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Integ CRM Overview

A complete walkthrough that shows how the platform works

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Choose Your Plan

Save time because the right plan keeps your pipeline, follow up, and client management running smoothly.

One Pro

For solo business owners, freelancers, and independent professionals.

CRM Pro

For growing businesses that need automation, team workflows, and stronger follow up.

CRM Ultimate

For businesses that want the full suite, advanced automation, and Exclusive tools to scale faster.

Key Features

  • Guaranteed follow up systems that help You respond Now, stay consistent, and win more deals.
  • Pipelines and Automated Follow Up
  • Never miss the next step.
  • Calendar and Booking
  • Forms and Funnels
  • Let clients schedule instantly.
  • Capture new leads with high converting pages.
  • SMS, Email, and WhatsApp
  • Reach leads faster and build trust.
  • Payments and Invoices
  • Get paid fast and keep everything organized.

Support and Resources

Free resources, Exclusive templates, and Limited onboarding spots each month to help You go live faster.

  • Free Onboarding
  • Guided setup to launch quickly.
  • Never miss the next step.
  • Template Library
  • Funnels, messages, and workflows ready to use.

Help Center

Quick tutorials and how to guides

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How to create recurring Invoices

You may have heard of the term "recurring billing/invoicing." It allows your customers to pay you automatically without manually entering their payment details whenever they buy something from you.  This can be very useful if you sell products on a...

One Time Link

What is a one-time link? A One-Time Link is a unique scheduling link to your calendar, designed to expire automatically once an appointment has been scheduled. Unlike the permanent or scheduling links, a one-time link offers one-time access to your calendar.    Why...

Calendar Widget Customization

Calendar Widget - 'Continue' Button Update Quick heads up – we've jazzed things up and moved the Continue button in the calendar widget to a new spot. If you have applied any CSS customizations, kindly verify and adjust them accordingly to align with the updated...

In App Calendar view

We're dedicated to making your appointment management effortless and efficient. Our newly upgraded calendar view brings many features designed to simplify your scheduling process. Here's what you can expect: Quick Day View You can now view users, calendars, and...

How to create Equipments?

How to create Equipments? 1. Access Calendar Settings and Enable Equipment: Go to your account and navigate to Calendars > Calendar Settings. Under Preferences > In-App Preferences, toggle on Rooms and Equipment. 2. Create an Equipment: Once you've enabled the...

How to create Rooms?

How to create a Room? 1. Access Calendar Settings and Enable Rooms: Go to your account and navigate to Calendars > Calendar Settings. Under Preferences > In-App Preferences, toggle on Rooms and Equipment. 2. Create a Room: Once you've enabled the feature, a new...

Rooms and Equipments

What are Rooms? A 'room' can represent any location where services are provided. Simply put, a room is a specific place where you conduct services in your business, such as massage rooms, salon chairs, workout areas, pedicure stations, etc. What are Equipments? Think...

Service Menu

What is a Service Menu? The Service Menu is a centralized page to list all your services in one streamlined scheduling link. Imagine neatly categorized services, making navigation a breeze. What's more, your clients can access this menu to...

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- Inspired by Steve Jobs

Related Articles

How to manage Refunds within the CRM?

The refund processing feature allows businesses to issue full or partial refunds for transactions made through various payment providers, such as Stripe, Authorize.net, NMI, and PayPal. It supports refunds for Google Pay, Apple Pay, and card payments, providing a...

Getting Started With Smart Lists

Smart Lists are innovative contact lists that allow users to customize and filter contacts based on specific conditions, such as custom fields. You can select which columns to display, and the Smart Lists update in real-time as contact data changes. Moreover, they've...

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