Drive Revenue & Retention with
AI That Learns from Every Customer Interaction
Unify all customer data from CRM, email, support, call, product usage
in your own warehouse — not inside a single app — to define flexible customer signals.
HOW IT WORKS
Customer interactions to Revenue
Budget is approved but procurement pushed the timeline — new VP Eng needs to sign off first.
Champion is strong. Security review is the only real blocker right now.
Before we go to signature, can you confirm your SOC2 controls and migration support?
Stage changed to Commit. Buying committee expanded to include VP Engineering.
- Risks
- Opportunities
- Stakeholders
- Momentum
- Health
- Unified data
- Secure & Compliant
- Privacy Protected
Export issue repeats after every billing cycle close — third time this quarter.
P1 raised by enterprise account — webhook retries failing since last deploy.
Team is generally happy but onboarding still felt slow and confusing.
We need better visibility into our account health before we can commit to renewal.
- Risks
- Opportunities
- Stakeholders
- Momentum
- Health
- Unified data
- Secure & Compliant
- Privacy Protected
Cohort-level analytics keeps coming up on enterprise calls — heard it three times this week alone.
Dashboard clarity was the top pain point in every PM discovery session this quarter.
Drop-off spikes every time users hit the integration settings screen at step 3.
Users with two data sources connected retain 2.1× better at 30 days. Single-source users churn fast.
- Risks
- Opportunities
- Stakeholders
- Momentum
- Health
- Unified data
- Secure & Compliant
- Privacy Protected
What teams are saying
Sales, customer success, and product teams are turning fragmented customer interactions into actionable intelligence.
"We’re spotting deal risks better and faster with Starmesh AI analyzing all our calls, emails, and support tickets."
Director of RevOps · FinTech serving credit unions
"Bringing sales calls, support tickets, and CX conversations together makes early churn indicators impossible to miss."
VP of CS · Retail SaaS Platform
"Our product teams finally see the feature requests that were buried inside sales calls and support tickets."
Director of Product · Enterprise software company
"Mapping Salesforce deals with customer Zoom calls and emails used to be painful. Starmesh makes it super easy."
CRO · B2B SaaS
"We’re not locked into a single tool like Gong or Chorus. All our interaction data flows directly into our warehouse, which gives us a lot more flexibility."
VP Sales Ops · Enterprise SaaS
"Deal Copilot is amazing! We can ask open-ended questions on any deal making our sales planning calls so much more effective."
VP of RevOps · Cybersecurity Company
"Sales, success, and product are finally looking at the same customer signals instead of three different versions of reality."
CEO · B2B SaaS for Fintech
Problem
Building Customer Intelligence is Hard
You want to learn from every interaction. But tool sprawl and manual workflows make it hard to turn that data into real insight.
Most interactions go unanalyzed
Sales calls, emails, and support tickets pile up every day. No one has time to review them all.
Data lives in silos
Interactions live across CRM, support tools, product systems, and call platforms. No team has the full picture.
Status depends on who you ask
One rep says the deal will close. Another says it's slipping. Leaders struggle to know what's real.
Data trapped in vendor tools
Conversation platforms lock interaction data inside their apps. Getting it into your data warehouse is painful.
Why Starmesh
Intelligence that lives in your infrastructure
Connect every customer system, keep your data in your warehouse, and define signals your way—without vendor lock-in.
Your data stays with you
Your warehouse, your schema, your compute.
Shared intelligence across teams
One source of truth for Sales, CS, and Support.
Define signals your way
Customize AI analysis based on how your teams operate.
Ingest from every customer system
Connect CRM, support, product, and video apps—no blind spots.
Usage-based pricing
Pay for data processed, not seats.
Benefits
What every customer-facing team actually gains
When conversations become structured data, every team stops guessing and starts acting on what customers actually said.
Features
Everything your team needs, nothing they won't use
A ready-to-use UI on top of your warehouse — or pipe signals directly into your existing BI stack. Your choice.
