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features
design
support

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Description

Transform the chaos of daily emails into streamlined workflows by managing your Email, Tasks, and Teamwork all within your Gmail Inbox. Sortd reimagines your Gmail experience into a vibrant workspace designed to enhance your productivity and make life easier. It operates on the most dependable platform available... your Inbox. While there are plenty of email applications out there, you already rely on Gmail, which is why Sortd was specifically developed to integrate seamlessly with it. Say goodbye to the hassle of switching between multiple apps throughout the day. Sortd Boards offer an ideal solution for emails that you typically mark as unread, enabling you to create as many boards as necessary to structure your work according to different contexts. Your Inbox was never intended to serve as a To-Do list, but with Sortd, you can start each day fresh, prioritize which emails to address, and tackle your tasks without distractions. Additionally, you can easily return tasks and emails to your Inbox when they require your attention or follow-up, ensuring that nothing slips through the cracks. This innovative approach helps you maintain focus and efficiency in your daily workflow.

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 No 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

Gmail Yes 
Adobe Marketo Engage No 
Chargebee No 
ChurnZero No 
Freshdesk No 
HubSpot CRM No 
HubSpot Customer Platform No 
Intercom No 
Jira No 
Klient No 
Looker No 
Pipedrive No 
Planhat No 
Salesforce No 
Salesforce Marketing Cloud Account Engagement No 
Seismic No 
Totango No 
Zendesk No 
Zoho CRM No 
ZoomInfo No 

Integrations

Gmail Yes 
Adobe Marketo Engage Yes 
Chargebee Yes 
ChurnZero Yes 
Freshdesk Yes 
HubSpot CRM Yes 
HubSpot Customer Platform Yes 
Intercom Yes 
Jira Yes 
Klient Yes 
Looker Yes 
Pipedrive Yes 
Planhat Yes 
Salesforce Yes 
Salesforce Marketing Cloud Account Engagement Yes 
Seismic Yes 
Totango Yes 
Zendesk Yes 
Zoho CRM Yes 
ZoomInfo Yes 

Pricing Details

$6 per month per user
Personal: Free for life
Team: $8 per user per month
Sales: $16 per user per month
Free Trial Yes 
Free Version Yes 

Pricing Details

$15/user/month
Experience AppEQ

- Unlimited Team Members
- Limited Feature
Free Trial Yes 
Free Version Yes 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Sortd

Founded

2017

Country

United States

Website

www.sortd.com

Vendor Details

Company Name

AppEQ.ai

Founded

2022

Country

India

Website

www.appeq.ai/

Product Features

CRM

Calendar/Reminder System No 
Call Logging No 
Document Storage No 
Email Marketing No 
Internal Chat Integration No 
Lead Scoring No 
Marketing Automation Integration No 
Mobile Access No 
Quotes / Proposals No 
Segmentation Yes 
Social Media Integration No 
Task Management Yes 
Territory Management No 

Email Management

Data Recovery No 
Email Archiving No 
Email Deletion No 
Email Discovery No 
Email Monitoring No 
Email Recall No 
Queue Manager No 
Response Management Yes 
Routing No 
Shared Inboxes No 
Signature Management No 
Spam Blocker No 
Whitelisting / Blacklisting No 

Email Tracking

A/B Testing No 
Audience Segmentation No 
Campaign Management No 
Event-Based Notifications No 
Location Tracking No 
Team Management No 

Sales Force Automation

Call Management No 
Campaign Management No 
Channel Management No 
Commission Management No 
Contact Management Yes 
Contract Management No 
Customer Database Yes 
Email Marketing No 
Field Sales Management No 
Lead Management Yes 
Opportunity Management Yes 
Performance Metrics No 
Proposal Generation No 
Referral Tracking No 
Sales Forecasting Yes 
Territory Management No 

Product Features

Customer Success

Account Alerts Yes 
Account Management Yes 
Communication Management No 
Customer Engagement No 
Customer Lifecycle Management No 
Health Score Yes 
Onboarding No 
Revenue Management Yes 
Usage Tracking / Analytics No 
Win / Loss Analysis No 

Revenue Management

Competitor Analysis No 
Dynamic Pricing No 
For Airlines No 
For Hospitality Industry No 
Forecasting No 
Inventory Control No 
Price Optimization No 
Recommendation Engine Yes 
Yield Management No 

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