Maximize
Retention and Revenue with
a Unified In-App Workspace

Effortlessly unify data from your existing tools into AppEQ's composable in-app workspace, delivering real-time customer insights and enabling proactive actions to fuel growth and achieve success

Learn more

IMPROVE PRODUCTIVITY

Maximize Efficiency with Practical Solutions on AppEQ

AppEQ boasts flexible features for integrating your business operations. Seamlessly manage customers, sales, analytics, and more — streamlining your processes while unlocking greater success. Read more on Integration

Flexible & Powerful for driving revenue retention and expansion

Success Pad

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

Widgets

Activate bite-sized customer summary, AI Assisted Email Widget, 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

Dashboards

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

What is Insights & Data Activation?

Insights & 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 works seamlessly with your existing operational tools,
so your team doesn't need to learn a new system

Unified View

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

Improved Customer Retention

Deeper customer insights, proactive churn prevention, exceptional experiences for long-term success.

Increased Revenue Opportunities

Leverage customer data to identify upsell/cross-sell opportunities and maximize revenue growth

Streamlined Workflows

Streamline operations and proactively address customer needs with real-time in-app data insights in existing workflow.

Culture of Data-Driven Decisions

Empower data-driven decisions for customer success with clear customer insights and interactive dashboards.

ACCOUNT MANAGERS

Boost account retention & revenue with data-driven upsell/cross-sell at the perfect customer moment.

CUSTOMER SUCCESS MANAGERS

Empower CSMs to proactively prevent churn, boost NPS, and champion customer success with actionable data insights.

REVENUE LEADERS

From making strategic revenue decisions with customer insights to executing with smart nudges, AppEQ empowers Revenue Leaders to unlock company’s revenue potential with data and insights at the right time

BUSINESS OPERATIONS TEAM

Streamline workflows, unify data, and empower all teams with actionable customer insights right on the existing workflow of your teams.

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

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

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

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

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

Find your answers

Have any questions?
Look here

What is AppEQ?

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.

What is in-the-moment customer insight?

‘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.

Is it possible to integrate with applications not listed on the website

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.

Can AppEQ work with CRM?

Yes, AppEQ can work seamlessly with various CRMs. It integrates with popular CRM platforms like Salesforce, HubSpot, and Pipedrive, providing a data and UI layer that enhances the CRM’s functionality. By incorporating insights and trends, such as product usage data, AppEQ enables Customer Success Managers (CSMs) and Account Managers (AMs) to track key business metrics.

Through its integration with product analytics tools like Mixpanel, Pendo, and Amplitude, AppEQ transforms raw event data into meaningful business insights. This allows teams to convert complex user behavior data into actionable metrics, helping them make data-driven decisions that improve retention, upsell, and cross-sell opportunities.

We already have a CSP. Is AppEQ required?

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.

Can AppEQ work with Helpdesk software like Zendesk?

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.

How do I get started ?

Contact our team using the Demo Request or drop us a email at Hello@AppEQ.ai. 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 sales@appeq.ai for a personalized demo and consultation on how activating customer insights can help your team drive more revenue through upsell, cross-sell and retention.

How long does it take to get onboarded?

The onboarding process typically takes between 1 to 14 days, depending on the complexity of the integrations and the level of customization required for your setup. If a pre-designed template is used with minimal modifications, the process can be completed faster, often within 2-3 days. The overall timeline is largely determined by how many tools need to be integrated and the specific needs of your team for the executive summary and workflows.

Maximize Retention and Revenue with a Unified In-App Workspace