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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 SmartCloud Connect?

Transform your calendar and email management with SmartCloud Connect for Salesforce, a dynamic all-in-one platform tailored for modern sales teams. This cutting-edge solution integrates Salesforce with your inbox, simplifying document organization and retrieval. Sales reps, managers, sales operations teams, and service professionals benefit from an all-encompassing view of client interactions directly within their inbox, allowing them to easily sync emails, calendars, and contacts with any custom object, monitor email engagement post-dispatch, and utilize a host of additional functionalities. Additionally, SmartCloud Connect is compatible with Office365, Outlook, Gmail, Mac, and iOS, making it a versatile option suitable for diverse work settings. This integration not only optimizes workflows but also significantly boosts overall productivity, enabling teams to focus more on their core tasks. By leveraging the power of SmartCloud Connect, organizations can enhance collaboration and achieve greater success in their sales endeavors.

Media

Media

Integrations Supported

Gmail
Salesforce
Adobe Marketo Engage
Chargebee
ChurnZero
Facebook
Freshdesk
Gainsight
Gong
Google Sheets
HubSpot CRM
HubSpot Customer Platform
Jira
LeadSquared
Looker
Microsoft 365
Microsoft Outlook
Pipedrive
Productboard
Zoho CRM

Integrations Supported

Gmail
Salesforce
Adobe Marketo Engage
Chargebee
ChurnZero
Facebook
Freshdesk
Gainsight
Gong
Google Sheets
HubSpot CRM
HubSpot Customer Platform
Jira
LeadSquared
Looker
Microsoft 365
Microsoft Outlook
Pipedrive
Productboard
Zoho CRM

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

Invisible

Date Founded

2006

Company Location

United States

Company Website

smartcloudconnect.io

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 Tracking

A/B Testing
Audience Segmentation
Campaign Management
Event-Based Notifications
Location Tracking
Team Management

Sales Enablement

Collaboration
Contact Management
Content Management
Document Management
Goals / Quota Management
Lead Management
Meeting Management
Performance Management
Presentation Management
Proposal Management
Territory Management
Training Management

Sales Engagement

CRM Integration
Call Scripts / Call Steps
Email Sequences
Email Tracking / Automation
Lead Management
Reporting / Analytics
Sales / Voice Dialer
Sales Automation
Search
Task Management
Templates
Workflow Management

Sales Force Automation

Call Management
Campaign Management
Channel Management
Commission Management
Contact Management
Contract Management
Customer Database
Email Marketing
Field Sales Management
Lead Management
Opportunity Management
Performance Metrics
Proposal Generation
Referral Tracking
Sales Forecasting
Territory Management

Sales Intelligence

CRM Integration
Data Cleaning
Data Enrichment
Data Import/Export
Data Mining
Data Verification
Email Integration
Lead Scoring
List Building
Performance Management
Pipeline Management
Predictive Modeling/Analytics
Prospecting Tools
Reporting/Analytics
Sales Forecasting

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