QBRROI DecksEmailsWeekly Reports
SmartSlides turns your Inbox, CRM and product data into ready-to-send QBRs, ROI decks, and renewal emails—so CS and AM teams can drive retention and upsell faster.
From insight to impact: Auto-generate personalized decks and data-backed emails that drive engagement, renewals, and revenue—straight from your inbox or CRM.
Equip your CS and AM teams with on-brand, data-rich slides tailored to each account.
Pull in CRM tokens, usage data, and key metrics to generate QBRs, onboarding decks, or renewal proposals—instantly and at scale.
No more manual deck creation—let SmartSlides do the work!
With Email Assist, every deck comes with a personalized summary email—auto-drafted with CRM data, performance insights, and renewal context.
Send from your inbox or CRM with 1-click, and follow up faster.
Visualize product trends, risk indicators, and adoption gaps with integrated dashboards.
SmartSlides connects to BI tools and embeds the most relevant KPIs directly into your decks and emails—no data exports or manual charting needed.
At AppEQ, we believe Customer Success isn’t just about relationships—it’s about turning data into action. Our platform empowers customer-facing teams to deliver real-time, insight-rich QBRs, ROI summaries, and follow-ups—without the manual work.
With SmartSlides, we help B2B SaaS and FinTech companies scale retention, renewals, and revenue through AI-powered automation, CRM-driven personalization, and beautifully branded deliverables sent straight from inbox or CRM.
Founded by Manoranjan Ingudam and Rajat Shukla, AppEQ brings over 40 years of combined expertise in enterprise software and SaaS innovation—united by a mission to modernize customer engagement with clarity, speed, and intelligence.
SmartSlides transforms CRM and product data into personalized QBRs, ROI decks, and renewal emails—sent from your inbox or CRM, at scale.
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.
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