Inbox CRM for Customer Success & QBRs AppEQ
Extension Actions
Gmail CRM for Customer Success in Gmail. Track account health, auto-generate QBR decks, and view live metrics—all from your inbox.
Gmail-native CRM for Customer Success: track health, manage conversations, and auto-generate QBR decks—all without leaving your inbox.
Turn Gmail into your Customer Success cockpit with AppEQ Inbox CRM. Never lose context or miss a renewal—get real-time health scores, AI-powered decks, and seamless follow-ups right where you work.
Why You’ll Love AppEQ Inbox CRM
- Gmail-Native Workflow : Open any thread to see account health, last touchpoint, tasks, notes, and renewal dates—no extra tabs or logins.
- Real-Time Health Scoring : Automatic pulse scores from email cadence, calendar meetings, and product usage. Spot churn risks and upsell signals before they escalate.
- QBR & Deck Automation : Generate branded QBR, ROI, or onboarding decks in seconds with live charts via SmartSlides templates. Export to Google Slides or PDF.
- Unified Inbox Workspace : Accounts, contacts, tasks, notes, and key metrics live together in a single widget—perfect for CSMs, founders, and RevOps leaders.
- Instant Setup : Secure OAuth to Gmail & Calendar—no CSV imports, no manual mapping. Get up and running in under 30 seconds.
- Start Free : 1 user • 500 contacts • 30 accounts • Gmail + Calendar. Upgrade anytime for team-level features and integrations.
Key Features
- Account & Contact View : See account health, MRR/ARR, lifecycle stage, account owner, and next steps beside every email thread.
- Touchpoint Tracker : Auto-log emails and meetings; flag accounts that go “quiet.”
- Tasks & Notes : @mention teammates, attach Drive files, and set reminders—without leaving Gmail.
- SmartSlides Deck Generator : Auto-build QBR, renewal, or onboarding decks from live inbox data in seconds.
- MetricsHub : Surface DAU, feature adoption, and business KPIs inline.
- Robust Integrations : Integrate with your existing enterprise applications via secure OAuth.
- Lightweight Chrome Extension : Minimal overhead—only what you need, right inside Gmail.
Built For…
- Customer Success & Account Management teams that need renewal and expansion signals at their fingertips.
- Solo SaaS founders who run CS from Gmail and can’t justify heavyweight CRMs.
- RevOps leaders standardizing QBRs, MBRs, and onboarding decks across the org.
Security & Privacy
- OAuth 2.0 with least-privilege scopes.
- TLS 1.2+ encryption in transit; AES-256 at rest.
- SOC 2 Type II controls and GDPR compliance.
You own your data—revoke access anytime via Google Permissions.
Get Started
Click “Add to Chrome” to install. Once you authorize Gmail & Calendar access, AppEQ Inbox CRM will appear in your inbox sidebar, ready to track, engage, and automate your customer success workflows.