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Effortless, Impactful Emails for Customer Success Teams!

Unlock the power of seamless, data-driven communication with Email Assist. Empower your team to stay connected and deliver insights that drive customer retention and growth!

Activate Customer Insights and Take Proactive Actions Today!

Empower Your CSMs & AMs with AI-Assisted Emails

Customer Success pros, rejoice! Email Assist was crafted just for you—helping you skip the repetitive, boost the personal, and make your comms genuinely impactful. From pre-built templates to dynamic metrics and AI-driven personalization, it’s all about taking your customer connections to the next level, effortlessly.

Listen to this podcast to know how Email Assist and Smart Slides can help your QBR process

Familiar

Experience on top of your existing tools. Keep your workflow seamless and familiar.

Customizable

Tailor every element to suit your unique processes.

Integrated

Access all your customer data and workflows directly —no need to switch between applications.

Key Features

STATIC TEMPLATES FOR EVERYDAY WINS

Ready-to-use templates for check-ins, business reviews, go-lives, and special events ensure you never miss a beat. Connect consistently and look pro every time—without drafting from scratch. Why You’ll Love It: Save time with reliable, polished templates designed to keep customers in the loop and strengthen relationships. Example: Weekly check-in, Customer Event notifications, Renewal reminders.

DYNAMIC BUSINESS REVIEW TEMPLATES

Business Review emails that look like you spent hours on them? Yep. With templates that pull live data and display key account metrics, you’ll always have real-time ROI numbers and account health insights ready to go. Why You’ll Love It: Wow your customers with data-backed insights in every review—showcase trends, impact, and ROI in just a few clicks. Example: Automatic data integration for health scores, monthly usage reports, and retention metrics.

AI-POWERED TEMPLATES FOR PERSONALIZED OUTREACH

Imagine if each email was effortlessly tailored to each customer. With our GPT-driven content, you can respond to an NPS review, request a testimonial, or follow up with proactive action. Let AI handle the personalization, so you can keep the relationship fresh and responsive. Why You’ll Love It: Make every touchpoint memorable with dynamic, smart responses that keep customers engaged. Example: Auto-responses for NPS surveys, upsell suggestions, feedback requests.

Dashboard Visualization

Collaborate with our team to create a custom dashboard that showcases impact of your email communications. Leverage interactive drill-down and interlinking features to maximize revenue potential.

Key Benefits

Why Email Assist Will Be Your New Best Friend

  • Automated Efficiency: Say goodbye to drafting repetitive emails. With reusable templates, spend less time on routine work and more time building connections.
  • Data-Driven Insights: Your business review emails will deliver live metrics, with ROI-backed insights that speak volumes.
  • AI-Powered Personalization: Go beyond “just checking in” with emails that automatically respond to customer needs, feedback, and actions.
Our Promise

Why Choose AppEQ?

At AppEQ, we believe in helping enterprises achieve their goals. Our powerful platform offers unique features that can help you retain and grow your customer base. 

Our team use AppEQ.ai for our Renewal, Retention, and Marketplace teams, and it has exceeded our expectations. The flexibility of the platform is remarkable—it's powerful enough to meet the specific needs of our teams. One standout aspect has been the exceptional support from the AppEQ team. They don’t just provide software; they partner with us, actively listening and delivering tailored solutions through their customizable workbench. Our team loves the in-app workspace, allowing us to easily access the restaurants we need to focus on daily for retention and renewals. The Account Pulse widget has been a game-changer, giving us a clear historical view of our interactions with restaurants, helping us drive more effective engagement
Keyur DaveRenewal and Retention Manager, Petpooja
Keyur Petpooja
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 AggarwalDirector, Global Services, AMS Inform
Sachin Aggarwal
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.
Mohit JainGlobal Head, Consulting & Customer Success, Whatfix
Mohit Jain
We've been using AppEQ.ai to drive Customer Success for our D2C customers, and it’s been a game-changer. Our team loves the in-app workspace, which gives us quick access to customer information and helps us focus on accounts that need attention, ultimately driving higher retention. This seamless access to product usage data from Mixpanel is crucial for our product-led growth model. With AppEQ, we can set trigger-based tasks for conditions like drops in product usage or during critical stages like onboarding. The Account 360 widget provides a comprehensive view of our customers, enabling more effective engagement at the right time.. What truly stands out is the exceptional support from the AppEQ team. They’re more than just a software provider; they’re a true partner in our success."
Atiqur RahmanFounding Member, BusinessOnBot
Atiqur Rahman

Find your answers

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AppEQ seamlessly integrates with leading CRMs like Salesforce, HubSpot, and Pipedrive, as well as product analytics tools like Mixpanel, Pendo, and Amplitude. The integration allows you to bring real-time customer data into one unified workspace to drive proactive engagement and growth.

AppEQ complies with industry-leading standards like SOC2, ISO 27001, and GDPR, ensuring your data is securely handled through encrypted API integrations and file sync mechanisms. We prioritize the security and privacy of your customer data at every step.

AppEQ is ideal for Customer Success teams, Account Managers, and Support teams in fast-growing companies. It helps streamline processes like onboarding, renewals, and upsell management by offering insights that enable proactive action and engagement.

Yes! AppEQ is designed as a flexible, composable layer that works alongside your existing Customer Success Platform, enhancing it with deeper insights, actionable dashboards, and automation—without replacing your current setup.

Depending on the level of customization and number of integrations, the onboarding process can take anywhere from 5 to 14 days. With pre-built workspace templates, onboarding can be completed in as little as 5 days.

AppEQ provides real-time customer insights and health scores, helping teams identify at-risk accounts and potential upsell opportunities. By integrating data from multiple tools into a single, actionable workspace, it enables proactive outreach, timely follow-ups, and personalized engagement, all of which contribute to higher retention and increased upsell success.

Absolutely! AppEQ is built to scale with your team’s needs. As your business grows, AppEQ’s customizable and flexible architecture ensures that you can easily add new tools, adapt workflows, and scale operations without disrupting your existing processes.

Unlike traditional Customer Success Platforms that often require a full platform replacement, AppEQ acts as an add-on layer to your existing tools like CRMs, product analytics, and helpdesk systems. It enhances your current setup by providing real-time insights, actionable dashboards, and workflow automation without the need for a complete overhaul. AppEQ’s composable, in-app workspace allows for seamless integrations, flexible customization, and the ability to scale as your team grows—offering agility and efficiency that many standard CSPs lack.

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Empower Every Email with Data-Driven Precision

Ready to Elevate Your Customer Communications? All Within Your Existing Applications

Take your customer relationships further with Email Assist. Schedule a demo and see how this tool can transform your workflows, simplify your comms, and let you focus on what matters most.