InboxCRM by AppEQ embeds customer success into Gmail, eliminating tool switching. It automatically imports account and contact data from email and calendar to provide real‐time health scores, engagement metrics, renewal risks, and usage insights—without leaving your inbox. Key Features: Auto‐Logging Touchpoints: Emails and calendar events are captured and logged against accounts—no manual entry. Health & Engagement Dashboards: At‐a‐glance visuals show which customers are healthy, need outreach, or offer expansion potential. Seamless Integrations: Connects natively with Salesforce, HubSpot, Zoho, analytics, and helpdesk tools for a unified view of renewals, upsells, and risks. Automated Alerts & Tasks: Proactively notifies you of dipping health scores, silent stakeholders, or upcoming renewals, and lets you create prioritized tasks with one click. Role‐Based Security: Granular permissions ensure each team member sees only relevant data, while maintaining enterprise‐grade protection of customer information.
