RetentionUpsellCross-sell
Effortlessly unify data from your existing tools into AppEQ’s composable in-app workspace, delivering real-time customer insights and enabling proactive actions to fuel growth and achieve success.
Unlock actionable insights, automate workflows, and leverage AI-driven assistance to better understand and serve your customers.
Equip your Customer Success teams with Early Warning and Upsell/Cross-Sell signals, paired with automated task playbooks, to help them excel in driving revenue retention and expansion.
Empower your Customer Success teams with an AI Assistant that not only provides insights into product usage, accounts, and more but also recommends actions based on industry best practices and your tailored SOPs.
Leverage a powerful BI and AI platform with advanced dashboard and reporting visualizations, including line, bar, area, stacked, scatter plots, heatmaps, time-series, pie, funnel, donut, progress charts, maps, and AI-driven pattern and anomaly detection capabilities.
At AppEQ, we’re passionate about transforming B2B organizations through customer-led growth. Our platform equips customer-facing teams with real-time insights, AI-driven assistance, and automation to deliver exceptional experiences, drive retention, and fuel growth. By embedding actionable data directly within your workflows, we empower teams to make smarter, faster decisions when it matters most.
Led by co-founders Manoranjan Ingudam and Rajat Shukla , with over 40 years of combined expertise in enterprise technology and startups, our team is backed by leading SaaS experts who share our vision of revolutionizing customer success through innovation.
Drive exceptional customer experiences, increase upsell and cross-sell opportunities, and optimize operations—all through a unified, data-driven platform.
Deeper customer insights, proactive churn prevention, exceptional experiences for long-term success.
Leverage customer data to identify upsell/cross-sell opportunities and maximize revenue growth
Streamline operations and proactively address customer needs with real-time in-app data insights in existing workflow.
Empower data-driven decisions for customer success with clear customer insights and interactive dashboards.
Renewal and Retention Manager, Petpooja
── "AppEQ.ai has been a game-changer for our Renewal, Retention, and Marketplace teams. The platform's flexibility meets our specific needs, and the in-app workspace makes it easy to focus on key accounts daily. The Account Pulse widget provides clear historical insights, driving more effective engagement. Exceptional support from the AppEQ team makes them true partners, delivering tailored solutions that elevate our work."
Director, Global Services, AMS Inform
── "Chasing unpaid invoices had been a tedious process for AMS Inform. Collections which require help of our account managers have been very manual and often missed out as they have many other activities. With AppEQ, we have been able to bring out those outstanding invoices during the day-to-day operations on top of our CRM for the account managers and boosted our on-time collections by more than 26% since the last quarter."
Global Head, Consulting & Customer Success, Whatfix
── "AppEQ provides flexibility to bring in customer insights & data and make it easily accessible across platforms like Salesforce, Zendesk, Inbox and Slack used by our Success and Support teams."
Founding Member, BusinessOnBot
── "AppEQ.ai has simplified Customer Success for our D2C customers. The in-app workspace and Mixpanel integration help us focus on key accounts and boost retention. With trigger-based tasks and the Account 360 widget, we engage customers at the right time. Their support truly stands out."
Get quick answers to common questions about AppEQ’s features, integrations, and benefits.
AppEQ is an AI-powered Customer Success software that delivers ‘in-the-moment’ customer insights to help teams drive retention, upsell, and expansion. Acting as a proactive customer retention solution, AppEQ provides one-click, real-time insights directly on top of your existing SaaS applications, enabling seamless decision-making and action without switching tools.
‘In-the-moment’ customer insights is the capability to highlight key customer data , trends and insights when CSM / AM / Leaders are likely to need them the most; like while reading a email from a customer – they are most likely to need information about that customer ; or while going for meeting – looking at the calendar; a quick summary of the customer account helps them stay on top of the account on key customer metrics.
AppEQ provides features for your team to configure in-the-moment insights on your existing Saas or in-house web applications.
Since it appears in the right time and place, it’s 10x more effective.
Absolutely, integration with applications not currently listed on our website is certainly feasible. To initiate this process, we kindly request you to reach out to our team with your specific requirements. We’re here to assist you every step of the way.
Yes, AppEQ integrates seamlessly with leading CRMs like Salesforce, HubSpot, Zoho and Pipedrive, enhancing their functionality with a powerful data and UI layer. By combining CRM data with product usage insights from tools like Mixpanel, Pendo, and Amplitude, AppEQ enables Customer Success Managers (CSMs) and Account Managers (AMs) to track key metrics, segment accounts, and view them from multiple perspectives.
This integration transforms raw event data into actionable insights, empowering teams to make data-driven decisions that drive retention, upsell, and cross-sell opportunities. With AppEQ, your CRM becomes a comprehensive hub for customer success.
We have worked with teams who have a robust deployment of of some of the top CSP platforms. Our product helps in activating insights and actions to deliver actionable insights at your fingertips like on Inbox, CRM. We have helped unlocked data and insights from CSP to other existing SaaS platforms.
AppEQ has direct data and UI integration with Zendesk, Freshdesk , Zohodesk. With AppEQ, teams have now the capability to access and visualize data and metrics not just from the Helpdesk but also from CRM and other systems. This helps the Support Agents to have relevant data all within the Helpdesk.
Contact us via the Demo Request form or email hello@appeq.ai for a personalized demo. Our team will follow up to gather integration details, provide a plugin installation link, and show you how activating customer insights can drive upsell, cross-sell, and retention revenue.
The onboarding process typically takes 1 to 14 days, depending on the complexity of integrations and the level of customization required. If a pre-designed template with minimal modifications is used, onboarding can often be completed within 5 days. The timeline is influenced by the number of tools to integrate and your team's specific dashboarding needs. To ensure a smooth experience, AppEQ assigns a dedicated Solution Architect and a Customer Success Manager to guide you through the process.