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.
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


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


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

More Powerful Features
Metrics Hub
Centralized dashboard for all your customer success metrics and KPIs in one place.
Email Assist
AI-powered email suggestions and templates to improve customer communication.
Touchpoint Tracker
Track every customer interaction across all channels and touchpoints.
Account Health Pulse
Real-time health scoring and alerts to identify at-risk accounts early.
Account Planning Tasks
Structured task management for strategic account planning and execution.
Contact Management
Comprehensive contact database with relationship mapping and history.
Account Portfolio Dashboard
High-level overview of your entire account portfolio with key insights.
Google Spreadsheet Integration
Seamlessly sync customer success data with Google Spreadsheets.
Integrations
Connect with your favorite tools and platforms to create a seamless workflow.
Ready to streamline your customer relationships?
Start managing your customer relationships directly from your inbox today.