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Architecture, Engineering and Construction (AEC) Industry

An award winning workspace transformation firm uses AppEQ to get project delivery insights

This young and energetic design firm  leverages cutting-edge design principles to create award-winning workspaces that unlock their clients’ full potential and promote sustainability and employee well-being. They use Zoho CRM and Projects internally. 

Increased On-time Delivery
0 %
Customer Satisfaction
0 %
Payment Collections On Time
0 %

The Problem: 

Their Sales & Account Management teams have not been able to clearly understand the project health and delivery status in time, leading to revenue collection issues. They would want to combine data from CRM (Zoho) along with project delivery data from Zoho Projects and have a executive view of all the projects

The Impact:

  • Project Budget Strain: Delays in project delivery lead to unexpected costs and budget overruns.
  • Cash Flow Disruptions: Delayed payments tied to project milestones negatively impact cash flow.
  • Eroding Customer Trust: Inconsistent experiences lead to unhappy and dissatisfied customers.


Empower your team with project delivery insights @ fingertips from disparate systems

AppEQ for Architectural Design Firms

Data & Insights Activation for Leaders and Managers

Operational Efficiency

Empower your team to achieve peak performance with data-driven insights. Understand key metrics at fingertips.

Client Satisfaction

Understanding your clients' satisfaction is paramount in the professional services industry. The Client Satisfaction Dashboard is your window into how happy your clients are with the service you deliver.

Project Health

Project success hinges on proactive management. Project Health Status Dashboards empower Leaders and Managers to keep a pulse on all your accounts at fingertips.

Data Driven Operations

Explore how AppEQ helps operations through in-app customer insights and data.

Uncover Hidden Upsell & Cross-Sell Opportunities

Proactively Engage at-Risk Accounts

Gain Real-Time Visibility into Account Health and Usage

Transform Data into Actionable Insights with Zero Coding Required

Activate Your Customer Insights. Zero Code. More Revenue.

Many out of the box integrations
Supports most of the enterprise applications out-of-box

Transform Your Business with AppEQ

Optimize your business with AppEQ’s streamlined solutions. Reach your full potential with one centralized platform that connects your entire operation from sales to analytics and much more. 

We also do custom integration for in-house developed applications 

Flexible & Powerful for driving revenue

AppEQ Solutions

Success Pad

Never miss out on relevant customer  360 with Success Pad, right on your existing apps. No context switches, more productivity

Widget Launchers

Activate bite-sized customer summary, Task list, Dashboards, Announcements & more within applications when CSM/AM are “in-the-moment” of their activities. 

Task Playbooks

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

Dynamic Dashboards  

Customizable dashboards like Renewal, Leaderboards, VOC etc for Executives, Managers, or CSM / AM directly within your Inbox or Salesforce CRM

To know more, request a Demo

What is Data & Insights Activation?

Data Activation connects data from various sources and creates a unified profile. It uncovers valuable insights and opportunities in customer interactions through platforms like CRM, helpdesk, CSP, spreadsheets.

AppEQ's Data activation is seamless

Data Integration empowers companies to improving customer experience and retention. By connecting profile and interactions across all touchpoints, organizations can proactively identify at-risk customers and sell more with intelligent insights aligned to customers interest.

Unified View

Using data activation, companies can streamline workflows and automate repetitive tasks crosswise provided platform tools, saving time and increasing efficiency for the teams. By using insights gained from data activation culture based on conclusions rather than ambiguities can be achieved.

Improved Customer Retention

Increased Revenue Opportunities

Data activation helps promoters and advertisers to design targeted campaigns that increase revenue and customer lifetime value.believing on customer history behavior and insights that can help companies to pay more attention to relevant products or services.

Data Integration helps automate admin tasks and provides more personalized delight to customers by identifying easy, responsive solutions for customer complaints and problems in no-time explicitly on trends and identity a driven analytical get-relevant data according to the needs.

Streamlined Workflows

Culture of Data-Driven Decisions

With Activated Data sources you can predict trends and come up with made-to-measuring tracks for smoothing analysis, That’él help gauge-customer-interaction inputs fruits to learn more to keep data insights deliberately for replications.

Increase Metrics That Matters

Turn data into revenue! AppEQ unlocks hidden upsell & cross-sell opportunities for CSMs

Turn Data into Retention Power: AppEQ helps CSMs identify & engage unhappy customers before they churn

Free Up Your CSMs: Unleash AppEQ for Data Insights & Proactive Engagement (No More Manual Work!)

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. 

Where retention & expansion is the North Star 

& data driven culture is the guiding DNA  

Find your answers

Have any questions?
Look here

AppEQ is software that gives ‘in-the-moment’ customer insights and drive proactive actions like a customer retention software,  providing one-click real-time customer insights on top of your existing SaaS applications.

‘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.

AppEQ have integration and data and UI layer with CRMs like Salesforce, Hubspot, Pipedrive. We help bring in insights and trends like product usage by seamless integration with product analytics like Mixpanel, Pendo, Amplitude and giving an mechanism to convert the events data to business metrics that matter to CSM / AMs

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 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.

Drop an email to for a personalized demo and consultation on how activating customer insights can help your team drive more revenue through upsell, cross-sell and retention.

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.

Don't find the answer? Contact us for a query through our chat