You, But Scaled.
Monocle is your AI-powered digital executive assistant, built specifically for post-sales teams. We automate the grunt work while keeping you in the driver's seat.
And get your first month free!
Up and Running in Minutes, Not Months
Connect your calendar, sync with HubSpot, or upload your accounts with just a few fields - and you're ready to go.
Core Features
Everything you need to scale your customer success operations with AI
Smart Calendar
Syncs with Google Calendar. AI-powered meeting prep with customer context, history, and talking points.
- ✓One-click meeting preparation
- ✓Smart note templates by meeting type
Voice Transcript Import
Upload any meeting transcript and AI extracts summaries, tasks, and next steps automatically.
- ✓Works with any transcript source
- ✓Auto-extracts action items
Customer Management
Track customer health, manage contacts, and get proactive alerts about renewals and at-risk accounts.
- ✓HubSpot sync, CSV, or manual entry
- ✓Journey-based health scoring
Smart Contact Detection
Auto-detects new contacts when adding meeting attendees. One-click add that syncs to HubSpot.
- ✓Auto-detect new contacts
- ✓Syncs automatically to HubSpot
QBR Document Generator
Generate professional Quarterly Business Review documents in seconds with AI-powered insights.
- ✓Executive summaries
- ✓PDF export ready
HubSpot Integration
Bidirectional sync keeps your customer data, contacts, and activities in perfect harmony.
- ✓Two-way data sync
- ✓Custom field mapping
AI-Powered Notes
Smart notes with @task creation and AI-generated meeting summaries.
- ✓@task inline creation
- ✓Success plan templates
Smart Task Management
Owlbert analyzes your calendar and suggests optimal times. Never miss a follow-up.
- ✓AI scheduling suggestions
- ✓Customer-grouped tasks
Executive Summaries
One-click AI generation of customer narratives and success stories.
- ✓Showcase your impact
- ✓Compelling narratives
The Modern CS Challenge
The Problem
- ✗Post-sales teams drowning in admin work
- ✗Tools that create more reactive work
- ✗Fragmented systems, vague advice
- ✗More customers, more data, fewer humans
The Solution
- ✓AI that handles the grunt work
- ✓Proactive guidance and best practices
- ✓One unified system for all CS work
- ✓In-the-flow support that scales with you
What CSMs Are Saying
Real feedback from real customer success professionals
This is already better than any of the tools I've used - Gainsight, Totango, Catalyst.
WOW! The exec summary feature just saved me 5+ hours a week!
This tool actually helps me as a CSM.
You're cutting out so much minutiae that makes this job harder than it needs to be.
You are helping me with all the executive functions right out of the gate.
You are saving me so much time already, thank you for building this!
Join the growing community of CSMs who are scaling their impact with Monocle
The CS tooling revolution starts here
Simple, Transparent Pricing
Get started today and scale your CS operations for just $30/month
Start with a 7-day free trial
per user
- ✓Full access to all features
- ✓AI-powered meeting prep & notes
- ✓Automated workflows & templates
- ✓Unlimited customer accounts