flexile-white-logo
a
M

Integ CRM Overview

A complete walkthrough that shows how the platform works

Follow Us

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

Contact Support

Talk to an Expert

Communities – Editor and Community experience

August 19, 2026

Several improvements to make creating content, moderating communities, and participating in discussions faster and more intuitive.

What's New?

Rich Text Formatting Toolbar

Formatting content is now easier than ever. Select any text in a post to reveal a floating formatting toolbar. Available options include Bold, Italic, Underline, Strikethrough, and inserting a link.

Screenshot 2026-07-24 at 1

Ban Spammers Directly from Posts

Moderating your community is now just a click away. Spot a spammer? Open the three-dot menu (⋮) on their post and select Ban User - no more switching to the Members tab to find them. A confirmation dialog lets you optionally delete all content created by the user before confirming the ban.

Screenshot 2026-07-24 at 1
Screenshot 2026-07-24 at 1

Download Recordings from Posts

Recordings can now be downloaded directly from the post itself. Open the three-dot menu (⋮) on a recording post and click Download Recording to save it instantly.

Screenshot 2026-07-24 at 12

Improvements & Fixes

Improved Comment Editor Keyboard Shortcuts

Based on community feedback, the comment editor now uses more familiar keyboard shortcuts: Enter starts a new paragraph, Shift + Enter inserts a new line within the same paragraph, and Ctrl + Enter (or click Post) publishes the comment.

Why This Matters

These updates help admins create better-looking posts, moderate more efficiently, manage recordings with fewer clicks, and enjoy a smoother commenting experience - all without leaving the editor or navigating away from the feed.

Recently Updates

Organize and Customize Tags with Colors and Categories

Custom Fields Grouping and Bulk Actions

Communities – Editor and Community experience

Multi-Role Signing for Documents and Contracts

Full Edit Service Bookings

Payments Enhancements

New Workflow Trigger: User Replied

Contact Page Customization – in labs! 

Gift Card Creation, Selling, Sending & Redemption Now Available

Projects: Pipeline Navigation Improvements & Stage Colors

★ Canva Integration In Media Storage ★

★Introducing Rentals within Calendars★

Invoices, Estimates: Open in new tab

“Manage Smart List” and “Restore” have a new home in the menu

New Layout for Submission PDFs: Attachments and Quiz Results Page Included

★New Feature: Video Testimonials!

Icons For Buttons in the Contact Form Builder

Invoices: Editable “Payment Schedule” Notifications

Documents & Contracts: Content Library for ease of Document Creation

Payments Tab in Appointment Modal

Multiple Review Links in Emails

SMS Review Requests – Create & Use Custom Templates for Recurring Messages

Enhanced Button Styling Experience

Modern Order Bumps Now in Forms & Surveys

Wait Time in Recurring Timer

★ Social Planner: Best Time to Post Feature

Email Statistics Dashboard Updates

CRM Contacts And Client Portal

Estimates: Now support Payment Schedules/Deposits/Installments

Add Guests – Enhancements

Appointment Modal – Now in a Side Drawer

★ New Feature: Call Scripts

Improving the First-Time Experience in Calendars

★ New Feature: Multiple Review Platform Integration

Deposits and Payment Plans on Documents & Contracts!

★ New Feature: Documents and Contracts Template Library now available

Background Color for Text Elements

★ New Feature: View and delete cards on file – Manage cards option

Docs & Contracts: Reorganize document pages

★ Companies Module – Major Release

Stay Ahead with INTEG CRM Insights

Subscribe to our blog and get the latest insights on enhancing customer relationships and boosting business efficiency with CRM technology. Don’t miss out on expert tips, industry news, and success strategies from INTEG CRM. Join our community today to keep your business at the forefront of innovation!

  • Knowledge
  • Experience
  • Training
  • Improvement

Unlock Your Business Potential

Keep your business evolving with the latest trends and best practices in CRM. Subscribe to our blog for regular updates on how to optimize your operations and enhance customer engagement. Get actionable advice and innovative ideas delivered straight to your inbox.

Visit Our Blog

Stay Up to Date With The Latest News & Updates

Access Premium Content

Unlock exclusive content tailored for advanced CRM users by subscribing to our premium insights. Each week, we dive deeper into strategies that drive business growth, enhance customer relationships, and optimize operational efficiency. 

Join Our Newsletter

Stay ahead of the curve with exclusive insights and tips delivered straight to your inbox! Join our newsletter today to receive the latest trends, updates, and special offers.

Follow Us