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

Gift Card Creation, Selling, Sending & Redemption Now Available

April 10, 2026

What’s New?

Businesses can now run a complete, end-to-end Gift Card System inside the platform. This release introduces the ability to create, sell, send, track, and redeem Gift Cards across a wide range of checkouts.

Gift Cards function as a flexible prepaid balance that customers can purchase for themselves or others—or that businesses can issue directly for loyalty, compensation, refunds, or promotions.

This launch includes the following major capabilities:

1. Create Fully Customizable Gift Card Products

Businesses can now create Gift Card Products from the new Gift Cards module under Payments. Gift Card Products include a rich set of attributes, such as:

  • Gift card name, description, terms & conditions, along with an option to attach a redemption link in the emails
  • Expiry date (applies to all Gift Card Orders created from this product and is optional)
  • Artwork and branding elements - Custom Upload, along with creating your own gradients
  • Multiple denominations are supported with per-denomination inventory
  • Automatic taxes application using the Gift Card tax category (optional)
  • Categorization with 'Categories' (optional)
  • All of the above information can be reviewed with a preview of the gift card before creating it

Additional nuances with gift card creation:

  • Gift Card Products can be edited, archived, or deactivated at any time. 
  • When deactivated, their Sell and Send actions are disabled, and the dedicated checkout link or Store (where this gift card was added as a product) stops working immediately. On any other checkout, if the gift card was added as a product, it would still continue to be sold unless manually removed.
  • Defining inventory separately for every denomination is not possible today. Once the inventory is defined, it applies individually to each denomination, i.e., if quantity = 100 with 2 denominations, each denomination gets 100, i.e., a total of 200 gift cards.
  • Only automatic taxes with a fixed category are available for gift card-related taxation.
  • The gift card gets created on the last step of the process.

2. Sell Gift Cards Through Test & Live Mode Checkouts

Every Gift Card Product automatically receives a dedicated checkout page in both Test and Live modes.

Businesses can sell Gift Cards through:

  • Dedicated Gift Card Checkout Link (unique per product)
  • Embed Code — add the dedicated checkout directly into any website page
  • QR Code — ideal for in-store displays, print campaigns, or sharing via apps — redirect to the dedicated gift card checkout link
  • Existing Checkouts by adding the Gift Card as a Product to: Funnels (One-step and Two-step order forms), Forms (Sell Product), Payment Links, Invoices, Store, Calendar Payments (if products are supported), and Websites

At the dedicated checkout link, customers:

  • Choose a denomination from the available options within the gift card product
  • Choose Buy for 'Yourself' or Buy for 'Someone Else'
  • “Someone Else”: captures recipient + purchaser (transaction receipt goes to purchaser; Gift Card goes to recipient)
  • Select immediate or scheduled delivery
  • Complete payment (in Live or Test mode, depending on the link)
  • Gift Card Order for scheduled deliveries remains inactive until the scheduled delivery time, but if the code is accessed, it can still be redeemed.
  • Gift Cards sold/purchased in test or live mode can only be redeemed at checkouts in the corresponding mode, i.e., test gift cards can only be redeemed on test checkouts and vice versa.

For gift cards purchased via existing checkouts:

  • If the invoice, payment link, store, funnel, etc., is in test mode, any gift card product purchased would also be purchased in test mode and can be redeemed only in test mode.
  • When a gift card is sold as a product at any existing checkout, the gift card is delivered to the customer's email address.

3. Send Gift Cards Directly (No Payment Required)

Businesses can issue gift cards to any customer using the Send flow (Live mode only). This makes it ideal for compensation, reward programs, customer delight, or replacing credits.

Process to send gift cards to customers:

  • Choose Customer from the existing customers list
  • Add a personal message that would be sent with the gift card — you can also use 'Write with AI' to draft the message 
  • Deliver via Email, SMS, QR link (via email), or PDF (via email) — you can send via any 1 mode where the mode would be active based on the availability of the email address or phone number of the customer
  • Schedule delivery for a future date — Gift Card email/SMS is sent and becomes active on the scheduled date, without requiring a payment
  • View the preview of the communication content (non-editable) with the gift card and other details

Additional nuances with respect to sending gift cards:

  • Gift Cards issued via 'Send' appear under Gift Card Orders but not in the general Payments → Orders list, since no monetary purchase occurred.
  • Gift Cards direct sending is currently only available in Live mode.
  • Currently, you can only send 1 gift card to 1 customer in one flow; sending to multiple customers in a single attempt is not possible.
  • Sending a gift card also impacts inventory, reducing it each time a gift card is sent.

4. Track All Gift Cards Using Gift Card Orders

A new Gift Card Orders tab is available under Payments → Gift Cards, showing every issued card—whether purchased or directly sent. This tab becomes visible only after the first gift card is sent or sold.

