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Monocle AI-Powered Customer Success Platform

You,
But Scaled.

Every CSM needs an executive assistant. Now you have one. Monocle handles the administrative work so you can focus on the relationships that matter.

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Live Product
app.getmonocle.ai/home
SW
Stephen Wise
Snowise Technologies
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📅 Calendar
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👥 My Customers
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Owlbert's Office
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Owlbert
Owlbert's Recommendations
25
By Customer
By Category
⚙️
Setup Required
Initial setup tasks for new customers
9
📅
Schedule Meetings
Meetings that need to be scheduled
11
⚡
Quick Wins
Tasks you can complete in under 5 minutes
4
📄
Data & Documentation
Success plans and documentation tasks
1
Today's Meetings 0
Acme Corp — QBR
2:00 PM
TechFlow — Check-in
4:30 PM
Today's Tasks 3
Book internal triage call
Narnia Tech
Update success plan
DataPulse
Narnia Technologies
✨ Net New
🔗 narnia.com
💰 ARR: $25,000
⏱ Renewal: 9/15/2027
⚡ Regenerate QBR
↓ Download QBR
View Timeline →
📈 Health Assessment
HEALTHY
Journey Stage:
Onboarding
📝 Executive Summary
✨ Regenerate
PDF
DOCX
Overview
The next renewal for Narnia Technologies is on September 15, 2027. With 50 active users out of 120 seats, recent activity metrics show consistent engagement. Key achievements include setting milestones for onboarding task completion and success plan alignment
📊 Usage Trend
42%
Platform Adoption
50
Active Users
120
Total Seats
✨ Success Wins
In the last month, Narnia Technologies confirmed success metrics and data sources, setting a strong foundation for tracking progress. This led to scheduling a quarterly business review.
Generated Feb 25, 2026, 12:49 PM
🎯 Next Critical Action
Active Motion Step
Send welcome communication with onboarding resources — include support portal access, explanation of SLAs, key resource links, and schedule kickoff meeting.
🔗 External Links (1)
📋
Jira ticket
Jira
+ Add Link
My Stats
Activities from
📅 Feb 19, 2026
to
📅 Feb 26, 2026
↓ PDF
↓ DOCX
⚡ Generate Portfolio Summary
Bar
Line
Feb 19Feb 20Feb 21Feb 22Feb 23Feb 24Feb 25Feb 26
📋
47
Tasks Created
📝
18
Notes Created
✏️
34
Tasks Updated
📝
12
Notes Updated
✅
29
Tasks Completed
📅
16
Meetings
🏠 Home
⚡ Customer View
📊 My Stats

10+hrs

Saved per CSM, per week

$0

Implementation cost

<5min

To first value

Built By People Who Get It

We lived this
every day. This is the tool
we always needed.

CS teams are asked to do more with less every quarter. You're drowning in admin work, juggling five tools just to prep for a single call, and still expected to be proactive. The platforms that promise to help cost a fortune and take months to implement. We built Monocle because we were tired of watching great CSMs burn out on work that should be automated.

Drowning in admin instead of talking to customers
Asked to do more with less every quarter
Enterprise tools that cost a fortune and take months
Reactive firefighting instead of proactive engagement

What CSMs Are Saying

★★★★★

“This is already better than any of the tools I've used — Gainsight, Totango, Catalyst.”

TE

Tommy E.

Senior CSM, SaaS

★★★★★

“The exec summary feature just saved me 5+ hours a week. I'm genuinely shocked at how good this is.”

KK

Kevin K.

Senior CSM

★★★★★

“You're cutting out so much minutiae that makes this job harder than it needs to be.”

A

Amanda

CS Ops

How It Works

Not just insights.
Execution.

01 — Desired State

Knows What Good Looks Like

Monocle understands what a healthy customer relationship looks like. No success plan on file? No upcoming call before renewal? It flags it before it becomes a problem.

