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Average Ratings 0 Ratings

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ease
features
design
support

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Description

Workorb AI represents the next evolution for customer-facing teams by automating intricate and repetitive tasks, leading to significantly enhanced results in sales, upselling, and service. By integrating both internal and external dialogues, we are able to clarify complex B2B customer relationships that span multiple years and involve various stakeholders, leveraging an innovative category of LLMs known as Graph Large Language Models. This technology not only streamlines processes but also fosters stronger connections between teams and clients.

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

Chargebee
ClientSuccess
Demandbase
Freshdesk
Gainsight
Gmail
Google Docs
Google Sheets
HubSpot CRM
Intercom
Jira
Khoros
Klient
LeadSquared
Looker
Outreach
Planhat
Productboard
Salesforce Marketing Cloud Account Engagement
Totango

Integrations

Chargebee
ClientSuccess
Demandbase
Freshdesk
Gainsight
Gmail
Google Docs
Google Sheets
HubSpot CRM
Intercom
Jira
Khoros
Klient
LeadSquared
Looker
Outreach
Planhat
Productboard
Salesforce Marketing Cloud Account Engagement
Totango

Pricing Details

No price information available.
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

Workorb AI

Founded

2022

Country

Canada

Website

workorb.ai

Vendor Details

Company Name

AppEQ.ai

Founded

2022

Country

India

Website

www.appeq.ai/

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

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

Alternatives

Alternatives

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