Product overview

Everything a CS team needs.
Nothing a sales team built.

Mentat is an AI-native CRM built specifically for Customer Success and TAM teams. Every feature was designed for retention, expansion, and QBRs — not prospecting, cold outreach, or pipeline forecasting.

10 min
To go live
$0
Implementation cost
12
Account Hub tabs
5 min
Salesforce migration
Full feature list

Built for CS. All included.

No add-on tiers. No per-feature pricing. No hidden modules. Every feature listed here ships on day one.

Also in:GainsightChurnZeroVitallySalesforceHubSpot— shown on cards. Grey = not available there.
Account intelligence
Command Center
Your daily briefing. Every account that needs attention, ranked by health, renewal urgency, and open action items. Not a list — a prioritised queue.
Daily briefingAI-rankedAction queue
GaChViSaHu
Account Hub
12-tab single-account workspace. Every field, contact, deal, document, note, and meeting in one URL. Click any field to edit inline. Nothing lives in a spreadsheet.
12 tabsInline editingNo spreadsheets
GaChViSaHu
Unique approach
Product Health tracking
CSMs manually log how their clients use their own product — seats, modules, login frequency, feature adoption. Health score auto-calculates from what you log. No API required.
Manual entryAuto health scorePer-account
GaChViSaHu
EBR cadence engine
Set quarterly, bi-annual, or annual cadence per account. System auto-generates overdue alerts, upcoming reminders, and surfaces accounts that have never had a review.
Quarterly / bi-annual / annualAuto-alertsNever-held detection
GaChViSaHu
AI & intelligence
Mentat only
Meeting Intelligence
Paste any transcript. AI extracts every action item, risk signal, decision, positive signal, and sentiment — with exact quotes — in under 30 seconds. Auto-suggests product health metric updates.
Transcript analysisRisk extractionHealth signal detection
GaChViSaHu
Mentat only
Pre-meeting prep
Calendar sync detects client calls 30 minutes out. AI briefing pulls account health, overdue items, unsent emails, and open deals. You walk into every call prepared.
Calendar sync30-min briefAI-generated
GaChViSaHu
Mentat only
Win-Wire
Close a deal. One click generates the full team announcement with deal details, expansion story, and accounting data — sent from your actual CSM email address.
AI-generatedDeal contextTeam announcements
GaChViSaHu
Mentat only
AI email review
Four email templates (MSR recap, QBR follow-up, action nudge, escalation) with an AI sidebar that rewrites tone, adds context, or suggests missing items before you send.
4 templatesAI rewritePre-send review
GaChViSaHu
Pipeline & revenue
Unique in CS tools
Quote builder
22 SKUs across 7 categories. Annual, monthly, one-time, and bucket billing types. Per-line discounts, global discount, payment terms, auto-renewal toggle. Generates a print-ready PDF quote.
22 SKUsPDF generationMulti-billing types
GaChViSaHu
Pipeline & deals
Kanban and list views. Deal panel with AI tips. Quote attached to each deal. Stage sync — quote sent moves deal to Proposal, quote accepted moves to Won. Win-Wire fires on close.
Kanban + listQuote-to-deal syncStage automation
GaChViSaHu
Renewals hub
Pipeline view for upcoming renewals sorted by urgency. Health score, days to renewal, auto-renewal status, and open deal value per account. KPI strip at the top. List or card view.
Urgency sortingARR visibilityCSM pipeline
GaChViSaHu
Reports — Pipeline & Deals
Open deals, won deals, and full pipeline in one view. Inline editing on every row. Notes visible per deal. Weighted pipeline, win rate, avg deal size. CSV export any filtered view.
Inline editCSV exportWeighted pipeline
GaChViSaHu
Team & operations
Properly scoped
Notifications (CSM-scoped)
Every alert is owned by the assigned CSM or TAM. You only see your accounts. Managers can toggle to see the full team queue. Urgency, type, and ARR-at-risk badges on every alert.
Per-CSM filteringManager viewEBR + renewal + health alerts
GaChViSaHu
Executive Reports
Quarterly goals vs actuals. CSM-by-CSM breakdown — retention rate, ARR won/lost, account count. At-risk accounts and renewal pipeline. Download as CSV.
Quarterly viewCSM breakdownCSV export
GaChViSaHu
Custom Reports
Filter builder with 14 fields and 6 operator types. Column picker. 6 pre-built templates. Save and share. Export any result set to CSV. No SQL, no BI tool.
Filter builderColumn picker6 templates
GaChViSaHu
Auto-renewal emails
30-day batch email engine. One click sends personalised renewal notices from the assigned CSM's inbox — not a generic no-reply. Account-specific ARR and renewal date populated automatically.
Batch sendCSM inboxPersonalised
GaChViSaHu
Setup & data
Fastest migration
Salesforce / HubSpot migration
OAuth connect, automated field mapping, data preview, and live progress log. Accounts, contacts, deals, custom fields, and history — all transfer. 5 minutes, nothing left behind.
SF + HubSpotField mapping5-min migration
GaChViSaHu
Custom fields
9 field types — text, number, currency, date, boolean, select, multi-select, URL, and textarea. API name auto-generated. Per-entity (account, contact, deal). No code needed.
9 field typesPer-entityNo code
GaChViSaHu
Playbooks
6 built-in playbooks: onboarding, renewal, at-risk recovery, executive expansion, QBR, and champion loss. Step tracking, active account count per playbook, journey map view.
6 playbooksStep trackingJourney map
GaChViSaHu
Client portal
Token-gated shared workspace for client-facing QBR prep. Agenda, action items, success metrics, and file uploads — all visible to the client without them needing a Mentat account.
Token-gatedClient-facingNo client login required
GaChViSaHu
Competitive warcards

How Mentat wins head-to-head

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

vs Gainsight
The legacy incumbent
Request free trial →
Use Mentat when
You have fewer than 100 CSMs
You need to be live in days, not months
You can't hire a dedicated Gainsight admin
Your budget is under $50K/year
You want AI that actually does things, not just surfaces data
Gainsight
Setup time3–6 months
Implementation$10–50K extra
Annual cost$50K–$300K+
Admin overheadDedicated hire needed
UI qualityDated (2015-era)
Meeting intelAdd-on, paid extra
Quote builderNot included
Pre-meeting prepNot available
Mentat
Setup time10 minutes
Implementation$0
Annual costTransparent pricing
Admin overheadNone
UI qualityBest in class
Meeting intelNative, day one
Quote builderIncluded, 22 SKUs
Pre-meeting prepAI briefing, included
Common objections
"Gainsight has more integrations."▾
"We're already in a Gainsight contract."▾
"Our team knows Gainsight."▾
⚡

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