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Average Ratings 0 Ratings

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ease
features
design
support

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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.

Description

Key Account Management and Advisory Platform that supports both the customer and IT provider. vCIOToolbox assists MSP's to identify technology gaps and meet the requirements of small and large businesses. This will allow you to stay ahead of cyber threats, bad actors, and cyber threats. MSP's, MSSP's, and other service providers can use our consistent, repeatable, and easy process to ensure that their customers have the right technology and that it is aligned with their business goals. Cybersecurity is complex and new threats are constantly emerging. While tools can provide protection, that is only one part of the story. Customers need a Cybersecurity Sherpa. With our GRC tools MSPs and MSSPs can conduct assessments or launch a Compliance as a Service Program to help mitigate risk. This will increase revenue for the provider. You can monitor the satisfaction and performance of your services with those who matter.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Chargebee
ChurnZero
ConnectWise PSA
Demandbase
Freshdesk
Gmail
Google Docs
HubSpot CRM
Khoros
Klient
LeadSquared
Marketo
Network Glue
Pipedrive
Salesforce
Salesforce Marketing Cloud Account Engagement
Totango
Zendesk
Zoho CRM
ZoomInfo

Integrations

Chargebee
ChurnZero
ConnectWise PSA
Demandbase
Freshdesk
Gmail
Google Docs
HubSpot CRM
Khoros
Klient
LeadSquared
Marketo
Network Glue
Pipedrive
Salesforce
Salesforce Marketing Cloud Account Engagement
Totango
Zendesk
Zoho CRM
ZoomInfo

Pricing Details

$15/user/month
Free Trial
Free Version

Pricing Details

$129 per 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

AppEQ.ai

Founded

2022

Country

India

Website

www.appeq.ai/

Vendor Details

Company Name

vCIOToolbox

Founded

2018

Country

United States

Website

vciotoolbox.com

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

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

IT Service

Contract Management
IT Asset Management
Incident Management
Knowledge Management
Release Management
Self Service Portal
Service Catalog
Service Reporting
Ticket Management

Alternatives

Alternatives

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