Gmail CRM for Customer Success
Built for CS, AM, and RevOps teams to manage conversations, track customer health, and automate follow-ups—without leaving Gmail.
- Sync Gmail & calendar in seconds
- Track customer health, tasks, and accounts—all in one view
- Auto-generate QBR decks and personalized follow-ups with AI
Why Teams Love AppEQ's Inbox CRM
Instant Setup, Zero Hassle
Connect Gmail & Calendar instantly—no CSVs, no setup, no hassle.Just log in and start tracking your customer conversations.
Everything in One View
See every customer touchpoint—emails, notes, tasks, and meetings—in one Gmail-native timeline.
Auto-Generated QBRs
Generate QBRs in seconds—automated, data-rich slides ready to present.Powered by your inbox and CRM data.
Inbox-Powered Account Health
Spot churn risks and upsell signals—automatically.Health scores built from your emails, meetings, and activity patterns.
Start Small. Scale Confidently.
Built for modern Customer Success teams scaling accounts, health tracking, and engagement—right from Gmail.
Team
- Unlimited accounts, contacts & timeline history
- Shared Inbox workspace for team visibility
- Import KPIs from linked spreadsheets (ARR, NPS, usage)
- Track health scores, notes & send templated emails
- Get customer engagement insights without extra tools
Need more control or integrations?
AppEQ Workbench gives scaling CS ops teams advanced access, CRM & BI integrations, and fully customized dashboards.
- Role-based access
- CRM, BI & Multiple data integrations
- Custom dashboards
See InboxCRM in Action
A quick tour of the key features and benefits.
Manage Everything from Gmail
Access all your customer data, notes, and tasks directly within your Gmail inbox. No more switching between multiple tabs and applications.
- View customer health scores
- Access recent communications
- Update notes and tasks
Generate Data-Driven QBRs
Create professional, data-driven QBRs with just a few clicks. Automatically pull in key metrics and insights from your inbox and calendar.
- Save hours on report preparation
- Present clear, actionable insights
- Impress your clients with professional reports
Seamless Gmail Integration
Connect your Gmail account in seconds and start managing your customer relationships right away. InboxCRM integrates seamlessly with your existing workflow.
- Secure OAuth connection
- Automatic contact syncing
- Real-time updates
Got Questions? We've Got You.
Answers to help you get started fast—and get the most out of InboxCRM.
InboxCRM uses secure OAuth to connect with your Gmail account. This allows us to display customer information—like contacts, emails, and tasks—directly inside your inbox, without storing your credentials or compromising privacy.