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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 Echo?

Echo is a groundbreaking platform that harnesses the power of artificial intelligence to transform your email inbox into dynamic and actionable dashboards by continuously analyzing and extracting essential information from your email exchanges. Instead of manually sorting through endless threads, Echo efficiently scans your Gmail, identifying critical details such as invoice totals, important dates, and major decisions that might be concealed in your emails, including payment statuses, contract renewals, travel plans, job application updates, and subscription information, all displayed in real-time through organized formats like tables, timelines, and concise summaries. By connecting your Gmail account and creating a customized “stream” for specific purposes—such as tracking overdue client invoices or key project deadlines—Echo guarantees that your dashboards are perpetually updated as new emails arrive, thereby removing the monotonous chore of email searching. Additionally, this efficient system not only enhances productivity but also significantly improves your capacity to manage important tasks and deadlines with ease, allowing you to focus on what truly matters in your work and personal life. Ultimately, Echo serves as a vital tool for anyone looking to streamline their email management and elevate their organizational capabilities.

Media

Media

Integrations Supported

Gmail
Adobe Marketo Engage
Chargebee
ChurnZero
Demandbase
Docusign
Gong
Google Sheets
HubSpot Customer Platform
LeadSquared
Looker
Outreach
Pipedrive
Planhat
Productboard
Salesforce
Salesforce Marketing Cloud Account Engagement
Seismic
Stripe
ZoomInfo

Integrations Supported

Gmail
Adobe Marketo Engage
Chargebee
ChurnZero
Demandbase
Docusign
Gong
Google Sheets
HubSpot Customer Platform
LeadSquared
Looker
Outreach
Pipedrive
Planhat
Productboard
Salesforce
Salesforce Marketing Cloud Account Engagement
Seismic
Stripe
ZoomInfo

API Availability

Has API

API Availability

Has API

Pricing Information

$15/user/month
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

AppEQ.ai

Date Founded

2022

Company Location

India

Company Website

www.appeq.ai/

Company Facts

Organization Name

Beau

Company Location

Spain

Company Website

beau.to/echo

Categories and 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

Categories and Features

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