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AppEQ brings customer data from Salesforce, Gmail, Mixpanel & more into one in-app workspace for CS & AM teams
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Description from store
AppEQ is a unified, in-app workspace for Customer Success and Revenue teams—designed to centralize insights, automate reporting, and drive proactive data driven engagement directly from your inbox, CRM, and analytics stack.
Built for CSMs, Account Managers, CS Ops, and GTM leaders, AppEQ helps post-sales teams deliver retention and expansion—without switching tabs or juggling dashboards.
AppEQ is a unified, in-app workspace for Customer Success and Revenue teams—designed to centralize insights, automate reporting, and drive engagement directly from your inbox, CRM, and analytics stack.
Built for CSMs, Account Managers, CS Ops, and GTM leaders, AppEQ helps post-sales teams deliver retention and expansion—without switching tabs or juggling dashboards.
🔹 Why Teams Choose AppEQ
🔗 Works Seamlessly With Your Stack
AppEQ integrates natively with:
→ CRM: Salesforce, HubSpot, Zoho
→ Analytics: Mixpanel, GA4, Amplitude
→ Communication: Gmail, Outlook, Google Calendar
→ Billing: Stripe, Chargebee
→ Spreadsheets: Google Sheets, CSV
→ Support: Zendesk, Intercom
…and more.
Get contextual insights wherever you work—with zero disruption to your tools.
🧠 In-the-Moment Customer Intelligence
View health scores, product usage, renewal status, and risk indicators while you're working in Gmail, your CRM, or calendar.
📊 SmartSlides for QBRs, ROI Decks & Emails
Generate personalized, data-driven presentations and summaries from live CRM + usage data—no copy-pasting or reformatting.
📋 Account Portfolio & 360 View
Track risks, tasks, renewals, and opportunities across your accounts in one intelligent view—customized to your role.
✅ Proactive Nudges & Automation
Get reminded to follow up, log notes, or send value-rich emails—with templates powered by real-time data and insights.
🔐 Enterprise-Grade Security
SOC 2 Type II | GDPR | ISO 27001 Compliant
Your inbox, calendar, and CRM data stay secure—no data stored without your consent.
🚀 Who It’s Built For
- Customer Success Managers (CSMs)
- Account Managers (AMs)
- Revenue, CS & Lifecycle Ops
- CS Leaders & Executives
- SaaS Founders and Post-Sales Teams
🧩 Key Use Cases
- QBR/EBR automation with SmartSlides
- Renewal + upsell workflows
- Task tracking and playbooks inside Gmail/CRM
- CS productivity + portfolio visibility
✅ One-click install
💡 Live inside your existing tools
📈 Built for CS, AM, and RevOps teams who want to move faster with more precision
👉 Add AppEQ to Chrome and unlock your unified, data-driven customer engagement workspace.
https://appeq.ai/request-demo-form/
Latest reviews
- (2023-08-03) Anubhav Ladha: As the head of the Support team at a B2C Software company, I am thrilled to share how AppEQ has completely transformed our team's collaboration dynamics. Gone are the days of struggling with multiple apps – AppEQ has ushered in a new era of streamlined support operations. Switching between tabs and data blunders has been eliminated which has genuinely revolutionised our results in a positive manner. Since adopting AppEQ, our productivity levels have soared to new heights. The app allows us to focus solely on providing exceptional support to our users without being bogged down by distractions.
- (2023-08-03) Anubhav Ladha: As the head of the Support team at a B2C Software company, I am thrilled to share how AppEQ has completely transformed our team's collaboration dynamics. Gone are the days of struggling with multiple apps – AppEQ has ushered in a new era of streamlined support operations. Switching between tabs and data blunders has been eliminated which has genuinely revolutionised our results in a positive manner. Since adopting AppEQ, our productivity levels have soared to new heights. The app allows us to focus solely on providing exceptional support to our users without being bogged down by distractions.
- (2023-08-02) laishram fisher: In today's world of multiple enterprise apps, it can get overwhelming and messy real quick for Customer Success and Accounts to switch between multiple apps and gain actionable customer insights. With AppEQ, you can say goodbye to all that chaos, icustomer nsights are available at just one click on your existing applications.
- (2023-08-02) laishram fisher: In today's world of multiple enterprise apps, it can get overwhelming and messy real quick for Customer Success and Accounts to switch between multiple apps and gain actionable customer insights. With AppEQ, you can say goodbye to all that chaos, icustomer nsights are available at just one click on your existing applications.
- (2023-08-02) Gaurav Saraf: As a Customer Success Manager, AppEQ has been an absolute game-changer for our team! Juggling multiple apps for collaboration used to be frustrating, but AppEQ changed everything for the better. AppEQ's user-friendly interface made adoption a breeze for our team. No steep learning curve or hours of training needed; it seamlessly fit right into our workflow. The time and energy saved is incredible, the results speak for themself.
