Overview

Mercleo is the CRM workspace inside your Mercleo account. You manage contacts and companies, run deals through a sales pipeline, and turn on extensions for other kinds of relationships, like donor management, as your workspace needs them. Opening Mercleo takes you straight to your contacts list; there's no separate landing dashboard.

How the workspace is laid out

Mercleo shares its outer chrome with every other Mercleo product. A rail of product tiles runs down the far left of the screen, one tile per area your workspace is entitled to: Audience, Sales, Work, Marketing, Analytics and People, plus any modules you have switched on (Events, Learning, Mentorship, HR) and the Portal. Mercleo is a single tile in that rail, not a rail of its own.

Inside Mercleo, the sidebar beside the rail lists Mercleo's own modules as collapsible groups. Open a module (Contacts, for example) and it expands to that module's pages: All contacts, Lists, and Duplicates. The sidebar keeps whichever module you're currently in expanded.

A settings icon at the bottom of the rail opens Settings. There, the sidebar swaps from the module list to a grouped settings menu, and swaps back the moment you leave Settings.

The modules

Every Mercleo workspace sees Contacts and Companies regardless of which extensions you run, because both are views over the same contact data every module reads from. Deals and Workflows need the CRM module on your plan. Giving and Reports are newer modules Mercleo is rolling out account by account, so you may not see them yet even once your plan is ready for them.

• Contacts: your people. Expands to All contacts, Lists, and Duplicates.
• Companies: the organizations your contacts belong to.
• Deals: your sales pipeline. Expands to Pipeline, Products, and Forecast.
• Workflows: automate actions when things happen in your CRM.
• Giving: donations, transactions, fundraising, and receipts, once Donor Management is turned on.
• Reports: build and save reports across your CRM data.

Module	Requires
Contacts	Included for every Mercleo workspace
Companies	Included for every Mercleo workspace
Deals	The CRM module
Workflows	The CRM module
Giving	The Giving module, turned on from Extensions
Reports	Rolling out; not yet in every workspace

Extensions: what unlocks Giving

Extensions are the relationship types you can run on top of Mercleo's Sales core. Open Settings, then Extensions, to see all four: Sales, Donor Management, Mentorship, and Memberships, each shown as a card with its status and the modules it unlocks.

• Sales is included for every account. It has no switch, only an Included badge, and it's what unlocks Contacts, Companies, Deals, and Pipelines.
• Donor Management is the one extension you actually turn on. Flip its switch to unlock Donations, Transactions, Fundraising, and Receipts, then follow the Charity details link that appears on its card to finish setup.
• Mentorship has moved. Its card carries no switch: mentor and mentee programs run under the Mentorship product now, not in Mercleo.
• Memberships is a Coming soon card. It has no switch yet.

Extensions live under Settings, which only an account owner or admin can open. Anyone else who reaches a settings link directly sees an admin-access notice instead of the page.

Access and seats

Reaching Mercleo takes two things: your workspace needs to be licensed for Mercleo, and you personally need a Mercleo seat. Both must be true; a licensed workspace with no seat assigned to you is not enough.

If your workspace has Mercleo but you don't have a seat, Mercleo shows the message "You don't have a Mercleo seat", with Manage workspace and Switch workspace buttons. There's nothing to buy on that screen: a workspace admin assigns you a seat from the Mercleo account, and the buttons take you to do that or to try a different workspace.