.

See a deal

/deal Northpoint shows the stage, value, expected close, next step, the client's contacts and any attached files — tap a file to get it back in the chat. /deals lists your open deals; /pipeline shows value by stage.

Stages

LeadQualifiedDiscoveryProposalNegotiationClosed WonClosed Lost

Move a deal by telling MinaCRM (“Kape Collective is in negotiation now”) or by dragging its card on the dashboard's Deals board.

Guides

Companies & contacts

• /addaccount Visayas Cold Chain — add a company. If a similar name exists, MinaCRM asks whether you meant it.
• /addcontact Maria Lim, Visayas Cold Chain, [email protected] — add a person (email optional).
• /contacts maria and /accounts — search and list.

Companies, contacts and deals are shared with your whole team.

Guides

Email

1. Connect once: /connect links your own Gmail (send permission only).

2. Compose: /sendemail walks you through To → Subject → Message, or use the shortcut /sendemail maria | Proposal | Hi Maria, …. The recipient can be a contact's name.

3. Attach: send files while composing (up to 18 MB in total).

4. Review and send: nothing goes out until you tap Send. It's sent from your Gmail and logged on the client's timeline.

MinaCRM can also draft an email for you (for example after a debrief) — it appears with Send and Edit buttons; you always make the final tap.

Guides

Brief, reminders & follow-ups

These scheduled messages arrive in Telegram today; Google Chat delivery is coming.

Guides

Edit, Cancel & Undo

Every change MinaCRM makes comes with buttons that fit what it did:

Edit asks what to change and applies your answer to that exact item. Cancel removes something that was just added. Looking things up never creates buttons.

Guides

Google Chat

Open your chat

Use the Open MinaCRM in Google Chat link from your email, Settings → Account, or /googlechat in Telegram. Sign in with your work account and your private chat with MinaCRM opens. You can also search New chat → Find apps → MinaCRM.

In group spaces

Add MinaCRM to a space and @mention it. It acts for whoever mentioned it:

• Team questions (“@MinaCRM how's our pipeline?”) are answered in the space.
• Anything personal — your tasks, calendar, follow-ups, drafts — and every change you make is shown only to you.
• In a group, MinaCRM only uses team-shared information.

Good to know

• Type / to pick a command, or just write normally.
• If a reply takes longer than Google Chat waits for, MinaCRM says it's still working — send done? and you'll get the answer.
• Google Chat can't receive files from MinaCRM yet; download them from the dashboard's Files page or on Telegram.

Guides

The dashboard

Sign in at dashboard.minacrm.net with the link from /login. It refreshes by itself every few seconds, so changes from chat appear within about 10 seconds.

Reference

Commands

The same commands work in Telegram and Google Chat. Most also work in plain words (shown in quotes).

Reference

Dates & phrases

Due dates are read from your message, in Manila time.

“tom” means tomorrow only in lowercase and not right after words like “to”, “with” or “call” — so “call Tom” stays a person.

Admin & security

Inviting your team

1. On the dashboard, open Settings → Team and add the person's name, work email and role.

2. They receive an invite email with Connect Telegram and Open MinaCRM in Google Chat. Either one connects their account; they can add the other later.

3. They're recognised in Google Chat by their work email, so use the address they sign in to Google with.

Google Calendar & Drive

Connecting Google in Settings → Integrations syncs that person's calendar and files into MinaCRM, visible only to them. Gmail sending is connected per person with /connect.

Admin & security

Privacy & permissions

MinaCRM works account to account: each person has their own sign-in, conversation, memory and private items; the team shares the sales record.

• Every change is recorded and can be undone; nothing is ever silently deleted.
• The AI can't bypass the rules. It acts only through MinaCRM's own tools, which check your permissions on every step.
• Sign-in links work once, expire in 5 minutes and are never shown to a group.
• Google access: the Google Chat link uses your sign-in once to open your chat and keeps no access; Gmail sending uses only the send permission you grant with /connect.

Admin & security

How it works

Mina Core stores everything in Supabase and uses AI models (DeepSeek for conversation, MiniMax for reading documents and images, Groq for voice) and Google (Gmail, Calendar, Drive, Chat).

• Commands (/tasks, /deals, quick adds, buttons) run directly in Mina Core — instant and exact.
• Everything else goes to the assistant, which calls Mina Core's tools; Mina Core checks each action, saves it and records it for Undo.

Help

Troubleshooting

The bot doesn't reply to me

You need an invite first. Ask your admin to add you in Settings → Team, then use the link in the invite email.

“This link expired or was already used”

Sign-in links work once, for 5 minutes. Send /login for a fresh one, and open it on the device you want to use.

I can't find MinaCRM in Google Chat

Use the Open MinaCRM in Google Chat link (email, Settings → Account, or /googlechat in Telegram). If Google says the app isn't available to you, ask your admin to add you to the app's access list.

Google Chat says “still working”

Reading a document or a long request can take longer than Google Chat waits. Send done? a few seconds later to see the answer.

MinaCRM seems confused by an old topic

Send new chat to start a fresh conversation. Your preferences and CRM data aren't affected.

Something was saved wrong

Tap ✏️ Edit or ✖ Cancel under the confirmation, or tell MinaCRM what to fix. Everything can be undone.

A change from chat isn't on the dashboard

The dashboard refreshes every few seconds; reload the page once if it's been open a long time.

Help

What's new