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AppEQ.AIAI Native CRM

QBRs, Decks, and Emails in Minutes – Not Hours

SmartSlides turns CRM and product data into ready-to-send decks, docs, and emails—no more copy-pasting.

Built for Account Management, Customer Success, and Revenue Teams

Save Time

  • Reduce QBR prep from hours to minutes
  • Auto-populate slides with live data
  • Eliminate manual data gathering

Personalize at Scale

  • Customize templates for each segment
  • Tailor messaging to stakeholder roles
  • Generate account-specific insights

Share Seamlessly

  • Export to PowerPoint, Google Slides, PDF
  • Send directly from your email
  • Data driven engagement with your customers and teams

From Data to Delivery in 3 Simple Steps

1

Connect Data

Link your CRM, product analytics, and support data to create a unified view of your customers.

2

Choose Template

Select from pre-built templates for QBRs, renewals, expansions, or create your own custom layout.

3

Generate & Share

Generate personalized content in one click and share via email, PDF, or presentation deck.

SmartSlides Powers Every Customer Touchpoint

QBRs

Generate quarterly reviews with usage, outcomes, and next steps.

Renewal Decks

Showcase value delivered with tailored renewal presentations.

ROI Emails

Send automated ROI summaries directly to stakeholders.

Expansion Proposals

Make a case for upsells using real engagement metrics.

Executive Briefings

Summarize strategic impact with crisp executive decks.

Onboarding Guides

Deliver personalized onboarding plans for new customers.

What Our Customers Say

“SmartSlides has transformed our QBR process. What used to take my team hours now takes 15 minutes.”

RichardCustomer Success Ops, Gupshup

“The ROI emails generated by SmartSlides have increased our expansion rate by 22%.”

KeyurManager, Petpooja

Works with Your Stack

SmartSlides connects with your existing tools to pull data and deliver content wherever you need it.

Salesforce
HubSpot
Tableau
Metabase
Google Slides
Goolge Docs
Gmail

SmartSlides by AppEQ — Frequently Asked Questions

Get answers to common questions about SmartSlides and how it can transform your customer reporting process.

SmartSlides by AppEQ is an AI-powered presentation automation tool that turns live CRM, product usage, and subscription data into QBRs, EBRs, ROI summaries, and renewal decks in minutes.
Customer Success leaders, Account Managers, and Sales/Revenue teams at B2B SaaS companies that run QBRs/EBRs, renewals, and expansion pitches.
Connect your CRM and analytics sources (e.g., Salesforce, HubSpot, Tableau, Power BI). SmartSlides maps live metrics (ARR, NRR, adoption, health) into branded templates and adds AI-generated summaries and next-step recommendations.
Salesforce, HubSpot, Gmail, Outlook, Tableau, Power BI, Looker, Metabase; with product/event data via your existing BI or warehouse. Planned integrations include Pipedrive and Stripe/Chargebee.
Yes. Build and update decks for Google Slides, with PDF export for sharing.
ARR/MRR, NRR, product usage and feature adoption, health scores, support trends, and renewal dates—based on connected systems and your field mapping.
SmartSlides combines live CRM/BI sync, AI insight blocks, and renewal/expansion workflows for CS & AM teams—going beyond static data-merge or one-off slide automation.
Yes. Use centralized branding, shared templates, and locked layouts. Teams can standardize QBR/EBR formats while personalizing content per account.
Typical teams connect data and ship their first deck the same day. Most users generate 80% of a deck in under 5 minutes once templates are set.
Data stays within your connected systems; SmartSlides reads via approved integrations. Role-based access and auditability ensure only authorized users can view embedded metrics.
Plans start at $35/user/month. See current pricing and plan limits on the AppEQ pricing page.

Ready to Automate Customer Reporting?

Save hours, improve retention, and deliver insights that drive action.