Inbox CRM for Customer Success
Your Gmail-native customer success platform—designed for CS, AM, and RevOps to work where they already do.
- Sync Gmail & calendar in seconds
- Track contacts, tasks, and health in one unified workspace
- Auto-generate QBR decks and follow-up emails
Instant Setup, Zero Hassle
Connect Gmail & Calendar in seconds. No CSVs. No tech team. Just log in and go.
Everything in One View
Stay on top of every account with a unified timeline of emails, meetings, notes, and tasks—right inside Gmail.
Auto-Generated QBRs
Turn data into decks—generate beautiful business review slides, pre-filled with live insights from your inbox.
Inbox-Powered Account Health
Know when accounts go quiet, spike usage, or miss key milestones—with health scores generated from everyday signals.
Start Free. Scale Confidently.
Built for CS teams and growing startups.
Starter
- Track unlimited accounts and contacts
- CRM (Salesforce, Hubspot, Zoho & more) Integrations
- Shared inbox workspace
- Import contacts & KPIs from spreadsheets
- Ingest up to 3 custom data types (e.g., NPS, renewals, usage)
- Custom dashboards (with optional services)
Scaling your CS operations?
Explore AppEQ Workbench—for teams that need advanced data control, deeper integrations, and tailored reporting.
- Role-based access
- CRM, BI & Multiple data integrations
- Custom dashboards
See InboxCRM in Action
A quick tour of the key features and benefits.
Manage Everything from Gmail
Access all your customer data, notes, and tasks directly within your Gmail inbox. No more switching between multiple tabs and applications.
- View customer health scores
- Access recent communications
- Update notes and tasks
Generate Data-Driven QBRs
Create professional, data-driven QBRs with just a few clicks. Automatically pull in key metrics and insights from your inbox and calendar.
- Save hours on report preparation
- Present clear, actionable insights
- Impress your clients with professional reports
Seamless Gmail Integration
Connect your Gmail account in seconds and start managing your customer relationships right away. InboxCRM integrates seamlessly with your existing workflow.
- Secure OAuth connection
- Automatic contact syncing
- Real-time updates
Got Questions? We've Got You.
Answers to help you get started fast—and get the most out of InboxCRM.
InboxCRM uses secure OAuth to connect with your Gmail account. This allows us to display customer information—like contacts, emails, and tasks—directly inside your inbox, without storing your credentials or compromising privacy.