AppEQ – Unified Workspace for Data-Driven Content

AppEQ is a unified, in-app workspace for Customer Success and Revenue teams—designed to centralize insights, automate reporting, and drive proactive data driven engagement directly from your inbox, CRM, and analytics stack.

Built for CSMs, Account Managers, CS Ops, and GTM leaders, AppEQ helps post-sales teams deliver retention and expansion—without switching tabs or juggling dashboards.

AppEQ is a unified, in-app workspace for Customer Success and Revenue teams—designed to centralize insights, automate reporting, and drive engagement directly from your inbox, CRM, and analytics stack. Built for CSMs, Account Managers, CS Ops, and GTM leaders, AppEQ helps post-sales teams deliver retention and expansion—without switching tabs or juggling dashboards.

🔹 Why Teams Choose AppEQ 🔗 Works Seamlessly With Your Stack AppEQ integrates natively with: → CRM: Salesforce, HubSpot, Zoho → Analytics: Mixpanel, GA4, Amplitude → Communication: Gmail, Outlook, Google Calendar → Billing: Stripe, Chargebee → Spreadsheets: Google Sheets, CSV → Support: Zendesk, Intercom …and more.

Get contextual insights wherever you work—with zero disruption to your tools.

🧠 In-the-Moment Customer Intelligence View health scores, product usage, renewal status, and risk indicators while you're working in Gmail, your CRM, or calendar.

📊 SmartSlides for QBRs, ROI Decks & Emails Generate personalized, data-driven presentations and summaries from live CRM + usage data—no copy-pasting or reformatting.

📋 Account Portfolio & 360 View Track risks, tasks, renewals, and opportunities across your accounts in one intelligent view—customized to your role.

✅ Proactive Nudges & Automation Get reminded to follow up, log notes, or send value-rich emails—with templates powered by real-time data and insights.

🔐 Enterprise-Grade Security SOC 2 Type II | GDPR | ISO 27001 Compliant

Your inbox, calendar, and CRM data stay secure—no data stored without your consent.

🚀 Who It’s Built For

• Customer Success Managers (CSMs)
• Account Managers (AMs)
• Revenue, CS & Lifecycle Ops
• CS Leaders & Executives
• SaaS Founders and Post-Sales Teams

🧩 Key Use Cases

• QBR/EBR automation with SmartSlides
• Renewal + upsell workflows
• Task tracking and playbooks inside Gmail/CRM
• CS productivity + portfolio visibility

✅ One-click install 💡 Live inside your existing tools 📈 Built for CS, AM, and RevOps teams who want to move faster with more precision

👉 Add AppEQ to Chrome and unlock your unified, data-driven customer engagement workspace.

https://appeq.ai/request-demo-form/