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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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Multi-Role Signing for Documents and Contracts

Documents and Contracts templates can now carry multiple signer roles — buyer, seller, witness, or any custom role you define. When a document goes out through a Workflow, every role is automatically populated and routed for signature, no manual re-entry required. The...

Full Edit Service Bookings

Managing service bookings just got a whole lot easier! You can now fully edit both paid and unpaid service appointments without needing to cancel and recreate the booking. Whether your customer wants to add another service, change the assigned staff member, update...

Payments Enhancements

We’re introducing a set of enhancements to the Services payment experience that make checkout more flexible for customers while improving the accuracy of deposit calculations. What’s New Choose Between Deposit or Full Payment Businesses can now enable a...

New Workflow Trigger: User Replied

What’s new? You can now start workflows when a user replies to a conversation. This trigger fires whenever a user (team member) replies to a contact, making it easier to automate internal processes after an agent responds instead of waiting for a customer reply....

Contact Page Customization – in labs! 

Contact page customization is now available in labs for all users. What’s new? Fully customizable contact detail page layouts for users and admins. Ability to create up to 5 different views per account. Assign views to specific users or entire groups (Admins, Users)...