AppEQ InboxCRM: AI-Powered Customer Success in Your Gmail

AppEQ InboxCRM is a modern, AI-driven customer success platform that seamlessly integrates with Gmail and key business tools to streamline account health tracking, engagement, and growth planning. Designed for B2B organizations, it empowers teams to manage customer relationships directly from their inbox with intelligent automation, real-time insights, and proactive recommendations. With features like auto-generated Quarterly Business Reviews (QBRs), AI-powered email suggestions, and automated churn and upsell detection, AppEQ transforms how customer success teams operate—eliminating spreadsheets and boosting efficiency. Its robust ecosystem includes integrations with Salesforce, HubSpot, Slack, Gong, Mixpanel, and Google Workspace, along with advanced capabilities like custom dashboards, role-based access, and real-time product analytics via ProductPulse. The platform ensures enterprise-grade security with end-to-end encryption, zero-trust architecture, and compliance with EU-U.S. Data Privacy Framework, UK, and Swiss standards.

Key Features:

• AI-Driven Quarterly Business Reviews (QBRs): Automatically generate insightful, data-rich QBRs and presentations directly from customer interactions.
• Inbox-Powered Account Health Tracking: Monitor customer health scores in real time using AI analysis of emails, meetings, and activity patterns.
• Churn & Upsell Detection: Identify risk and growth signals automatically through behavioral and engagement data.
• SmartSlides & ProductPulse: Automate slide decks and integrate real-time product usage analytics with JavaScript SDK.
• Unified 360° Account View: Centralized visibility into customer history, interactions, and performance metrics.
• One-Click Tasks & Notes: Create tasks and notes instantly from emails, improving workflow efficiency.
• Email Assist: AI-powered email suggestions and templated outreach to enhance communication quality.
• CRM & BI Integrations: Sync with Salesforce, HubSpot, Mixpanel, Metabase, and more for seamless data flow.
• Shared Team Workspace: Collaborate in real time with full visibility across accounts, contacts, and timelines.
• Google Spreadsheet Integration: Import KPIs like ARR, NPS, and usage directly into the platform.
• Secure OAuth Integration: Connect to Gmail without storing credentials, ensuring privacy and security.
• Custom Dashboards & Role-Based Access: Advanced Workbench enables fully customized views and controlled access for team members.
• Data Export & Retention: Export customer data and retain it as needed, with clear policies on data handling.
• 24/7 Support & Professional Services: Dedicated support and custom setup assistance available for scaling teams.
• Free Trial & Demo Access: Try the platform risk-free with a 14-day trial and request a personalized demo.

Pricing: AppEQ InboxCRM offers a Free Solo plan with limited features, a Team plan at $15/user/month (unlimited accounts, shared workspace), a Scale plan at $25/user/month (minimum 5 users), and an Enterprise plan at $49/user/month (minimum 5 users). Add-ons like SmartSlides and ProductPulse Analytics are available separately, with ProductPulse offering a free tier for first 100K events/month. All plans include secure Gmail integration, AI-driven insights, and standard support. The platform also provides a 14-day trial with no obligation to subscribe.

Conclusion: AppEQ InboxCRM is a powerful, intuitive, and secure customer success platform that brings AI intelligence directly into Gmail, enabling B2B teams to proactively manage customer health, drive retention, and scale growth—without leaving their inbox.