Everything You Need to Manage Customer Success—Right in Gmail

Discover how InboxCRM surfaces health, history, and follow-up tasks alongside your email threads—no tab switching required.

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Gmail Integration

Connect your Gmail account in seconds and manage customer relationships without leaving your inbox.

  • View customer data directly in Gmail
  • Track email engagement and history
  • Create tasks & notes in one click
Gmail Integration
All Your Accounts, One Smart Workspace

All Your Accounts, One Smart Workspace

Track every customer at a glance. View account health, renewal dates, open tasks, and key metrics—without switching tools or spreadsheets.

  • Monitor upcoming renewals and EBR compliance
  • Sort & filter by health, stage, or revenue
  • Prioritize accounts instantly

Data-Driven QBRs

Generate professional, data-driven QBRs in seconds—auto-pulling key metrics and insights from your inbox.

  • Save hours on report preparation
  • Present clear, actionable insights
  • Customize templates to match your brand
Data-Driven QBRs

Account Health Tracking

Monitor customer health with automated scoring based on engagement patterns and key metrics.

  • Identify at-risk accounts early
  • Track health trends over time
  • Get proactive alerts for declining engagement
Account Health Tracking

More Powerful Features

Email Templates

Create and save reusable email templates to save time and maintain consistency.

Task Management

Create, assign, and track tasks related to specific accounts or contacts.

Contact Timeline

View a complete history of all interactions with each contact in one place.

Calendar Integration

Sync your calendar to track meetings and schedule follow-ups efficiently.

Team Collaboration

Share account information and collaborate with your team seamlessly.

Custom Dashboards

Build personalized dashboards to track the metrics that matter most to you.

Ready to streamline your customer relationships?

Start managing your customer relationships directly from your inbox today.