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What is easy_CSM?
                An intuitive Customer Success Management (CSM) solution designed to seamlessly fit within the tool ecosystems of small and medium-sized enterprises (SMEs). This innovative tool currently integrates with well-known CRM systems like HubSpot and ticketing services such as Zendesk, enabling the calculation of customer Health Scores based on both ticketing and financial key performance indicators. Furthermore, users can expand its functionality with various applications, including Zapier and the Zendesk App, providing additional versatility. The option to implement personalized recommendations or leverage existing suggestions further enhances the overall user experience. This level of adaptability guarantees that SMEs can customize the tool to effectively address their specific customer success requirements, fostering a more tailored approach to customer engagement and satisfaction. By making these adjustments, SMEs can stay agile in their dynamic business environments.
            
        
            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.
            
        
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Integrations Supported
            
                
    HubSpot CRM
            
            
        
        
    
        
        
            
                
    HubSpot Customer Platform
            
            
        
        
    
        
        
            
                
    Zendesk
            
            
        
        
    
        
        
            
                
    Chargebee
            
            
        
        
    
        
        
            
                
    ChurnZero
            
            
        
        
    
        
        
            
                
    ClientSuccess
            
            
        
        
    
        
        
            
                
    Demandbase
            
            
        
        
    
        
        
            
                
    Freshdesk
            
            
        
        
    
        
        
            
                
    Gainsight
            
            
        
        
    
        
        
            
                
    Gmail
            
            
        
        
    
                
                    
    
        
        
        
    
        
        
        
    
        
        
        
    
        
        
        
    
        
        
        
    
        
        
        
    
        
        
        
    
        
        
        
    
        
        
        
    
        
        
        
    
                
            Integrations Supported
            
                
    HubSpot CRM
            
            
        
        
    
        
        
            
                
    HubSpot Customer Platform
            
            
        
        
    
        
        
            
                
    Zendesk
            
            
        
        
    
        
        
            
                
    Chargebee
            
            
        
        
    
        
        
            
                
    ChurnZero
            
            
        
        
    
        
        
            
                
    ClientSuccess
            
            
        
        
    
        
        
            
                
    Demandbase
            
            
        
        
    
        
        
            
                
    Freshdesk
            
            
        
        
    
        
        
            
                
    Gainsight
            
            
        
        
    
        
        
            
                
    Gmail
            
            
        
        
    
                
                    
    
        
        
        
    
        
        
        
    
        
        
        
    
        
        
        
    
        
        
        
    
        
        
        
    
        
        
        
    
        
        
        
    
        
        
        
    
        
        
        
    
                
            API Availability
            
                Has API
            
            
        
        
    
                API Availability
            
                Has API
            
            
        
        
    
                Pricing Information
        $16.99/month/admin account
        
    
    
    
        
        
            
                Free Trial Offered?
            
            
        
        
    
        
        
            
                Free Version
            
            
        
        
    
            Pricing Information
        $15/user/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
easy_CSM
Date Founded
2021
Company Location
Germany
Company Website
easycsm.de/en/
Company Facts
Organization Name
AppEQ.ai
Date Founded
2022
Company Location
India
Company Website
www.appeq.ai/
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
                                        
                                    
                            
                        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
                                        
                                    
                            
                         
         
         
         
        