- (2023-08-02) Gaurav Saraf: As a Customer Success Manager, AppEQ has been an absolute game-changer for our team! Juggling multiple apps for collaboration used to be frustrating, but AppEQ changed everything for the better. AppEQ's user-friendly interface made adoption a breeze for our team. No steep learning curve or hours of training needed; it seamlessly fit right into our workflow. The time and energy saved is incredible, the results speak for themself.
- (2023-08-02) Aniket Kumar Singh: Leading a SaaS sales team can sometimes be daunting and AppEQ has made all my life less stressful for sure ! The frustration of toggling between various apps for collaboration is now a thing of the past and clutter has been eliminated for the most part With AppEQ, we have all inter and intra-team communication on key accounts in one platform, saving us valuable time. No more switching between apps or losing important messages in different channels. AppEQ's streamlined collaboration process has been a game-changer. The time and energy saved are simply phenomenal. We now have a clear space to discuss account details, share files, and manage tasks more efficiently. Personally, I've seen a significant improvement in my productivity as the head of the sales team. AppEQ allows me to focus on strengthening client relationships and addressing their needs without any distractions from app-switching.
- (2023-08-02) Manoranjan Ingudam: We built AppEQ to help Account Managers and Customer Success Managers in B2B organisations in understanding Customer Accounts easily to help drive revenue retention and growth. We use it internally too. It has been a game-changer for my team in our daily operations. With a centralized space for account details and task management, we can now focus on building strong client relationships and addressing their needs without distractions. We use it to understand accounts from our own internal data as well as third party data like Crunchbase, ChatGPT etc .. The in-app approach is truly revolutionary, seamlessly integrating within our existing applications like Gmail Inbox, Salesforce CRM, HubSpot Marketing, and Calendar. Now, understanding my portfolio account status is just a fingertip away.
- (2023-08-02) Manoranjan Ingudam: We built AppEQ to help Account Managers and Customer Success Managers in B2B organisations in understanding Customer Accounts easily to help drive revenue retention and growth. We use it internally too. It has been a game-changer for my team in our daily operations. With a centralized space for account details and task management, we can now focus on building strong client relationships and addressing their needs without distractions. We use it to understand accounts from our own internal data as well as third party data like Crunchbase, ChatGPT etc .. The in-app approach is truly revolutionary, seamlessly integrating within our existing applications like Gmail Inbox, Salesforce CRM, HubSpot Marketing, and Calendar. Now, understanding my portfolio account status is just a fingertip away.
- (2023-08-02) Archana Prajapati: Real-time saver. I don't have to juggle among my tools to look into my customers data and saves me a lot of time to first address and prioritize the customers which has red health, all thanks to the nudges!! Must try !!
- (2023-08-02) Rishi Sagar: AppEQ has been a total game-changer for our team! As someone who's part of a customer-facing team, I know how frustrating it can be to toggle between different apps for collaboration. But with AppEQ, everything changed for the better. Having all inter and intra team communication on key accounts in one platform is a lifesaver. No more switching between apps, no more lost messages or updates buried in different channels. AppEQ streamlines our collaboration process. The time and energy saved are incredible. Instead of feeling scattered, we now have a clear space to discuss account details, share files, and manage tasks efficiently. Personally, my productivity has significantly improved. With AppEQ, I can focus on building client relationships and addressing their needs, without app-switching distractions. The app's user-friendly interface made adoption a breeze for our team. No steep learning curve or hours of training. AppEQ just fit right into our workflow. Additionally, the support from the AppEQ team has been outstanding. They genuinely care about helping us succeed and actively work on improving the app based on our feedback. In conclusion, AppEQ revolutionized how we collaborate. It's a time and energy-saving blessing for any customer-facing team. Give AppEQ a try and take your collaboration to the next level!
- (2023-08-02) Rishi Sagar: AppEQ has been a total game-changer for our team! As someone who's part of a customer-facing team, I know how frustrating it can be to toggle between different apps for collaboration. But with AppEQ, everything changed for the better. Having all inter and intra team communication on key accounts in one platform is a lifesaver. No more switching between apps, no more lost messages or updates buried in different channels. AppEQ streamlines our collaboration process. The time and energy saved are incredible. Instead of feeling scattered, we now have a clear space to discuss account details, share files, and manage tasks efficiently. Personally, my productivity has significantly improved. With AppEQ, I can focus on building client relationships and addressing their needs, without app-switching distractions. The app's user-friendly interface made adoption a breeze for our team. No steep learning curve or hours of training. AppEQ just fit right into our workflow. Additionally, the support from the AppEQ team has been outstanding. They genuinely care about helping us succeed and actively work on improving the app based on our feedback. In conclusion, AppEQ revolutionized how we collaborate. It's a time and energy-saving blessing for any customer-facing team. Give AppEQ a try and take your collaboration to the next level!
- (2022-08-11) Vachas Krishnan: Go-to app for customer facing teams who doesn't want to waste time & energy toggling between multiple apps to collaborate with their inter and intra teams on your key Accounts.
- (2022-08-11) Vachas Krishnan: Go-to app for customer facing teams who doesn't want to waste time & energy toggling between multiple apps to collaborate with their inter and intra teams on your key Accounts.