Everything You Need to Manage Customer Success—Right in Gmail

Discover how InboxCRM surfaces health, history, and follow-up tasks alongside your email threads—no tab switching required.

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Gmail Integration

Connect your Gmail account in seconds and manage customer relationships without leaving your inbox.

  • View customer data directly in Gmail
  • Track email engagement and history
  • Create tasks & notes in one click
Gmail Integration
All Your Accounts, One Smart Workspace

All Your Accounts, One Smart Workspace

Track every customer at a glance. View account health, renewal dates, open tasks, and key metrics—without switching tools or spreadsheets.

  • Monitor upcoming renewals and EBR compliance
  • Sort & filter by health, stage, or revenue
  • Prioritize accounts instantly

Data-Driven QBRs

Generate professional, data-driven QBRs in seconds—auto-pulling key metrics and insights from your inbox.

  • Save hours on report preparation
  • Present clear, actionable insights
  • Customize templates to match your brand
Data-Driven QBRs
All Your Accounts, One Smart Workspace

ProductPulse: Real-Time Usage Insights in Gmail

Monitor customer activity, flag at-risk accounts, and uncover upsell opportunities—all from your inbox.

  • Real-Time Usage Trends
  • Customer Health Correlation
  • Seamless Context

Account Health Tracking

Monitor customer health with automated scoring based on engagement patterns and key metrics.

  • Identify at-risk accounts early
  • Track health trends over time
  • Get proactive alerts for declining engagement
Account Health Tracking

Ready to streamline your customer relationships?

Start managing your customer relationships directly from your inbox today.