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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

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.

Description

A user-friendly Customer Success Management (CSM) tool designed for seamless integration into the existing tool ecosystem of small and medium-sized enterprises (SMEs). This tool currently offers integration with popular CRM systems such as HubSpot and ticketing platforms like Zendesk, allowing for the calculation of customer Health Scores derived from both ticketing and financial KPIs. Additionally, users can enhance its capabilities through various applications like Zapier and the Zendesk App. The flexibility to incorporate custom recommendations or utilize pre-existing suggestions further enriches the user experience. This adaptability ensures that SMEs can tailor the tool to meet their unique customer success needs effectively.

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

No images available

Integrations

HubSpot CRM Yes 
HubSpot Customer Platform Yes 
Zendesk Yes 
Adobe Marketo Engage Yes 
Chargebee Yes 
ClientSuccess Yes 
Freshdesk Yes 
Gong Yes 
Google Docs Yes 
Jira Yes 
Khoros Yes 
Klient Yes 
LeadSquared Yes 
Pipedrive Yes 
Planhat Yes 
Salesforce Yes 
Salesforce Marketing Cloud Account Engagement Yes 
Seismic Yes 
Totango Yes 
Zoho CRM Yes 

Integrations

HubSpot CRM Yes 
HubSpot Customer Platform Yes 
Zendesk Yes 
Adobe Marketo Engage No 
Chargebee No 
ClientSuccess No 
Freshdesk No 
Gong No 
Google Docs No 
Jira No 
Khoros No 
Klient No 
LeadSquared No 
Pipedrive No 
Planhat No 
Salesforce No 
Salesforce Marketing Cloud Account Engagement No 
Seismic No 
Totango No 
Zoho CRM No 

Pricing Details

$15/user/month
Experience AppEQ

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

Pricing Details

$16.99/month/admin account
Free Trial Yes 
Free Version 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 

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

Types of Training

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

Types of Training

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

Vendor Details

Company Name

AppEQ.ai

Founded

2022

Country

India

Website

www.appeq.ai/

Vendor Details

Company Name

easy_CSM

Founded

2021

Country

Germany

Website

easycsm.de/en/

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 

Product Features

Customer Success

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

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