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Description
Reef provides a customer revenue platform designed to enable businesses to consistently enhance revenue from their current clientele while streamlining net retention metrics. The landscape has changed dramatically, with new sales declining and upselling becoming increasingly challenging, making the net retention rate (NRR) more difficult to manage. Many organizations find themselves unprepared for this evolving marketplace, leading to a significant revenue shortfall. Often, startups delay establishing a strong foundation for NRR success, which hinders their growth and contributes to this revenue gap. It is crucial for these companies to prioritize investment in areas that will foster rapid growth. By developing board-ready analytics that encompass both current and historical data on net retention—including renewals, upsells, and cross-sells—businesses can gain valuable insights. Furthermore, visualizing territories will help in swiftly pinpointing growth potentials and identifying churn risks, taking into account factors like engagement levels, product usage, consumption rates, health scores, and Net Promoter Scores (NPS). Transforming these insights into actionable strategies through advanced targeting and effective workflows will ensure that companies follow through consistently, ultimately driving better execution and stronger results.
Description
InboxCRM by AppEQ is an innovative Customer Success platform built natively into Gmail, designed to streamline CS workflows by eliminating the need to switch between multiple tools. Users can import accounts directly from their Gmail inbox and Calendar, while all email and meeting interactions are automatically logged to provide a comprehensive and unified view of customer health, usage metrics, and renewal risks. The platform’s real-time dashboards surface critical insights such as at-risk customers, engagement patterns, and potential upsell opportunities right within Gmail, reducing friction for teams. InboxCRM integrates effortlessly with major CRM systems including Salesforce, HubSpot, and Zoho, as well as with analytics, helpdesk, and collaboration platforms, ensuring seamless data flow. Role-based access and smart filtering help personalize the data view, allowing each team member to focus on what matters most. Features like automated alerts, customizable email templates, and one-click generation of QBR decks make customer success management more efficient and scalable. By centralizing customer success activities in Gmail, InboxCRM empowers teams to improve retention, identify growth opportunities, and enhance customer relationships. Overall, it offers a proactive, data-driven approach to managing customer success without disrupting existing workflows.
API Access
Has API
API Access
Has API
Integrations
Gainsight
Gmail
Gong
Google Docs
Google Sheets
HubSpot CRM
HubSpot Customer Platform
Intercom
Jira
Klient
Integrations
Gainsight
Gmail
Gong
Google Docs
Google Sheets
HubSpot CRM
HubSpot Customer Platform
Intercom
Jira
Klient
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
$15/user/month
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Reef.ai
Country
United States
Website
www.reef.ai/
Vendor Details
Company Name
AppEQ.ai
Founded
2022
Country
India
Website
www.appeq.ai/
Product Features
Customer Success
Account Alerts
Account Management
Communication Management
Customer Engagement
Customer Lifecycle Management
Health Score
Onboarding
Revenue Management
Usage Tracking / Analytics
Win / Loss Analysis
Revenue Operations
AI Insights
Account Health Dashboard
Automatic CRM Updates
Contact / Activity Tracking
RevOps Automation
Revenue Dashboard
Revenue Intelligence / Reporting
Sales Analytics
Sales Forecasting
Third-Party Data Aggregation
Product Features
Customer Success
Account Alerts
Account Management
Communication Management
Customer Engagement
Customer Lifecycle Management
Health Score
Onboarding
Revenue Management
Usage Tracking / Analytics
Win / Loss Analysis
Revenue Management
Competitor Analysis
Dynamic Pricing
For Airlines
For Hospitality Industry
Forecasting
Inventory Control
Price Optimization
Recommendation Engine
Yield Management