Smart Slides for Customer Success: Automated Reports, Actionable Insights

AppEQ.ai’s Smart Slides make customer success reporting effortless. Generate real-time, data-driven presentations that help you track renewals, showcase customer value, and drive engagement—all in just a few clicks.

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What Are Smart Slides for Customer Success?

Built to Automate, Personalize, and Drive Customer Success

AppEQ.ai’s Smart Slides are designed to automate customer success reporting and provide real-time insights without the manual effort. Whether you need to prepare Quarterly Business Reviews (QBRs), executive reports, or renewal presentations, Smart Slides ensure your team delivers accurate, compelling, and data-backed updates to customers. Seamlessly integrating with your CRM, product analytics, and customer success tools, Smart Slides pull in live data to create presentations that evolve with your accounts.

Automated QBRs & Customer Reports

Create on-demand, auto-generated QBR decks with live account data. No more manual slide building.

Live Data Sync & Customization

Sync real-time customer usage, NPS scores, renewal insights, and health scores into fully customizable slides.

AI-Generated Insights

Let AI identify trends, risks, and upsell opportunities—making your reports smarter and more impactful.

Seamless Integrations

Easily connect with Salesforce, HubSpot, Gainsight, Totango, Google Slides, and PowerPoint for an effortless workflow.

How Does Smart Slides Work?

01 Connect Your Data Sources

Sync your CRM, product usage data, spreadsheets, and customer feedback platforms.

02 Customize Your Templates

Upload branded slides or use our built-in, best-practice templates for QBRs and reports.

03 Generate and Share Reports

Let AI pull in insights and generate customer-ready presentations that drive action.

Smart Slides for Customer Success

How Teams Are Using Smart Slides

Streamline Reporting, QBRs, and Insights with Smart Slides

Customer Success teams use Smart Slides to automate QBRs, track renewal readiness, showcase customer adoption, and deliver data-driven reports—saving time while improving retention and engagement.

Automated QBRs

No more slide building—generate data-backed QBR decks in minutes.

Renewal Readiness Reports

Monitor renewal trends, usage drops, and engagement signals in real time.

Customer Adoption Reports

Showcase feature adoption, product usage, and customer health scores with live data.

Proactive Customer Engagement

Trigger insights-based customer outreach and action plans with AI-driven recommendations.

Our Client's Testimonials

Keyur Dave

Renewal and Retention Manager, Petpooja

── "AppEQ.ai has been a game-changer for our Renewal, Retention, and Marketplace teams. The platform's flexibility meets our specific needs, and the in-app workspace makes it easy to focus on key accounts daily. The Account Pulse widget provides clear historical insights, driving more effective engagement. Exceptional support from the AppEQ team makes them true partners, delivering tailored solutions that elevate our work."

Sachin Aggarwal

Director, Global Services, AMS Inform

── "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."

Mohit Jain

Global Head, Consulting & Customer Success, Whatfix

── "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."

Atiqur Rahman

Founding Member, BusinessOnBot

── "AppEQ.ai has simplified Customer Success for our D2C customers. The in-app workspace and Mixpanel integration help us focus on key accounts and boost retention. With trigger-based tasks and the Account 360 widget, we engage customers at the right time. Their support truly stands out."