The AI CRM Built to Scale Your Post-Sales Growth.
Boost productivity, reduce manual work — with your AI Assistants — drive retention, expansion, and advocacy.
- Scale to 2.5x more accounts without burnout
- Stay ahead with a 360° view of customer health
- Generate QBRs, renewal forecasts, and action plans—automatically
Seamlessly integrates with your existing workflow
👋 Hi, I'm Sarah – Your 24/7 AI Customer Success Assistant
I keep a constant eye on all your accounts—so you can stop firefighting and start building lasting relationships. While you focus on strategy, I make sure no customer signal or opportunity slips past us.
I help you prevent churn before it starts
I watch for shifts in sentiment, engagement drops, or delayed responses. If I spot risk, I'll not only let you know—I'll also help you send the right message or re-engagement sequence immediately.
I surface expansion opportunities you might miss
When I notice product usage spikes, new feature adoption, or positive feedback, I'll draft proposals, set up follow-ups, and hand you the perfect talking points to grow the account.
I prep you for every conversation
From QBR decks to call follow-ups, I'll pull insights from transcripts, extract goals and requirements, create MOMs, and schedule next steps—so you're always prepared and never scrambling.
I turn account data into loyalty and advocacy
By combining health scores, usage patterns, and engagement data, I'll guide you in activating more users, nurturing champions, and moving them up the advocacy ladder.
Meet Your AI Customer Success Team
Each AI Assistant specializes in different aspects of customer success, from lead generation to enterprise account management. Start with one and scale your team as you grow.
2.5x More Productive
AI handles routine tasks so your team can focus on strategic relationship building and revenue growth.
Predictive Intelligence
Early warning systems for churn risk and automated identification of expansion opportunities.
Zero Learning Curve
Works within Gmail and your existing tools. No new software to learn or data to migrate.
Sarah Chen
Junior CS AI Assistant
Handles routine customer success tasks, monitors account health, and provides proactive recommendations for up to 50 accounts.
Sneha Sharma
Senior CS AI Assistant
Advanced AI for enterprise customer success with strategic insights, complex query handling, and automated QBR generation.
Handles 20+ daily enterprise-level queries
Strategic portfolio recommendations
Auto-generated QBR presentations
Advanced churn prediction & expansion identification
Ellis Monroe
Website AI Assistant
Proactively engages website visitors with personalized conversations, qualifying leads and booking demos automatically.
24/7 visitor engagement & qualification
Personalized conversations based on visitor behavior
Direct CRM integration for seamless lead handoff
Real-time Slack notifications for hot prospects
What Our Customers Say
“AppEQ.ai has been a game-changer for our Renewal, Retention, and Marketplace teams. The platform's flexibility meets our specific needs, and the in-app workspace makes it easy to focus on key accounts daily. The Account Pulse widget provides clear historical insights, driving more effective engagement. Exceptional support from the AppEQ team makes them true partners, delivering tailored solutions that elevate our work.”
Keyur Dave
Renewal and Retention Manager, Petpooja
“I’ve never seen our team move from data to action so quickly. InboxCRM’s Gmail-native workbench brings account health, renewal risks, and engagement insights directly into our inbox—saving us hours of manual reporting every week. Before AppEQ, we were juggling Salesforce, spreadsheets, Gmail, and Gong just to get a full view of our accounts. Now everything we need—real-time dashboards, automatic renewal alerts, and proactive nudges—is right inside Gmail.”
Harsh Sanklecha
AVP - Global Customer Success, DemandFarm
“Chasing unpaid invoices had been a tedious process for AMS Inform. Collections which require help of our account managers have been very manual and often missed out as they have many other activities. With AppEQ, we have been able to bring out those outstanding invoices during the day-to-day operations on top of our CRM for the account managers and boosted our on-time collections by more than 26% since the last quarter.”
Sachin Aggarwal
Director, Global Services, AMS Inform
Start Small. Scale Confidently.
Built for modern Customer Success teams scaling accounts, health tracking, and engagement—right from Gmail.
Scale
- Access-Controlled Workspace
- Account 360 – Engagement + Usage + Support data in one unified workspace
- Advanced integrations, up to 5 data sources (BI tools, support systems)
- Engagement Tracker – See all emails, meetings & notes per account
- Renewals, Cross-sell & Upsell CSQLs Tracking
- Account Plans & Task Tracking
- Advanced reporting and analytics dashboards
- AI Assistant with 10 AI Credits daily
- Dedicated success manager
Need more control or integrations?
AppEQ Workbench gives scaling CS ops teams advanced access, CRM & BI integrations, and fully customized dashboards.
- Role-based access
- CRM, BI & Multiple data integrations
- Custom dashboards
See AppEQ in Action
A quick tour of the key features and benefits.
InboxCRM - Manage Everything from Gmail
Access all your customer data, notes, and tasks directly within your Gmail inbox. No more switching between multiple tabs and applications.
- View customer health scores
- Access recent communications
- Update notes and tasks
Smartslides - Generate Data-Driven QBRs, Docs & Summaries
Create professional, data-driven QBRs with just a few clicks. Automatically pull in key metrics and insights on your existing platforms like inbox, crm, google slide, docs and calendar.
Learn more about Smartslides →
- Save hours on report preparation
- Present clear, actionable insights
- Impress your clients with professional reports
Seamless Integration
Connect your Gmail account in seconds and start managing your customer relationships right away. InboxCRM integrates seamlessly with your existing workflow and applications.
Learn more about integrations →
- Secure OAuth connection
- Automatic contact syncing
- Real-time updates
Got Questions? We've Got You.
Answers to help you get started fast—and get the most out of AppEQ.
AppEQ is a comprehensive Customer Success platform that integrates directly with Gmail to provide real-time customer insights, health tracking, and automated workflows. It helps CS teams manage accounts more effectively by surfacing critical information right in their inbox.