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Description
Carly serves as an AI-powered executive assistant that seamlessly integrates with the tools businesses are already utilizing to streamline various tasks such as email management, scheduling, customer relationship management, sales, marketing, research, and repetitive workflows. This innovative assistant connects with over 200 applications, which include popular platforms like Gmail, Google Calendar, Outlook, Zoom, Salesforce, HubSpot, Zoho CRM, and Slack. Furthermore, Carly offers the ability to connect to other software through APIs, enabling teams to create tailored workflows that fit their existing technology ecosystems.
With Carly, users can easily set up AI agents that efficiently manage inboxes, compose email responses, arrange meetings, generate video links, update CRM records, enhance lead information, save attachments, compile reports, and conduct customer follow-ups. These AI agents are accessible via email and text, allowing teams to automate their work processes without the burden of mastering a complex new system.
Designed specifically for founders, executives, sales teams, recruiters, agencies, and small businesses, Carly empowers organizations to unify their applications and automate routine tasks, ultimately enhancing productivity and efficiency. By leveraging the capabilities of Carly, users can focus on more strategic initiatives while routine tasks are handled automatically.
Description
InboxCRM by AppEQ is an innovative Customer Success platform built natively into Gmail, designed to streamline CS workflows by eliminating the need to switch between multiple tools. Users can import accounts directly from their Gmail inbox and Calendar, while all email and meeting interactions are automatically logged to provide a comprehensive and unified view of customer health, usage metrics, and renewal risks. The platform’s real-time dashboards surface critical insights such as at-risk customers, engagement patterns, and potential upsell opportunities right within Gmail, reducing friction for teams. InboxCRM integrates effortlessly with major CRM systems including Salesforce, HubSpot, and Zoho, as well as with analytics, helpdesk, and collaboration platforms, ensuring seamless data flow. Role-based access and smart filtering help personalize the data view, allowing each team member to focus on what matters most. Features like automated alerts, customizable email templates, and one-click generation of QBR decks make customer success management more efficient and scalable. By centralizing customer success activities in Gmail, InboxCRM empowers teams to improve retention, identify growth opportunities, and enhance customer relationships. Overall, it offers a proactive, data-driven approach to managing customer success without disrupting existing workflows.
API Access
Has API
API Access
Has API
Screenshots View All
No images available
Integrations
Gmail
HubSpot CRM
Salesforce
Zoho CRM
ChurnZero
Demandbase
Google Docs
Google Sheets
Intercom
Khoros
Integrations
Gmail
HubSpot CRM
Salesforce
Zoho CRM
ChurnZero
Demandbase
Google Docs
Google Sheets
Intercom
Khoros
Pricing Details
$35/user/month
Free Trial
Free Version
Pricing Details
$15/user/month
Experience AppEQ
- Unlimited Team Members
- Limited Feature
- Unlimited Team Members
- Limited Feature
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Carly AI
Founded
2024
Website
www.usecarly.com
Vendor Details
Company Name
AppEQ.ai
Founded
2022
Country
India
Website
www.appeq.ai/
Product Features
Product Features
Customer Success
Account Alerts
Account Management
Communication Management
Customer Engagement
Customer Lifecycle Management
Health Score
Onboarding
Revenue Management
Usage Tracking / Analytics
Win / Loss Analysis
Revenue Management
Competitor Analysis
Dynamic Pricing
For Airlines
For Hospitality Industry
Forecasting
Inventory Control
Price Optimization
Recommendation Engine
Yield Management