Coming up next –  Mary Poppen & Sandy Yu  Optimizing B2B SaaS Revenue: Mastering Upselling & Cross-Selling Strategies

  • Prioritise your Inbox daily based on Customer Health
  • Reduce Account Receivables through Payment Nudges
  • Increase Revenue with real-time support insights @ fingertips

In-app Customer Insights & Automation


Playbook automation and real-time insights within CRM and Inbox for your Customer Success & Account Managers

Minimize Churn, Increase Revenue Retention & Expansion by 50%

Integrate sales and post-sales teams seamlessly within a unified CRM platform, enabling instant access to insights and playbook capabilities with zero need for code modifications

AppEQ + Your CRM = Magic
AppEQ Explainer GIF
In-app Customer 360 
Churn / Renewal Management 
Account Task Management 
Nudges & Playbook Automation 
Email Assist 
In-the-Moment Insights
Early Warning Signals
Customizable Dashboard 
One-click Integration  
and more …
To know more, request a Demo

Where $ Retention & Expansion is the North Star 

Maximize revenue retention & expansion by driving customer centricity & proactive behaviour 

across teams with in-app insights and playbook automation

Drive expansion revenue through high retention, upsell and cross-sell. 

From improving NPS to reducing churn rate, AppEQ helps Customer Success managers throughout the customer lifecycle.

From making strategic revenue decisions with customer insights to executing with smart nudges, AppEQ empowers Revenue Leaders to unlock company’s revenue potential. for Customer Success Managers, Account Managers, Executives

Flexible & Powerful features that does all the hard work for you

Success Pad

Never miss out on relevant customer insights with Success Pad, right on your existing apps. No context switches, more productivity

Summary Widget

Bite-sized customer summary which will “in-the-moment” activities of CSM / AM teams

Playbook  Automation

Trigger proactive actions based on customer accounts and contacts on CRM, Inbox & more


Customizable dashboards for Executives, Managers, or Customer Success Managers directly within your Inbox or Salesforce CRM

To know more, request a Demo

Seamless Integration with Your Operational App Stack

Bypass the constant back-and-forth between teams and disparate systems. AppEQ smoothly integrates with your operational app suite, offering instant access to real-time customer insights. Enhance your professional efficiency with AppEQ

AppEQ Integrations

Scale Revenue Retention & Expansion
with Enterprise Grade Security

AppEQ safeguards your data in accordance with SOC 2, ISO 27001 and GDPR certifications, highlighting our rigorous global security standards adherence. 

AppEQ - Customer Testimonials

Join the fastest growing B2B Companies

Companies just like yours have used AppEQ to retain and grow their customer revenue

Get a demo ->

One tool - many usecases

Use AppEQ to address all your use-cases to drive revenue from existing customers

Fight Churn

Identify churn signals before it becomes a reality with account health highlights, timely nudges from support insights & more. Reduce churn by taking proactive actions with AppEQ.


Drive Customer Engagement

Increase engagement with key stakeholders and project sponsors to improve customer relationship with proactive nudges and email assist

Identify & Mitigate Risks

Monitor account signals in real-time with Account Pulse & Signals to ensure prompt action. Mitigate potential issues using alerts and To Do automation to prevent customer churn and increase retention rate.

Find your answers

Have any questions?
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Contact our team using the Demo Request or drop us a email at Our team shall revert back to get more details like the applications you want to integrate and invite you with a link to install our plugin. After the free trial period you will be able to enjoy our free limited version. Want to extent the full featured trial, drop an email to

The duration of the onboarding process can range from 1 to 14 days, depending on the number of integrations and the level of customization needed for the executive summary. If a pre-designed template can be used without any modifications, the onboarding can be completed within a shorter timeframe of around 2-3 days.

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.

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