Accounts: Your Complete Portfolio in Gmail
View every customer's health, tasks and engagement in one unified workspace—no context-switching required.
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The Cost of Disconnected Accounts
Scattered Views
Juggling multiple tabs to piece together a single account's story.
Manual Updates
Exporting spreadsheets for renewals, then re-importing updates.
Hidden Risks
At-risk accounts slip through cracks when data lives in silos.
Core Benefits Snapshot
Unified Dashboard
All your accounts' key metrics in one glance.
Risk & Renewal Alerts
Auto-notifications when a score dips or a renewal nears.
Sort & Filter
Quickly prioritize by health, MRR, stage or owner.
Live Sync
Data flows in real-time from CRM, calendar & usage.
How It Works
Get started in three simple steps
Connect Your Sources
Link Gmail, Calendar, CRM & Product analytics in minutes.
Customize Your View
Choose columns, group by segment, owner or region.
Act Instantly
Click any account row to email, task or generate a QBR deck.
Top Use Cases
Renewal Planning
Sort by next-renewal date and auto-assign reminders.
Expansion Scoping
Filter accounts by usage surge to spot upsell targets.
Health Monitoring
Set custom thresholds to trigger proactive outreach.
Executive Reporting
Export live account summaries for leadership in seconds.
Deep-Dive Features
Custom Columns & Views
Build multiple dashboards for CS, AM or Exec teams.
Bulk Actions
Update health scores, tags or owners across dozens of accounts at once.
Kanban & Table Toggle
Switch between list, card or Kanban board for visual planning.
In-Gmail Access
Your account workspace loads beside every email thread.
Works seamlessly with:
Gmail
Calendar
Salesforce
HubSpot
Zendesk
Mixpanel"InboxCRM Accounts gave us a 360° view—no more spreadsheet gymnastics. Our renewal forecast is now 100% accurate."