02 — Proactive Guidance

Tells You What's Next

Instead of a reactive inbox, Owlbert gives you a prioritized queue. You'll always know who needs attention today and exactly why, without hunting for it.

03 — Unified Workspace

Everything in One Place

Calendar, notes, tasks, and customer history all connected. Walk into any call fully prepared in seconds. No more switching between five tools to piece together context.

Core Features

Everything a great CSM needs.

Built for the person doing the work, not the VP reviewing the spreadsheet.

Smart Notes & Templates

QBR, success plan, and onboarding templates with AI-powered summaries built in. @task inline creation turns notes into action instantly.

CORE DIFFERENTIATOR

One-Click QBR & Portfolio Generators

AI reads your customer data and generates professional QBR documents, executive summaries, and portfolio reports in seconds. What used to take hours now takes a single click.

CORE DIFFERENTIATOR

Google Calendar Sync

Bidirectional sync. Every meeting auto-linked to the right customer.

Customer Management

Track health, manage contacts, and get proactive alerts about renewals and at-risk accounts.

Task Management

Tasks grouped by customer. Owlbert suggests the right timing so nothing slips.

Motion Playbooks

Pre-built CS playbooks for onboarding, renewal, and expansion.

Integrations

Connects with the tools your team already uses

HubSpotHubSpotBIDIRECTIONAL
Google CalendarGoogle CalendarBIDIRECTIONAL
Google MeetGoogle Meet
SalesforceSalesforceREAD-ONLY
ZendeskCOMING SOON
PylonCOMING SOON
SlackCOMING SOON

ROI Calculator

How much is admin costing your CS team?

Plug in your team size and workload to see what repetitive admin work is actually costing you in salary time — and what you get back with Monocle.

Your Team

USD
$
$48.08/hr effective rate
5

Your Workload

30
5100
15
140

Estimated weekly task volume

📋 QBR Preparation4.6h
📊 Portfolio Summary0.5h
📝 Exec Summary1.7h
🎬 Meeting Prep7.5h
🗒️ Meeting Notes7.5h
🔗 CRM Updates7.5h
Based on 2 QBRs per customer/year, biannual exec summaries, and prep/notes/CRM updates for every customer meeting.

Your Numbers

Estimated Annual Savings

$275K

in salary time recovered across your team

Hours saved per CSM, per week

22.0

of 29.3 admin hrs/week

Total hours saved per week (team)

110.0

of 146.7 admin hrs/week · 5,723 hrs/year

By Task — hrs/week per CSM

📋 QBR Preparation4.6h
📊 Portfolio Summary0.5h
📝 Exec Summary1.7h
🎬 Meeting Prep7.5h
🗒️ Meeting Notes7.5h
🔗 CRM Updates7.5h

Monocle annual cost (your team)

$3K

$50/seat · no hidden AI costs

Net ROI — time saved vs. Monocle cost

91.7x

for every $1 spent on Monocle

These numbers only count salary time. They don't include manager oversight, opportunity cost, or the customers who churn while your team is buried in admin.

Start Free Trial — $30/mo individual

Estimates based on salary time only. Assumes 2,080 work hours/year. Does not include manager time, opportunity cost, customer churn risk, or the cost of context-switching between tools.

Simple Pricing

Start alone. Bring your team.

No implementation fees. No 90-day onboarding. Live today.

Individual

$30/mo

per user · 7-day free trial

  • ✓Full access to all features
  • ✓AI meeting prep and notes
  • ✓Unlimited customer accounts
  • ✓HubSpot + Google Calendar sync
Start Free Trial
LAUNCHING Q2 2026

Monocle for Organizations

$50/seat

5 seat minimum · team features

  • ✓Everything in Individual
  • ✓Team dashboards and reporting
  • ✓Manager visibility across accounts
  • ✓Portfolio-level insights

Your customers deserve
your full attention.

Stop drowning in admin. Start doing the work that actually matters.

Start Free Trial — $30/moBook a Demo →