AI-native CRM built for how modern teams actually sell

The CRM that tells your team exactly what to do next

Mentat combines deal intelligence, customer health scoring, playbooks, and a daily Command Center so your team is always working the right accounts at the right time.

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Command Center — Today
$2.4M
Pipeline
84%
Forecast accuracy
6
Actions needed today
Follow up on Acme Corp proposal — 3 days staleURGENT
TechFlow health score dropped 18pts — competitor spottedAT RISK
NovaTech Global contract viewed 3× — send DocuSign nowHOT
2,400+
teams replaced Salesforce
89%
avg renewal rate
$2.1B
pipeline managed
10 min
avg setup time
The problem

Why your team hates your CRM

🌀
No "what do I do now?"
Salesforce shows you data. It never tells you what to do with it. Reps open it and freeze.
💸
$300/seat just to start
Before add-ons, integrations, or consultants. A 20-person team hits $72K/year on licenses alone.
🩺
Blind to customer health
You find out a customer is churning when they don't renew. There's no early warning system.
🤖
AI bolted on, not built in
Einstein AI is a $150/seat add-on that still doesn't tell you which deal to call today.
The solution

Everything your team needs. Nothing they don't.

One price. All features. No add-on hell.

⚡
Command Center
Most loved
Every rep opens Mentat to a personalised to-do list. Health drops, deal signals, renewals due — all in one prioritised queue. No more staring at a blank CRM.
🩺
Health Scores
Churn stopper
Composite scores built from engagement, NPS, email sentiment, and usage. Drops trigger automatic playbooks before customers even think about leaving.
📋
Playbooks
Automated if/then workflows for onboarding, renewals, at-risk recovery, and upsells. Your best process runs automatically on every account.
🗺
Customer Journeys
Visual lifecycle maps with milestones and goals. Every CSM knows exactly where each account stands and what needs to happen next.
🧠
MentatAI
AI-native
Not bolted on. Built in. MentatAI reads your pipeline, flags at-risk deals, drafts follow-up emails, and tells you which account to call right now.
🌐
Client Portal
New
A private, branded portal for each customer. Share meeting recaps, success plans, and action items. No internal data ever exposed.
📄
Quote Builder
Build and send professional multi-tier proposals in minutes. Clients accept in one click. Deal moves to closing automatically.
💰
Revenue Intel
NRR trends, expansion pipeline, at-risk ARR, and CSM performance — all in one view. The dashboard your VP of CS needs every morning.
📊
Pipeline
Kanban board with AI deal health scores and next-step prompts on every card. Every rep knows their exact next action on every deal.
Customers

What teams say after switching

"We migrated from Salesforce in 4 days, cut our CRM cost by 70%, and our reps actually use it now. The Command Center alone is worth the switch."

SC
Sarah Chen
VP Sales · Meridian Labs

"MentatAI caught a churn risk on TechFlow 3 weeks before their renewal. We saved a $85K account because of a health score alert. That never happened with Salesforce."

MR
Marcus Reid
Head of CS · Orbital Systems

"The Client Portal has transformed our QBRs. I prepare everything in 20 minutes, share a link, and clients come to the call already knowing the agenda. Professional doesn't cover it."

LP
Lisa Park
CTO · Vertex Inc
Pricing

One plan. Everything included.

No add-ons. No surprise charges. No consultants required.

Per seat, per month
$49
Billed annually · or $59/mo monthly
✓Command Center + daily AI priorities
✓Full pipeline + deal intelligence
✓Health scores + playbooks + NPS
✓CSM suite — portfolio map, renewals, success plans
✓Client portal + meeting intelligence
✓Quote builder + product catalog
✓Revenue intelligence dashboard
✓MentatAI — unlimited queries
✓Unlimited contacts, deals, accounts
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14-day free trial · No credit card required

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