Getting Started with InboxCRM
Welcome to InboxCRM by AppEQ – your powerful workspace to track customer engagement, health, and metrics. Let’s get you logged in and ready to roll in just a few quick steps!
Open the Login Page
Head to the login page to access InboxCRM.
Tip: Bookmark this link for easy access every day!
Create Your Account
New here? No problem – sign up in seconds!
Click on Sign Up
Check the box to agree with our Terms & Conditions
Click Sign up with Google
(Use your work email for best results.)
Authenticate Your Google Account
After selecting your Google account you’ll see a brief message: “One moment please…followed by Authenticating… — this securely links your account to the AppEQ workspace.
Access Your InboxCRM Dashboard
After authentication, you’ll be redirected to your dashboard.
Messages like Loading accounts…simply mean the platform is setting things up — hang tight!
Install the Chrome Extension
To enhance your workflow with InboxCRM across tabs, install the AppEQ InboxCRM Chrome Extension.
On your dashboard, you’ll see a message: Chrome Extension is not installed
Click on Install Extension
You’ll be taken to the Chrome Web Store. Click Add to Chrome
Confirm the installation by selecting add extension
After installing the extension, you might need to pin it to your Chrome toolbar for easy access. Click the puzzle icon in the top-right corner, find "Inbox CRM for Customer Success & QBRs – AppEQ" in the list and then click the pin icon next to it. This will make the extension icon visible on your toolbar
This toolbar will remain visible even when you switch tabs, helping you stay productive.
You’re All Set!
With your account created and the extension installed.
Next steps
Import your existing account data into AppEQ using a CSV file for a quick setup.