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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 Inbox2Action?

Inbox2Action seamlessly integrates Notion's functionalities into your Gmail inbox, greatly enhancing your work environment. With just one click, any email can be converted into an actionable task, giving you the ability to manage your tasks, leads, projects, and receipts directly in Notion without leaving Gmail. This transformation changes your inbox from a source of stress into a well-organized center of activity. You can effortlessly monitor what matters most, as Notion’s features—like status, due dates, and priorities—are conveniently displayed within Gmail. Smart labeling keeps essential emails at your fingertips, while your most-used databases and favorites are highlighted automatically, streamlining your workflow effectively. The platform fosters smooth collaboration; you can reply to comments, delegate tasks, and update project pipelines all from within the same interface, ensuring your team stays aligned and your productivity soars. This intelligent system operates quietly behind the scenes, with automatic updates and visual cues for sync status that keep you in the loop. Ultimately, everything runs seamlessly, enabling you to concentrate on what truly counts and enhancing your overall productivity. This integration not only simplifies your tasks but also elevates your entire workflow experience.

Media

Media

No images available

Integrations Supported

Gmail
Demandbase
Freshdesk
Gong
Google Sheets
HubSpot Customer Platform
Intercom
Khoros
Klient
LeadSquared
Looker
Notion
Outreach
Pipedrive
Planhat
Salesforce
Seismic
Totango
Zoho CRM
ZoomInfo

Integrations Supported

Gmail
Demandbase
Freshdesk
Gong
Google Sheets
HubSpot Customer Platform
Intercom
Khoros
Klient
LeadSquared
Looker
Notion
Outreach
Pipedrive
Planhat
Salesforce
Seismic
Totango
Zoho CRM
ZoomInfo

API Availability

Has API

API Availability

Has API

Pricing Information

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

Pricing Information

$8/month
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

Inbox2Action

Date Founded

2023

Company Location

Canada

Company Website

inbox2action.com

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

Email Management

Data Recovery
Email Archiving
Email Monitoring
Queue Manager
Response Management
Routing
Shared Inboxes
Signature Management
Spam Blocker
Whitelisting / Blacklisting

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