AI-Powered Customer Success PlatformYou,
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.
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.
What CSMs Are Saying
“This is already better than any of the tools I've used — Gainsight, Totango, Catalyst.”
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.”
Kevin K.
Senior CSM
“You're cutting out so much minutiae that makes this job harder than it needs to be.”
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 DIFFERENTIATOROne-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 DIFFERENTIATORGoogle 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
HubSpotBIDIRECTIONAL
29
Google Meet
SalesforceREAD-ONLYROI 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
Your Workload
Estimated weekly task volume
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
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.
Get Started FreeEstimates 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 · get started free
- ✓Full access to all features
- ✓AI meeting prep and notes
- ✓Unlimited customer accounts
- ✓HubSpot + Google Calendar sync
Cancel anytime · No credit card required for trial
Get Started FreeMonocle for Organizations
$50/seat
5 seat minimum · team features
- ✓Everything in Individual
- ✓Team dashboards and reporting
- ✓Manager visibility across accounts
- ✓Portfolio-level insights
Annual billing · Invoice billing (Net-30) available · Prorated mid-cycle changes
Get StartedYour customers deserve
your full attention.
Stop drowning in admin. Start doing the work that actually matters.