Mint OS

System Architecture Overview

Mint OS brings client information, project tasks, financial records, meeting notes, and shared resources into one agency-oriented workspace. Client-specific Notion dashboards are labeled as a Pro feature rather than guaranteed in every tier.

Core Feature Breakdown

• Client CRM: Manage client records from onboarding through handoff.
• Project and Task Views: Plan work across multiple client projects.
• Meeting and Resource Records: Keep notes, documents, and reusable tools accessible.
• Project Finances: Log income and expenses tied to client work.

The HQ Curation Take

Best for service businesses with several client engagements. Check the tier before expecting individual client portals; those are explicitly advertised as Pro-only.