Deal Forecast
Quarterly pipeline from your callsQuarter forecast: target vs manual vs AI. See which deals are at risk — all driven by what's actually said in calls, not just stage.
Quarter
Q1 2025
Q2 2025
Q3 2025
Q4 2025
Filter
All
At risk
Healthy
Forecast vs target
Top 3 at risk
Meridian
Discovery
Acme Corp
Negotiation
Brightwave
Demo
Risk Alerts
Early warning from your callsCatch at-risk deals before they slip. Signals from every conversation — champion went quiet, pricing pushback, no next step — so you know who needs attention and why.
Severity
All flagged
4High
2Medium
1Low
1Live
4 deals need attention
From your calls · last 24h
Deal Health
Deal-level health scoreA live composite score of momentum, stakeholder engagement, MAP quality, and competitive exposure.
Deals
Acme Corp
D-2847
FinCo Ltd
D-3104
Meridian
D-2901
Brightwave
D-3198
Health score
Rep Performance
Conversation quality from callsBenchmark each rep on objection handling, next-step hygiene, talk ratio, and buyer engagement across their entire book.
Period
Q4 2024
Q1 2025
Q2 2025
Team score (avg)
76
out of 100
4
Reps in team
76
Avg score out of 100
92
Top score out of 100
Ask anything.
Get answers from your actual calls.
Every question you ask is answered from real call transcripts and emails — not summaries or gut feel. Every response links back to the exact source.
- Natural language queries across all deals and reps
- Answers grounded in transcripts, emails, and CRM data
- Source citations with date, tool, and deal context
- Context-aware — knows stage, stakeholders, and history
Deals
D-12
D-47
D-89
D-103
D-116
Stage: Negotiation · Risk: At risk · Deal value: $120K · Expected close: Mar 15
Tell me about this deal.
Acme Corp is in Negotiation with legal and security in the loop. Champion is strong but there's a security objection and VP Eng just joined the committee. Next steps are still blank in Salesforce; close the blocker this week or it slips to Q1.
What do I need to do before Friday?
Send SOC2 docs to Sarah today. Get your SE on the security call — that's the only real blocker. Log next steps in Salesforce before EOD or this slips to Q1.
Every touchpoint.
Every signal. One view.
Every call, email, and meeting for every deal in one chronological view — with AI signals attached so nothing gets buried or missed.
- Full interaction history from first touch to close
- AI risk and momentum signals on every event
- Filter by call, email, or CRM activity
- Pinpoint exactly when a deal shifted and why
Deals
D-12
4 events
D-47
3 events
D-89
2 events
4
Events
3
Calls
1
Risk flags
Your CRM stays current.
Without anyone touching it.
PWin scores, EWI flags, and deal health signals automatically sync back to the right Salesforce or HubSpot fields after every call — zero manual entry.
- Auto-populates fields in Salesforce & HubSpot after every call
- PWin, competitor mentions, risk flags, and next steps — all synced
- Audit trail of every field write with timestamp and source
- No workflow rules, triggers, or manual updates required
Your warehouse. Your BI stack.
No vendor lock-in.
Push enriched signals to any destination — BigQuery, Snowflake, dbt models, Slack alerts, or downstream rev ops workflows. No custom pipelines needed.
- Push to BigQuery, Snowflake, Redshift, or Salesforce
- Native connectors for dbt, Slack, and BI tools
- Runs automatically after every call — no scheduling needed
- Zero custom ETL pipelines or data engineering work
Pipeline runs
Just now
running
5m ago
done
1h ago
done
3h ago
done
6h ago
done
124 rows written
0 errors
deal_intelligence
48 rows
pipeline_signals
31 rows
opportunity_fields
18 opps
#revenue-alerts
3 alerts
pwin_model
queued
Updated after every call · No custom pipelines required
Start extracting signal from
every conversation
Connect your first source in minutes. No engineering team required.
Request demo