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About

Empower your Customer Success team to create best-in-class customer experiences with powerful analytics, automation, and project management capabilities. Don't compromise between power and ease-of-use. Get your team up and running quickly with plug-and-play integrations and project templates, then create bespoke customer experiences with customization and automation that scales. Vitally unifies customer data across your tech stack so you can proactively identify trends and leverage insights for a world-class customer experience. Think CRM, product analytics, support tickets, emails, NPS, and revenue data—all in one tab.

About

InboxCRM by AppEQ is a Gmail‐native Customer Success platform designed to keep CS teams organized and proactive—right from their inbox. Rather than toggling between multiple tools, you can import accounts directly from your Gmail and Calendar, automatically log all email and meeting touchpoints, and gain a unified view of account health, usage metrics, and renewal risk. Real‐time dashboards surface at‐risk customers, engagement trends, and expansion opportunities without context‐switching. Integrate seamlessly with CRMs like Salesforce, HubSpot, and Zoho, as well as analytics, helpdesk, and collaboration tools. Smart filters and role‐based access ensure each team member sees only the data they need. With automated alerts, personalized email templates, and one‐click QBR deck generation, InboxCRM helps you drive retention, unlock upsell potential, and elevate customer experiences—without leaving Gmail.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Customer success teams

Audience

InboxCRM is ideal for customer success teams and managers seeking a Gmail-native platform that centralizes account management, improves retention, and drives upsell opportunities without disrupting their workflow

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$99.00/month
Free Version
Free Trial

Pricing

$15/user/month
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Vitally
Founded: 2017
United States
www.vitally.io

Company Information

AppEQ.ai
Founded: 2022
India
www.appeq.ai/

Alternatives

Alternatives

Inbox Pirates

Inbox Pirates

Crewcharge Technologies
Serif

Serif

Serif AI

Categories

Categories

Customer Success Features

Account Alerts
Account Management
Communication Management
Customer Engagement
Customer Lifecycle Management
Health Score
Onboarding
Revenue Management
Usage Tracking / Analytics
Win / Loss Analysis

Customer Success Features

Account Alerts
Account Management
Communication Management
Customer Engagement
Customer Lifecycle Management
Health Score
Onboarding
Revenue Management
Usage Tracking / Analytics
Win / Loss Analysis

Revenue Management Features

Competitor Analysis
Dynamic Pricing
For Airlines
For Hospitality Industry
Forecasting
Inventory Control
Price Optimization
Recommendation Engine
Yield Management

Integrations

Chargebee
Gmail
HubSpot CRM
HubSpot Customer Platform
Intercom
Salesforce
Zendesk
5X
Amazon Redshift
BI Book
Census
Clearbit
Gong
Google Sheets
Lantern
Marketo
Microsoft Outlook
Mixpanel
Stripe
Zoho CRM

Integrations

Chargebee
Gmail
HubSpot CRM
HubSpot Customer Platform
Intercom
Salesforce
Zendesk
5X
Amazon Redshift
BI Book
Census
Clearbit
Gong
Google Sheets
Lantern
Marketo
Microsoft Outlook
Mixpanel
Stripe
Zoho CRM
Claim Vitally and update features and information
Claim Vitally and update features and information
Claim InboxCRM by AppEQ and update features and information
Claim InboxCRM by AppEQ and update features and information