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Average Ratings 0 Ratings

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ease
features
design
support

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Write a Review

Description

Gentle Invoice serves as an AI-driven inbox assistant that enhances the management of invoices by effortlessly linking to your Gmail account. This tool automatically sorts incoming invoices, extracting essential details to ensure that no critical information goes unnoticed. With features such as real-time totals, sophisticated filters, and immediate insights, it significantly boosts the efficiency of accounting duties. Perfect for agencies, freelancers, startups, accountants, and bookkeepers, Gentle Invoice makes tracking, categorizing, and organizing invoices a smoother experience through its smart email integration. Users can connect multiple email accounts, allowing for automatic synchronization of invoices from Gmail, ensuring everything is neatly organized in one centralized location. The AI does more than just sort; it intelligently identifies and extracts invoices from emails, providing a hassle-free solution for financial management. This innovative approach not only saves time but also reduces the chances of errors in invoice processing.

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

Screenshots View All

Integrations

Gmail
Adobe Marketo Engage
Gainsight
Gong
Google Docs
Google Sheets
HubSpot CRM
HubSpot Customer Platform
Jira
Khoros
Klient
LeadSquared
Outreach
Planhat
Salesforce
Salesforce Marketing Cloud Account Engagement
Seismic
Totango
Zoho CRM
ZoomInfo

Integrations

Gmail
Adobe Marketo Engage
Gainsight
Gong
Google Docs
Google Sheets
HubSpot CRM
HubSpot Customer Platform
Jira
Khoros
Klient
LeadSquared
Outreach
Planhat
Salesforce
Salesforce Marketing Cloud Account Engagement
Seismic
Totango
Zoho CRM
ZoomInfo

Pricing Details

$29.90 per month
Free Trial
Free Version

Pricing Details

$15/user/month
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

Gentle Invoice

Website

gentleinvoice.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

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