Snowise Technologies

Monocle from Snowise Technologies transforms how Customer Success Managers work by eliminating the manual busywork that consumes your day. Built specifically for individual CSMs and small teams, Monocle brings enterprise-grade capabilities at a fraction of the cost - just $30/month instead of $30,000/year.

AI-Powered Executive Summaries - Generate comprehensive customer briefings in one click. Our AI analyzes your notes, meetings, and tasks to create executive-ready summaries with pain points, strategic opportunities, and success metrics. Perfect for QBRs, escalations, or quick stakeholder updates. Export to PDF instantly.

Personal Stats Dashboard - Track your productivity and prove your impact with visual analytics. See your daily activity trends, task completion rates, and customer engagement patterns. Export professional reports for 1:1s and performance reviews.

Smart Health Assessments - Journey-stage-aware health assessments that actually make sense. Different criteria for onboarding vs. mature accounts. Clear visibility into what's missing and how to fix it. No black-box algorithms - just transparent, actionable metrics.

Automated Playbooks - Follow CS best practices with guided playbooks for onboarding, renewals, and expansion. Our Owlbert AI helps schedule tasks automatically, ensuring nothing falls through the cracks.

Meeting Intelligence - Nine meeting templates designed for every CS interaction. Import transcriptions from any recording tool (Gong, Chorus, Zoom) and automatically extract action items, pain points, and next steps.

Seamless Integrations - Syncs with Google Calendar, imports from any meeting tool, and HubSpot integration (coming soon). No complex setup - connect in minutes, not months.

Monocle helps CSMs be more strategic by automating the administrative work. Join hundreds of CSMs who are reclaiming their time and focusing on what matters - building customer relationships and driving outcomes. Success League customers receive 25% off all plans.