Maximize Revenue with Data-Driven Upsell and Cross-Sell Playbooks

Unlock growth opportunities by leveraging real-time customer insights and tailored playbooks that drive relevant upsell and cross-sell offers, increasing customer lifetime value.

Activate Upsell and Cross-sell Signals In Your Enterprise Applications

CONNECT, SYNC & ACTIVATE

Easily integrate with your enterprise data sources

Easily sync customers, contacts, notes, revenue data, tickets and feature requests, product usage data and much more between your operational tools and AppEQ

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 Upsell & Cross-Sell

Key Features

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.

Maximize Your Revenue

Upsell and Cross-sell

AppEQ.ai empowers teams to drive more upsell and cross-sell opportunities by leveraging real-time product usage insights, automated playbooks, and early data drive triggers. By integrating with popular product analytics tools, AppEQ provides a clear view of how customers interact with your product, helping teams identify growth opportunities. Automated alerts and playbooks trigger timely actions, enabling Customer Success Managers (CSMs) & Account Managers to proactively engage customers when they’re most likely to upgrade or add features. Additionally, AppEQ’s unified data platform generates detailed customer health scores, allowing teams to prioritize accounts ready for upsell and cross-sell, driving increased revenue from existing customers.

Empower Your Business

Drive Data Driven Proactive Actions On Your Enterprise Applications

Integrate Your Apps

AppEQ helps you integrate and sync data from various apps, making it easily accessible and actionable.

Maximize Revenue

AppEQ helps you identify upsell and cross-sell opportunities by analyzing customer behavior and purchase history.

In-App Insights

AppEQ's seamless In-app insights activation sets it apart from other data platforms.

Actionable Data

AppEQ helps you turn your data into actionable insights, driving better business decisions.

TRANSFORM YOUR CRM WITH APPEQ.AI

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.

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

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