Gmail CRM for Account Managers
Transform your Gmail into a powerful account management workspace. Track renewals, automate QBRs, and manage stakeholder engagement without leaving your inbox.
Why InboxCRM for Account Management
The Pain
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Scattered account information across multiple tools
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Missing follow-ups and renewal deadlines
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Hours spent creating QBR decks manually
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No visibility into stakeholder engagement
Our Solution
Gmail-native CRM that lives where you work
Automated renewal tracking and reminders
One-click QBR generation with live data
Complete stakeholder mapping and engagement tracking
Your Benefit
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30% more time for strategic account work
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25% higher renewal rates with proactive tracking
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80% reduction in QBR preparation time
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Complete visibility across all account touchpoints
Key Features for Account Managers
Everything you need to manage accounts effectively, all within your Gmail
Unified Account Dashboard
See all your accounts in one view with renewal dates, health scores, and recent activity—right inside Gmail.
Access-Controlled Workspace
Securely share account information with team members while maintaining privacy controls on sensitive data.
Auto-QBR Decks
Generate professional QBR presentations with one click, pulling live data from your account history.
Embedded Health Signals
Get real-time health indicators based on engagement, product usage, and support tickets directly in your inbox.
Gmail & Calendar Sync
Automatically log emails and meetings to account records without manual data entry or switching tools.
AI-Powered Follow-Ups
Never miss a follow-up with AI-suggested actions and automated reminders based on conversation context.
How It Works
Connect Gmail
Securely connect your Gmail account with one click. No data migration or complex setup required.
Manage from Inbox
View and update account information directly from your inbox. See account context alongside every email.
Automate Reports
Generate QBRs, renewal forecasts, and stakeholder maps with one click using your account data.
"InboxCRM has transformed how our account management team operates. We've reduced admin work by 40% and increased our renewal rates by 22% in just six months. The ability to see all account information right in Gmail is a game-changer."
Sachin A
Director, AMSInform
Ready to transform account management?
Join thousands of account managers who've simplified their workflow and improved results with InboxCRM.