FIN ReporterFI Navigator
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InboxCRM by AppEQAppEQ.ai
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Related Products
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About
Meetings focusing on your institution’s performance don’t usually get scheduled with a lot of lead time. FIN Reporter delivers complete control to users on reports, metrics, peers, time spans, and graphics to create custom content for any meeting scenario. How can you ensure that your meeting content precisely matches the meeting focus and objectives? Transform unprecedented data into presentations that create consensus and fit any meeting time frame. Compare and contrast your institution’s performance against peers or stand-alone trends, then zoom in on specific metrics that matter most during the conversation. Produce differentiating meeting content that resonates and creates an impetus for action. UBPR or FPR report formats, over 50 pre-built FIN reports, and quick click metric zoom. Peer group on/off toggle, and time span change toggle. Profit, growth, risk or offering reports, multi-metric report view, and single metric report view.
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About
InboxCRM by AppEQ is a Gmail‐native Customer Success platform designed to keep CS teams organized and proactive—right from their inbox. Rather than toggling between multiple tools, you can import accounts directly from your Gmail and Calendar, automatically log all email and meeting touchpoints, and gain a unified view of account health, usage metrics, and renewal risk. Real‐time dashboards surface at‐risk customers, engagement trends, and expansion opportunities without context‐switching. Integrate seamlessly with CRMs like Salesforce, HubSpot, and Zoho, as well as analytics, helpdesk, and collaboration tools. Smart filters and role‐based access ensure each team member sees only the data they need. With automated alerts, personalized email templates, and one‐click QBR deck generation, InboxCRM helps you drive retention, unlock upsell potential, and elevate customer experiences—without leaving Gmail.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Financial institutions and businesses seeking a solution to generate reports for any meeting
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Audience
InboxCRM is ideal for customer success teams and managers seeking a Gmail-native platform that centralizes account management, improves retention, and drives upsell opportunities without disrupting their workflow
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
No information available.
Free Version
Free Trial
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Pricing
$15/user/month
Experience AppEQ
- Unlimited Team Members - Limited Feature
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationFI Navigator
Founded: 2011
United States
fi-navigator.com/performance-reporting
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Company InformationAppEQ.ai
Founded: 2022
India
www.appeq.ai/
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Alternatives |
Alternatives |
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Categories |
Categories |
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Customer Success Features
Account Alerts
Account Management
Communication Management
Customer Engagement
Customer Lifecycle Management
Health Score
Onboarding
Revenue Management
Usage Tracking / Analytics
Win / Loss Analysis
Revenue Management Features
Competitor Analysis
Dynamic Pricing
For Airlines
For Hospitality Industry
Forecasting
Inventory Control
Price Optimization
Recommendation Engine
Yield Management
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Integrations
Adobe Marketo Engage
ChurnZero
ClientSuccess
Gainsight
Gmail
Google Sheets
HubSpot CRM
HubSpot Customer Platform
Intercom
Jira
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Integrations
Adobe Marketo Engage
ChurnZero
ClientSuccess
Gainsight
Gmail
Google Sheets
HubSpot CRM
HubSpot Customer Platform
Intercom
Jira
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