AI-native CRM for CS and TAM teams

The CRM that tells your team exactly what to do next

Mentat combines meeting intelligence, health scoring, playbooks, and automated follow-ups — so your CSM and TAM team never drops the ball on a renewal, a risk, or an expansion.

Request free trial →See head-to-head ↓

No credit card · 14-day free trial · Setup in 10 minutes

Download platform brief
10 min
To go live
vs 3–6 months with Gainsight
$0
Implementation cost
vs $10–50K with competitors
5 min
CRM migration
Salesforce or HubSpot, automatic
30 sec
Meeting briefing
AI extraction from any transcript
The product

The actual UI — not a mockup

This is Mentat's Account Hub — 12 tabs, all editable inline. No spreadsheets, no screenshots.

portal.getmentat.app/accounts/meridian-001
Account
Command Center
Accounts
Pipeline
Renewals
Notifications
Admin
Reports
Playbooks
Settings
ML
Meridian Labsmeridian.coEnterprise
18:00
JD
Overview
Contacts
Active Services
Deals & Docs
Meetings
Product Health
Activity
⚡QBR with Sonia Kapoor in 18:00 — AI brief ready · 3 overdue items · Renewal in 14 days · $158K ARR
Account health
Overall91
Adoption88
Engagement94
Relationship90
Open action items
Send Q3 renewal addendumcritical
API integration spec reviewhigh
QBR deck prephigh
Health check callmedium
Open deals
Q3 Renewal
Negotiation
$158K
AI Add-on Expansion
Proposal
$45K
Seat Expansion ×8
Closing
$18K
What sets us apart

Features nobody else ships

Every competitor has health scores and playbooks. These are the features your team will talk about after week one.

🧠
Nobody else has this
Meeting Intelligence
Paste any transcript. AI extracts every action item, risk signal, decision, and sentiment with exact quotes in 30 seconds. Health metric updates suggested automatically.
Gainsight charges extra · ChurnZero, Vitally: not available
📅
Nobody else has this
Pre-meeting prep
Calendar detects client calls 30 minutes out. AI brief generates automatically — health, overdue items, unsent emails, open deals. Walk in prepared, every call.
Not available in any competing CS platform
🏆
Nobody else has this
Win-Wire
Deal closes. One click generates the full team announcement — deal context, expansion story, ARR — sent from the CSM's actual inbox, not a no-reply address.
Not available in any competing CS platform
💼
Unique in CS tools
Quote builder
Full SKU catalog, 4 billing types, PDF preview, and a pre-written client email. Quote accepted = deal stage advances automatically. No CPQ module required.
Gainsight, ChurnZero, Vitally: not included
🩺
Properly scoped
Product health
CSMs log how their clients use their own product — seats, modules, login frequency. AI extracts signals from transcripts. Health score self-updates.
Gainsight: complex setup · Others: not available
🔔
Done right
CSM-scoped alerts
Every notification tied to the assigned CSM or TAM. You only see your accounts. EBR overdue, health drops, renewals — the right signal to the right person.
Gainsight, ChurnZero: partial · Vitally: not scoped
Everything included

Features your competitors charge extra for

All included. All working on day one. No add-on tiers, no hidden modules, no surprises.

