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What is InboxCRM by AppEQ?

InboxCRM by AppEQ is a powerful Customer Success platform designed to operate natively within Gmail, helping CS teams stay organized, proactive, and efficient without leaving their inbox. The platform enables users to import accounts seamlessly from Gmail and Google Calendar, while automatically logging all email and meeting touchpoints to create a unified, real-time overview of account health, usage metrics, and renewal risks. InboxCRM’s intuitive dashboards deliver actionable insights into at-risk customers, engagement trends, and expansion opportunities, all accessible without the need to toggle between different applications. Integration with leading CRMs such as Salesforce, HubSpot, and Zoho, along with analytics, helpdesk, and collaboration tools, ensures a smooth and cohesive data ecosystem. The platform’s smart filtering and role-based access control personalize each team member’s view, focusing attention on the most relevant information. Automated alerts notify teams of critical events, while personalized email templates streamline communication. Additionally, InboxCRM offers one-click generation of quarterly business review (QBR) decks, significantly reducing preparation time. By centralizing all customer success activities within Gmail, the tool enhances team productivity and responsiveness. This unified approach empowers customer success teams to boost retention, uncover upsell opportunities, and deliver superior customer experiences. In sum, InboxCRM by AppEQ transforms customer success management by integrating seamlessly into daily workflows and making data-driven decisions effortless.

What is AppsForOps Timeline?

Engagement includes a variety of elements such as emails, phone calls, tasks, notes, and data flowing in from different systems like sales, marketing, and customer support, among others. Nowadays, it is easier than ever to obtain all the relevant information about a contact or organization, which aids in making informed decisions and taking timely actions. When an email is selected or entered, the timeline automatically updates to show all interactions associated with that contact right within your inbox. This feature enables users to navigate effortlessly between different views; you can quickly switch to the company perspective to understand all activities related to that organization. The contact view will reflect the timeline for the currently selected or entered email address, while changing to the company view will display the timeline for all contacts associated with that domain. This interconnectedness guarantees a thorough understanding of interactions at both the contact and organizational levels, which significantly improves your capability to manage relationships effectively. With such integration, staying organized and informed about your engagements becomes an effortless task, further streamlining your workflow.

Media

Media

Integrations Supported

Gmail
HubSpot CRM
HubSpot Customer Platform
Salesforce
Zendesk
Adobe Marketo Engage
Demandbase
Gong
Intercom
Jira
Outreach
Planhat
Productboard
Salesforce Marketing Cloud Account Engagement

Integrations Supported

Gmail
HubSpot CRM
HubSpot Customer Platform
Salesforce
Zendesk
Microsoft 365
PayPal
QuickBooks Online
Slack
Stripe

API Availability

Has API

API Availability

Pricing Information

$15/user/month
Experience AppEQ

- Unlimited Team Members
- Limited Feature
Free Version
Free Trial Offered?

Pricing Information

$10 per user per month

Supported Platforms

SaaS

Supported Platforms

SaaS
Windows
Mac

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub

Company Facts

Organization Name

AppEQ.ai

Date Founded

2022

Company Location

India

Company Website

www.appeq.ai/

Company Facts

Organization Name

AppsForOps

Date Founded

2015

Company Location

Australia

Company Website

www.AppsForOps.com

Categories and Features

AI Customer Success

Not specified

Customer Success

Account Alerts
Account Management
Health Score
Revenue Management

Revenue Management

Recommendation Engine

Categories and Features

Customer Success

Account Alerts
Account Management
Communication Management
Customer Engagement
Customer Lifecycle Management
Health Score
Revenue Management
Usage Tracking / Analytics

Timeline

Not specified

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Glances Reviews & Ratings

Glances

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Timestream

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