What is InboxCRM? InboxCRM by AppEQ is a Gmail-native customer success platform that brings powerful account and engagement insights directly into your inbox. Rather than asking CSMs to switch between multiple tools—CRM, spreadsheets, analytics dashboards, and email—InboxCRM consolidates everything into a single, contextual workbench that lives alongside your Gmail and Google Calendar. Instant Account Context without Leaving Gmail As soon as you open an email thread, InboxCRM surfaces key account health metrics (health score, renewal date, ARR, usage trends) and engagement signals (recency of last meeting, email volume, pulse at a glance). You no longer have to hunt for data in Salesforce, your product analytics tool, or a separate CS dashboard—everything you need is right there next to each message. Automatic Touchpoint Logging & Activity Tracking Every time you send or receive an email, schedule a meeting, or log a note in Gmail, InboxCRM auto-logs those touchpoints against the corresponding account record. That means no more manual data entry in a disconnected CRM. Historical engagement timelines and recent events are available to all CSMs on the team, so anyone picking up a conversation instantly understands the relationship history. Seamless Integrations, Maximum Visibility InboxCRM integrates bidirectionally with your existing tech stack—pulling customer records from Salesforce, HubSpot, or Zoho and writing engagement data back in real time. It also connects to product analytics (ProductPulse, Mixpanel, Amplitude,) to surface usage trends, feature adoption, and dormancy warnings. All signals flow into one unified account view: renewal risk, health, seat usage, open support tickets, and more. Proactive Alerts & At-Risk Account Identification Sophisticated health-scoring logic continuously monitors customer activity (logins, feature usage, email/meeting cadence) and surfaces at-risk accounts before they slip through the cracks. In-inbox visual cues—color-coded health dots, “Churn Likely” alerts, and “Needs Attention” flags—help CSMs prioritize proactive outreach so renewal conversations happen on time. One-Click Action & Custom Workflow Automation From within any Gmail thread or the unified workbench, you can instantly: - Create action items (tasks, support tickets, or custom playbooks) linked to an account. - Trigger automated emails or personalized templates (e.g., renewal reminders, onboarding check-ins). - Spin up QBR decks with one click using real-time data—no more hours spent in PowerPoint. - Add new accounts or contacts on the fly without context switching. Enterprise-Ready Security & Access Control InboxCRM supports role-based access, so you can restrict visibility into account data, renewal forecasts, and sensitive notes based on user profile. All data is encrypted in transit and at rest, with SOC 2 Type II compliance and ISO 27001 certification. Your IT team can rest easy knowing that the entire solution lives within Google’s secure ecosystem. In short, InboxCRM is designed to make Customer Success teams dramatically more efficient and proactive by eliminating tool hoppers, reducing manual data entry, and delivering real‐time signals exactly where your CSMs spend the majority of their day—inside Gmail. With inbox-native workflows, automatic logging, and seamless integrations, you’ll spend less time gathering data and more time driving renewals, uncovering upsell opportunities, and building stronger customer relationships.