Video Library
Watch comprehensive walkthroughs, tutorials, and feature demos for InboxCRM. Learn how to turn Gmail into your customer success command center.
InboxCRM in 1-Min
Get up and running in under a minute—see how Customer Success lives right in Gmail.
Getting Started
Spin up InboxCRM, connect Gmail & Calendar, and auto-import your accounts instantly.
Install Plugin
One-click install brings contextual customer insights into every email and meeting.
Accounts Module
Track health scores, renewal dates, and tasks for every account—no context-switching.
Account Walkthru
Get a 360° view of accounts—health, renewals & tasks—right in your Gmail.
ProductPulse
See real-time product usage and adoption trends without leaving your inbox.
Metrics Hub
Embed live BI charts & trends into Gmail, Slides and Docs in one click.
Metrics Hub Demo
Watch how teams publish key business metrics into your inbox & docs.
Contacts Overview
Manage your entire contact list with engagement stats in Gmail.
Health Overview
Monitor account health scores and churn risk instantly in your inbox.
Plan & Tasks
Plan, assign & track account tasks in list, Kanban or calendar views.
Touchpoints
Auto-log every email & meeting so you never miss a follow-up.
Email Assists
Write perfect customer emails—faster and smarter.
Smartslides
Prepare polished QBR decks in minutes with live data—right in Gmail.
Custom Workbench
Build a tailored CS workspace with role-based views, workflows & data.
Why Your EBRs Are Failing (And How to Fix Them)
Presenting a value-packed conversation with Eleni Vorvis on - Why Your EBRs Are Failing - and wow, did she share some golden insights on how you can fix them.
Strategies and Insights for Account Managers and Revenue Leaders
Conversation with Jeff Heckler, a Top 25 CS Influencer and Strategist, and Sandy Yu, Advisor to Customer and Revenue Leaders
The Customer Success Flywheel: Lessons from Atma on Scaling Growth
The Future of Customer Success with Atma: Lessons from the Customer Success Flywheel
What the Best Customer Success Leaders Do Differently
Unlock the secrets of maximizing Revenue Retention & Growth with industry luminaries, Kristi Faltorusso and Sandy Yu
Ready to Transform Your Customer Success?
See InboxCRM in action with a personalized demo. Our team will show you how to turn Gmail into your customer success command center.