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Gmail-native CRM: Customer success, account health, and engagement insights—all inside your inbox.

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InboxCRM Overview

InboxCRM transforms your inbox into a powerful Customer Success workbench that saves time and drives retention. Built directly into Gmail, it auto-imports accounts from your email and calendar, auto-logs every meeting and message, and aggregates usage signals from connected tools like Salesforce, HubSpot, and product analytics. In one unified sidebar, you can view account health scores, upcoming renewal dates, engagement trends, and personalized to-do lists—eliminating the need for spreadsheets or separate dashboards. With proactive nudges for at-risk customers, inline email templates for rapid follow-ups, and one-click QBR (“Quarterly Business Review”) deck generation, InboxCRM empowers CS teams to move from data to action in seconds. Best of all, the AppEQ team works closely with your organization to tailor workflows and ensure a seamless rollout.

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InboxCRM Screenshot & Video

Contact Details

  • Vendor Name AppEQ Inc
  • Founded 2023
  • Location United States
  • Employees 11-50

Support

  • Email Email
  • Chat Chat
  • Knowledge Base Knowledge Base
  • FAQs/Forum FAQs/Forum

Training

  • Live Online Live Online
  • Documentation Documentation
  • Videos Videos

Licensing & Deployment

  • Proprietary Proprietary
  • Cloud Hosted Cloud Hosted
  • Web-Based Web-Based
  • Windows Windows
  • Mac Mac

Typical Customers

  • Small-Business Small-Business
  • Midsize-Business Midsize-Business
  • Large-Enterprise-Business Large-Enterprise-Business

Languages Supported

English

Industries

Architecture & Planning, Information Technology & Services, Logistics & Supply Chain

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InboxCRM Features

  • Arrow Icon Customer Communication
  • Arrow Icon Engagement Tracking
  • Arrow Icon Customer Journey Mapping
  • Arrow Icon Churn Management
  • Arrow Icon Retention Tracking
  • Arrow Icon Customer Segmentation
  • Arrow Icon Customer Data Management
  • Arrow Icon Health Score
  • Arrow Icon Customer Engagement
  • Arrow Icon Artificial Intelligence
  • Arrow Icon Health Score
  • Arrow Icon Account Management
  • Arrow Icon Reporting/Analytics
  • Arrow Icon Activity Dashboard
  • Arrow Icon Usage Tracking/Analytics
  • Arrow Icon Customer Engagement
  • Arrow Icon Activity Tracking
  • Arrow Icon Task Management
  • Arrow Icon Artificial Intelligence
  • Arrow Icon Contact Database
  • Arrow Icon Territory Management
  • Arrow Icon Customizable Fields
  • Arrow Icon Calendar/Reminder System
  • Arrow Icon Task Management
  • Arrow Icon Interaction Tracking
  • Arrow Icon Contact Management
  • Arrow Icon Email Management
  • Arrow Icon Activity Dashboard
  • Arrow Icon Segmentation
  • Arrow Icon Alerts/Notifications
  • Arrow Icon Reporting/Analytics
  • Arrow Icon Artificial Intelligence

InboxCRM Pricing

Pricing Type

  • Pricing Type Per User

Preferred Currency

  • USD ($) USD ($)

Free Trial

  • Free Trial 7 Days

Free Version

  • NA

Payment Frequency

  • Annual Subscription Annual Subscription
  • Monthly Subscription Monthly Subscription
Pricing Page   Trial Page  

InboxCRM FAQs

InboxCRM transforms your inbox into a powerful Customer Success workbench that saves time and drives retention. Built directly into Gmail, it auto-imports accounts from your email and calendar, auto-logs every meeting and message, and aggregates usage signals from connected tools like Salesforce, HubSpot, and product analytics. In one unified sidebar, you can view account health scores, upcoming renewal dates, engagement trends, and personalized to-do lists—eliminating the need for spreadsheets or separate dashboards. With proactive nudges for at-risk customers, inline email templates for rapid follow-ups, and one-click QBR (“Quarterly Business Review”) deck generation, InboxCRM empowers CS teams to move from data to action in seconds. Best of all, the AppEQ team works closely with your organization to tailor workflows and ensure a seamless rollout.

  • No, InboxCRM does not offer a free version.

  • Yes, InboxCRM offers a free trial.

  • No, Credit Card details are not required for the InboxCRM trial.

  • InboxCRM supports the following payment frequencies:

    • Annual Subscription , Monthly Subscription

  • No, InboxCRM does not offer an API.

  • InboxCRM can be integrated with the following applications:

    • Salesforce Sales Cloud , Chargebee Receivables , Google Workspace , HubSpot CRM , Gmail , Zendesk Suite , Mixpanel

  • InboxCRM offers support with the following options:
    • Email , Chat , Knowledge Base , FAQs/Forum

  • InboxCRM offers training with the following options:
    • Live Online , Documentation , Videos

  • InboxCRM supports the following languages:
    • English

  • Following are the typical users of the InboxCRM:
    • Small-Business , Midsize-Business , Large-Enterprise-Business

  • InboxCRM supports the following deployment:
    • Cloud Hosted

  • InboxCRM supports the following devices and operating systems:
    • Web-Based , Windows , Mac