Gmail CRM for Customer Success

The Limitations of Traditional Customer Success Tools

Multiple dashboards & manual exports

Siloed data across CRM, support & product analytics

Hours spent on QBR decks instead of customer conversations

Fragmented workflow illustration showing multiple tools

Our Solution: InboxCRM Essentials

Everything you need to manage customer success, right in your inbox.

Email & Calendar Sync

Import contacts & meetings in 2 min—no CSVs.

Unified Account Workspace

All touchpoints, tasks & health signals in a single list.

Smart Health Scoring

Automated risk & expansion alerts next to every thread.

Instant QBR Decks

Generate polished business review slides in seconds.

AI-Powered Follow-Ups

Draft personalized check-in emails with one click.

Automated Workflows

Set up triggers for timely follow-ups and notifications.

Why an Inbox-Native CRM Outperforms Standalone CS Platforms

Side-by-side comparison: generic CS dashboard vs. InboxCRM sidebar in Gmail

Zero context-switching = faster response rates
Stay in your inbox where you already work. No more switching between tools to check customer health or update records.
Real-time customer insights in every email thread
See account health, recent interactions, and key metrics right alongside your email conversations.
Eliminate manual data exports & re-imports
All your customer data syncs automatically, eliminating manual updates and ensuring everyone has the latest information.

Centralize All Your Customer Data

Connect spreadsheets, support, billing & product data—unify your account view with InboxCRM.

Zendesk

Intercom

Stripe

Chargebee

Jira

Sheets

Data flow animation showing integration with InboxCRM

Simple Pricing for Customer Success Teams

Flexible plans that grow with your team. No hidden fees or long-term commitments.

SOLO

Free Forever

Perfect for individual professionals

1 user
30 accounts
500 contacts

$15 per user/mo

or $144/yr (20% off)

Shared workspace
Unlimited accounts
Team collaboration

GROWTH

$20 per user/mo

or $192/yr (20% off)

Role-based access
5 data sources
Advanced analytics

View Full Pricing

Stories from High-Performing CS Teams

See how customer success teams are transforming their workflows with InboxCRM.

Sarah Johnson

CS Lead @ TechCorp

"InboxCRM cut our QBR prep by 80% and improved our response times dramatically. Our team now spends more time on strategic conversations."

Michael Chen

VP Success @ SaaSify

"Having customer health data right in Gmail has transformed how our team operates day-to-day. We catch at-risk accounts earlier and close more expansion opportunities."

Frequently Asked Questions

Everything you need to know about InboxCRM for customer success teams.

What makes InboxCRM different from other CS tools?

InboxCRM is the only customer success tool that lives directly in your Gmail inbox. Unlike standalone platforms, there's no context-switching—you see customer health, history, and actions right next to your emails. This native integration means zero data entry and immediate productivity.

How secure is my email data?

We take security seriously. InboxCRM uses OAuth for secure Gmail access, never stores your emails, and is SOC 2 compliant. We only index metadata (sender, date, subject) and use that to provide context. Your email content remains private and secure.

Can I integrate support & usage analytics?

Yes! InboxCRM connects with popular tools like Zendesk, Intercom, Stripe, and more. You can also import data from spreadsheets or custom sources via our API. All this data is unified in your inbox view for complete customer context.

Is a free trial available?

We offer a 14-day free trial of our Starter and Growth plans with full features. Our Solo plan is free forever for individual users managing up to 30 accounts and 500 contacts—no credit card required.

Do you offer onboarding services?

Yes, all paid plans include personalized onboarding. Our Growth plan includes a dedicated success manager to help with setup, integration, and team training. We also provide documentation, video tutorials, and weekly live training sessions.