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
What Our Customers Say
“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.”
Keyur Dave
Renewal and Retention Manager, Petpooja
“I’ve never seen our team move from data to action so quickly. InboxCRM’s Gmail-native workbench brings account health, renewal risks, and engagement insights directly into our inbox—saving us hours of manual reporting every week. Before AppEQ, we were juggling Salesforce, spreadsheets, Gmail, and Gong just to get a full view of our accounts. Now everything we need—real-time dashboards, automatic renewal alerts, and proactive nudges—is right inside Gmail.”
Harsh Sanklecha
AVP - Global Customer Success, DemandFarm
“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.”
Sachin Aggarwal
Director, Global Services, AMS Inform
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.