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AppEQ

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About

AppEQ is an AI-powered Customer Success software that empowers customer-facing teams with real-time insights, AI-driven assistance, and automation. It provides in-app, in-the-moment insights and data accessibility, enabling data-driven decisions in the moments that matter most. It helps B2B businesses drive customer retention, expansion, and proactive engagement by making data actionable within their existing workflows. Key features include Smart Slides for automated QBRs and reports, Product Pulse in-app workspace for product usage data, Smart Workbench for managing customer data, and AI Assistant for Customer Success. Integrates with CRMs like Salesforce, Hubspot, Zoho, and Pipedrive.

Platform
Web
Task
customer success

Features

upsell & cross-sell workflows

data-driven insights within existing saas applications

integration with crms like salesforce, hubspot, zoho, and pipedrive

customer analysis dashboards

ai assistant for customer success

smart workbench for managing customer data and workflows

product pulse in-app workspace for product usage data

smart slides for automated qbrs and reports

FAQs

What is AppEQ?

AppEQ is an AI-powered Customer Success software that delivers ‘in-the-moment’ customer insights to help teams drive retention, upsell, and expansion. Acting as a proactive customer retention solution, AppEQ provides one-click, real-time insights directly on top of your existing SaaS applications, enabling seamless decision-making and action without switching tools.

What is in-the-moment customer insight?

‘In-the-moment’ customer insights is the capability to highlight key customer data , trends and insights when CSM / AM / Leaders are likely to need them the most; like while reading a email from a customer – they are most likely to need information about that customer ; or while going for meeting – looking at the calendar; a quick summary of the customer account helps them stay on top of the account on key customer metrics.

Is it possible to integrate with applications not listed on the website

Absolutely, integration with applications not currently listed on our website is certainly feasible. To initiate this process, we kindly request you to reach out to our team with your specific requirements. We’re here to assist you every step of the way.

Can AppEQ work with CRM?

Yes, AppEQ integrates seamlessly with leading CRMs like Salesforce, HubSpot, Zoho and Pipedrive, enhancing their functionality with a powerful data and UI layer. By combining CRM data with product usage insights from tools like Mixpanel, Pendo, and Amplitude, AppEQ enables Customer Success Managers (CSMs) and Account Managers (AMs) to track key metrics, segment accounts, and view them from multiple perspectives.

We already have a CSP. Is AppEQ required?

We have worked with teams who have a robust deployment of of some of the top CSP platforms. Our product helps in activating insights and actions to deliver actionable insights at your fingertips like on Inbox, CRM. We have helped unlocked data and insights from CSP to other existing SaaS platforms.

Can AppEQ work with Helpdesk software like Zendesk?

AppEQ has direct data and UI integration with Zendesk, Freshdesk , Zohodesk. With AppEQ, teams have now the capability to access and visualize data and metrics not just from the Helpdesk but also from CRM and other systems. This helps the Support Agents to have relevant data all within the Helpdesk.

How do I get started ?

Contact us via the Demo Request form or email hello@appeq.ai for a personalized demo. Our team will follow up to gather integration details, provide a plugin installation link, and show you how activating customer insights can drive upsell, cross-sell, and retention revenue.

How long does it take to get onboarded?

The onboarding process typically takes 1 to 14 days, depending on the complexity of integrations and the level of customization required. If a pre-designed template with minimal modifications is used, onboarding can often be completed within 5 days. The timeline is influenced by the number of tools to integrate and your team's specific dashboarding needs. To ensure a smooth experience, AppEQ assigns a dedicated Solution Architect and a Customer Success Manager to guide you through the process.

Pricing Plans

Growth
$25.00 / Per Month

1 Smartworkbench

Cosmetic changes to existing templates : 4

Account Pulse, Account 360, Task Playbook, Email Assist

AI Assistance for Customer Success - 3 tokens / day / user

Integration - Out of the box supported

Data upto 20,000 Business Object Rows

Upto 5 data source or 5 Business Objects

Unlimited Widget daily views

Support 12*5 - Tickets, Email

Professional
$49.00 / Per Month

Everything in Growth +

Upto 3 Smartworkbench

Cosmetic changes to existing templates : any

Custom new dashboard : 5

Upsell & Cross-sell Workflow, SmartSlides, Launchers

AI Assistance for Customer Success - 20 tokens / day / user

Data upto 1M Business Object Rows

Customer Success Manager

Upto 10 data source or 10 Business Objects

Support 12*5 - Tickets, Email & Online Meeting & Dedicated Slack Channels

Enterprise
Unknown Price

Everything in Professional +

Dashboarding with *Professional Services

Enterprise wide users

Customer Success Manager

Job Opportunities

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