For customer success teams
Every morning, the few accounts that need you, and why.
Meridian reads what is already happening with each customer, in the CRM, on calls, in email and in Slack, and turns it into a short list of what needs a person today, with the evidence beside it. It drafts the follow-up in your voice. You decide.
Built on three ideas
Meridian reads, a person decides
It notes the promises made on calls and in email, watches for drops in health and usage, and puts what needs attention in front of the right person. Whether to act is always theirs.
Every automatic step leaves a receipt
When Meridian writes a draft, files a note or raises a flag, it records what it did and why, on the account. Nothing happens quietly.
Rules, not guesses
What counts as a risk, which accounts come first, and when feedback becomes a trend are decided by rules your team can read and change. The AI writes and reads; it never decides an account's fate.
What it connects to
Your CRM
Accounts, owners, renewal dates and deals, read on a schedule. The CRM stays the record.
Calls
Recorded calls are read into the account they belong to: what was discussed, what was promised, what the customer said.
Google Workspace
With each person's permission, Meridian reads their customer email, sees their upcoming customer meetings, and sends the emails they approve from their own address. See the privacy policy for exactly what is read and kept.
Slack
A daily digest, nudges with one-click stop buttons, and shared customer channels read into the account.