⚡
Command Center
Daily queue ranked by health, renewal urgency, and open action items — not a dashboard, a prioritised list.
🧠
Meeting Intel
Transcript → action items, risks, decisions in 30 sec. Auto-suggests product health metric updates.
📅
Pre-meeting prep
30-min-out AI brief. Health, overdue items, unsent emails, open deals. Walk in prepared every time.
🏆
Win-Wire
One-click AI deal announcement from the CSM's real inbox. Deal context, expansion story, ARR.
💼
Quote builder
Full SKU catalog, 4 billing types, PDF, email flow. Quote accepted = deal auto-closed. No CPQ.
📊
Reports
Executive goals vs actuals. Pipeline & Deals inline edit. Custom filter builder. CSV export.
🔄
Auto-renewals
30-day batch emails from the CSM's inbox. Personalised per account. One click, entire book.
🩺
Product health
Manual metric tracking + AI signal extraction from transcripts. Health score auto-calculates.
🏢
Account Hub
12-tab workspace. Contacts, deals, docs, health, meetings. Click any field to edit inline.
🔔
Smart alerts
CSM-scoped. EBR overdue, health drops, renewals, no-response — only your accounts, always.
🗺️
EBR engine
Quarterly/bi-annual/annual per account. Auto-alerts: overdue, upcoming, never-held.
🎯
Playbooks
6 built-in: onboarding, renewal, at-risk, expansion, QBR, champion loss. Step tracking.
Full feature list with competitor comparison →
Pricing

Plans that grow with your team

Flat monthly pricing. No per-seat surprises. Every plan includes a 14-day free trial with full Pro access.

Starter
$499/mo
billed annually
✓ 2 CSM seats
✓ 25 accounts accounts
✓Command Center
✓Account Hub
✓Pipeline & Deals
✓Quote Builder
✓Basic health scoring
✓Renewals overview
✓Email + chat support
Request free trial →
Most popular
Growth
$999/mo
billed annually
✓ 5 CSM seats
✓ 75 accounts accounts
✓Everything in Starter
✓Auto-computed health score
✓Full Success Center
✓Custom report builder
✓Expansion radar
✓Email sending
✓AI features as add-on
Request free trial →
Best value
Pro
$1,999/mo
billed annually
✓ 10 CSM seats
✓ Unlimited accounts
✓Everything in Growth
✓MentatAI included
✓Meeting Intelligence
✓Win-Wire & AI briefing
✓AI Playbook Builder
✓Audit log
✓Custom fields
Request free trial →
Enterprise
Custom
billed annually
✓ Unlimited seats
✓ Unlimited accounts
✓Everything in Pro
✓Trigger-based automation
✓SSO (SAML)
✓Full API access
✓Salesforce live sync
✓Custom roles (RBAC)
✓Dedicated CSM
Talk to sales
See full feature comparison by tier →
14-day free trial · No credit card · Migration included
Head-to-head

How Mentat wins

Honest comparison. Real objections. The talking points your team needs.

vs Gainsight

The legacy incumbent. Powerful — if you can afford 6 months and a dedicated admin.

Request free trial →
Use Mentat when
Live today vs 3–6 month implementation timeline
$0 implementation cost vs $10–50K before you see a screen
AI that generates content — not just a prettier dashboard
Meeting Intelligence included — Gainsight charges extra
No dedicated admin required — Gainsight needs one just to function
Gainsight
Setup time3–6 months
Impl. cost$10–50K extra
Annual cost$50K–$300K+
AdminDedicated hire
Meeting intelAdd-on, paid
Quote builderNot included
Pre-meetingNot available
Mentat
Setup time10 minutes
Impl. cost$0
Annual costTransparent
AdminNone
Meeting intelNative, day one
Quote builder22 SKUs, included
Pre-meetingAI briefing, included
Common objections
"Gainsight has more integrations."▾
"Our team already knows Gainsight."▾
"We're locked into a contract."▾
What teams say

Trusted by CS and TAM teams

From first call to full rollout — same day.

"We cut QBR prep from 4 hours to 20 minutes. The meeting intel feature alone paid for itself in week one."

SC
Sarah Chen
VP Customer Success · Meridian Labs

"Finally a CRM built for how our TAMs actually work — not how a product manager thinks they work."

MR
Marcus Reid
Head of Partnerships · NovaTech Global

"The Salesforce migration took 5 minutes. 3 years of history came over perfectly. Team was live the same day."

JP
Jordan Park
CTO · Orbital Systems
Get started

Ready to see it live?

No demo call. No credit card. No implementation fees. Request a trial and your team is live in under 10 minutes.

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