Transform Your CRM into a Powerful Customer Success Platform

Streamline workflows, boost retention, and drive growth with AppEQ.ai.
Our in-app workspace is designed specifically for CSMs, Directors, and VPs, offering a seamless integration. Manage onboarding, renewals, adoption, and business reviews effortlessly, all while leveraging your favorite tools

Why AppEQ.AI Workbench

Elevate your CRM experience by integrating it with AppEQ, transforming it into a comprehensive Customer Success platform. AppEQ enhances CRM functionalities with advanced features like real-time customer insights, proactive account management, automated post sales playbooks like onboarding, monthly check-ins, Business reviews etc and seamless cross-functional collaboration. No more relying solely on sales data but also other data like product usage, support, surveys and more —AppEQ empowers your team to drive customer satisfaction, retention, and growth with the power of data-driven decision-making, task automation, and personalized customer engagement.

Unlock the full potential of CRM by making it the central hub for not just managing leads & opportunities but nurturing long-term customer success!

Familiar

Build on top of your existing CRM as a single source of truth without the need to learn a new tool. Keep your workflow seamless and familiar.

Customizable

Easily set up workflows, alerts, and dashboards that fit your team's needs. Tailor every element to suit your unique processes.

Integrated

Access all your data and workflows directly through our Chrome Extension. Overlay AppEQ on tools like Gmail, Helpdesk, and more—no need to switch between applications.

Key Features

Customizable WorkSPACE

Experience a customizable in-app workbench tailored to your team's specific needs, seamlessly integrating data from multiple sources. Boost efficiency by streamlining workflows and reducing manual tasks, while leveraging insights to make data-driven decisions that drive revenue growth.

Seamless Integration

Experience one-click integration for effortless data ingestion into the AppEQ platform, along with bi-directional syncing of key account fields with your CRM. Benefit from out-of-the-box integrations with over 100 systems, or easily import ad hoc data from spreadsheets and API-based connections.

Adaptable Widgets

Select the widgets your team needs and customize them to meet your specific requirements. Choose from purpose-built options like Account 360, Account Pulse, Comments, and Email Assist.

PROACTIVE PLAYBOOKS AND WORKFLOWS

Effortlessly create tasks for your team based on data triggers for onboarding, early warning handling, or new opportunities. Automate allocations to ensure your team stays on top of accounts and never misses important customer signals.

Dashboard Visualization

Collaborate with our team to create a custom dashboard that showcases impactful business metrics and KPIs designed to drive retention and growth. Leverage interactive drill-down and interlinking features to maximize revenue potential.

How It Works

01 Integrate

Integration @ Data and UI Layer. Choose from 100s Out of box integrations or request custom integrations

02 Customize

Experience a fully customizable in-app workspace tailored to your team’s specific needs, seamlessly integrating data from multiple sources to streamline workflows and boost efficiency.

03 Insights

Deploy widgets like Account 360, Smart Dashboards, and Smart Popups within your existing applications, triggered by specific data or time-based actions.

04 Proactive Action

Scale your efforts with defined playbooks that drive proactive account management and auto-heal tasks.

Supercharge Fast-Paced Teams with Seamless Workflows

No Switching Between Tools

AppEQ overlays on top of Gmail, Slack, or any tool you already use.

Save Time and Effort

Automate repetitive tasks and gain visibility into key metrics—without leaving your spreadsheet.

Complete Control

Build custom workflows and dashboards to suit your exact business needs.

Perfect for Fast-Paced Teams

Scale Your Customer Success Efforts Effortlessly—No Complex Software Needed

CRM INTEGRATIONS

Product Analytics

Easily integrate data from product analytics tools like Mixpanel, Amplitude, Heap , Gainsight PX and Pendo to gain real-time insights into account health. Design custom dashboards, playbooks, and alerts to stay proactive and make data-driven decisions—all with seamless out-of-the-box integrations. Read More

Support Helpdesk

Get instant visibility into customer support status at your fingertips. Collaborate seamlessly with internal teams to prioritize account issues. Customize playbooks and alerts based on account segments for targeted action. Integrate effortlessly with popular support tools like Zendesk, Freshdesk, Zoho Desk, Intercom, and more—all with one-click setup.

Customer Surveys

Stay in tune with your customers by easily accessing survey responses for each account. Take immediate action with timely follow-ups and responses. Customize your playbooks, alerts, and dashboards to monitor engagement. Effortlessly integrate with tools like SurveyMonkey, Google Forms, Qualtrics, Medallia and Typeform—all with one-click setup.

API& Custom Integration

Easily integrate with in-house applications and external systems using AppEQ’s secure API, file upload, and sync capabilities.

Ready to turn your CRM into a powerful Customer Success Platform?