Boost Customer Retention with Data-Driven Insights and Proactive Actions

Account 360 – Early Warning – Playbooks – Dashboards Leverage actionable insights to anticipate customer needs, reduce churn, and enhance loyalty—ensuring your customers stay longer and grow with you

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Activate Early Warning Signals In Your Enterprise Applications

Many out of the box integrations — Supports most of the enterprise applications out-of-box

IMPROVE PRODUCTIVITY

Maximize Efficiency with Practical Solutions on AppEQ

AppEQ boasts flexible features for integrating your business operations. Seamlessly manage customers, sales, analytics, and more — streamlining your processes while unlocking greater success. Read more on Integration

DATA INTEGRATIONS

Product Analytics

Easily integrate data from product analytics tools like Mixpanel, Amplitude, Heap , Gainsight PX and Pendo to gain real-time insights into account health. Design custom dashboards, playbooks, and alerts to stay proactive and make data-driven decisions—all with seamless out-of-the-box integrations. Read More

Support Helpdesk

Get instant visibility into customer support status at your fingertips. Collaborate seamlessly with internal teams to prioritize account issues. Customize playbooks and alerts based on account segments for targeted action. Integrate effortlessly with popular support tools like Zendesk, Freshdesk, Zoho Desk, Intercom, and more—all with one-click setup.

Customer Surveys

Stay in tune with your customers by easily accessing survey responses for each account. Take immediate action with timely follow-ups and responses. Customize your playbooks, alerts, and dashboards to monitor engagement. Effortlessly integrate with tools like SurveyMonkey, Google Forms, Qualtrics, Medallia and Typeform—all with one-click setup.

API& Custom Integration

Easily integrate with in-house applications and external systems using AppEQ’s secure API, file upload, and sync capabilities.

Flexible & Powerful for driving customer retention

Key Features

AppEQ Happy Team

Customizable WorkSPACE

Experience a customizable in-app workbench tailored to your team’s specific needs, seamlessly integrating data from multiple sources. Boost efficiency by streamlining workflows and reducing manual tasks, while leveraging insights to make data-driven decisions that drive revenue growth.

Seamless Integration

Experience one-click integration for effortless data ingestion into the AppEQ platform, along with bi-directional syncing of key account fields with your CRM.
Benefit from out-of-the-box integrations with over 100 systems, or easily import ad hoc data from spreadsheets and API-based connections.

Adaptable Widgets

Select the widgets your team needs and customize them to meet your specific requirements.
Choose from purpose-built options like Account 360, Account Pulse, Comments, and Email Assist.

PROACTIVE PLAYBOOKS AND WORKFLOWS

Effortlessly create tasks for your team based on data triggers for onboarding, early warning handling, or new opportunities.
Automate allocations to ensure your team stays on top of accounts and never misses important customer signals.

Dashboard Visualization

Collaborate with our team to create a custom dashboard that showcases impactful business metrics and KPIs designed to drive retention and growth. Leverage interactive drill-down and interlinking features to maximize revenue potential.

Discover How Your Users Engage with Your Product and Trigger Proactive Actions

Gain valuable insights into your users’ behavior and how they interact with your product. With AppEQ’s in-app customer insights and activation tools, you can easily generate usage dashboards, set alerts, and design playbooks that enable proactive engagement between your CSMs/AMs and customers.

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Scale Revenue Retention & Expansion
with Enterprise Grade Security

AppEQ safeguards your data in accordance with SOC 2, ISO 27001 and GDPR certifications, highlighting our rigorous global security standards adherence.

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Explore AppEQ Trust

Where retention & expansion is the North Star & data driven culture is the guiding DNA

Our team use AppEQ.ai for our Renewal, Retention, and Marketplace teams, and it has exceeded our expectations. The flexibility of the platform is remarkable—it’s powerful enough to meet the specific needs of our teams. One standout aspect has been the exceptional support from the AppEQ team. They don’t just provide software; they partner with us, actively listening and delivering tailored solutions through their customizable workbench.
Our team loves the in-app workspace, allowing us to easily access the restaurants we need to focus on daily for retention and renewals. The Account Pulse widget has been a game-changer, giving us a clear historical view of our interactions with restaurants, helping us drive more effective engagement
Keyur DaveRenewal and Retention Manager, Petpooja
Keyur Petpooja
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 AggarwalDirector, Global Services, AMS Inform

AppEQ provides flexibility to bring in customer insights & data and make it easily accessible across platforms like Salesforce, Zendesk, Inbox and Slack used by our Success and Support teams.
Mohit JainGlobal Head, Consulting & Customer Success, Whatfix

We’ve been using AppEQ.ai to drive Customer Success for our D2C customers, and it’s been a game-changer. Our team loves the in-app workspace, which gives us quick access to customer information and helps us focus on accounts that need attention, ultimately driving higher retention. This seamless access to product usage data from Mixpanel is crucial for our product-led growth model.
With AppEQ, we can set trigger-based tasks for conditions like drops in product usage or during critical stages like onboarding. The Account 360 widget provides a comprehensive view of our customers, enabling more effective engagement at the right time..
What truly stands out is the exceptional support from the AppEQ team. They’re more than just a software provider; they’re a true partner in our success.”
Atiqur RahmanFounding Member, BusinessOnBot