The gift card orders page lists all sold or sent gift cards, including their statuses, balances, filters, and customer details. All cards on this page are clickable and open up a detailed page for that order.

The gift card order details page acts as the single source of truth for all Gift Cards in the account. For each Gift Card Order, businesses can view:

  • Purchaser info
  • Recipient info
  • Denomination
  • Expiry date (same as that of the gift card product)
  • Remaining balance
  • Status (Scheduled, Active, Inactive)
  • Hidden Gift Card number (visible inside the order details page)
  • Delivery method and delivery schedule

5. Redeem Gift Cards Across Multiple Checkouts

Customers can now redeem gift cards on all checkouts that support the Gift Card Redemption UI. This includes:

  • Funnels
  • Forms
  • Payment Links
  • Invoices
  • Store checkout
  • Calendar payments (where applicable)
  • Any checkout using supported payment providers (Stripe, NMI, Authorize.net, Square) — in case of partial payments or subscription purchases. More providers are coming soon.
  • For a payment entirely made with a gift card for one-time products, the checkout would support gift card redemption regardless of the payment provider.

Redemption Behavior:

  • Customers enter their Gift Card number at checkout
  • The remaining balance is shown instantly
  • Redemption can cover: Full amount (if balance ≥ order/invoice total & products are one-time)
  • Redemption can cover: Partial amount with the remaining balance charged to another payment method
  • Transactions show a new “Gift Card Balance Used” entry
  • Subscription purchases: If a subscription product is in the cart, the system will always collect an additional payment method even when the gift card covers the full initial charge (due to future billing requirements).
  • Gift card option on redemption is available only if at least 1 gift card product is created and either sent or purchased by a customer.
  • Gift card cannot be used on upsell purchases i.e. cannot be redeemed for buying anything via the Upsell flow.

Major modifications included post-Labs release:

Based on customer feedback, we have ensured that the redemption now clearly calls out the following:

  • Gift card applied - amount used from the gift card
  • Remaining gift card balance - the amount left in the gift card after redemption
  • Amount left to pay - amount left to be paid that's not covered by the gift card (field only visible if additional payment is required)

Where Can I Find This?

  • Payments → Gift Cards → Gift Card Products --> Create, edit, archive, deactivate, sell, or send Gift Cards.
  • Payments → Gift Cards → Gift Card Orders --> Track all issued Gift Cards, view balances, and open order details.
  • Dedicated 'Sell' checkout link/embed / QR --> Available under each Gift Card Product → Sell section.
  • Dedicated 'Send' --> Available under each Gift Card Product → Send section
  • Dedicated 'Send' --> Available under each Gift Card Product → QR Code → Issue Gift Card
  • Existing Checkouts --> Add Gift Cards as products to sell them through Funnels, Forms, Payment Links, Stores, etc.
  • Redeem via the Payment Element under any supported checkout and payment provider combination

What’s Next?

Future enhancements planned:

  • Gift card redemption on off-session payments
  • Sending gift cards in 'Test' mode
  • User permissions for creation, issuing, and redemption
  • Dedicated link for customers to check balances
  • Usage transaction history log inside each Gift Card Order
  • Gift card triggers and actions - automation/workflow support
  • Public APIs, triggers, actions
  • Mobile app & POS support

Gift Card Product Creation:

WhatsApp Image 2025-11-20 at 12
WhatsApp Image 2025-11-20 at 12
WhatsApp Image 2025-11-20 at 12
WhatsApp Image 2025-11-20 at 12
WhatsApp Image 2025-11-20 at 12

Gift Card Product - Sell with Direct Checkout Link:

WhatsApp Image 2025-11-20 at 12
WhatsApp Image 2025-11-20 at 12
WhatsApp Image 2025-11-20 at 12
WhatsApp Image 2025-11-20 at 12
WhatsApp Image 2025-11-20 at 12

Gift Card Product - Send to Customers:

WhatsApp Image 2025-11-20 at 12
WhatsApp Image 2025-11-20 at 12
WhatsApp Image 2025-11-20 at 12
WhatsApp Image 2025-11-20 at 12
WhatsApp Image 2025-11-20 at 12
WhatsApp Image 2025-11-20 at 12
WhatsApp Image 2025-11-20 at 12

Gift Card Redemption:

Screenshot 2026-04-02 at 6

Additional Visuals:

WhatsApp Image 2025-11-20 at 12
WhatsApp Image 2025-11-20 at 12
WhatsApp Image 2025-11-20 at 12
WhatsApp Image 2025-11-20 at 12

Recently Updates

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

Estimates: Auto-Invoicing post acceptance

Introducing Dynamic Countdown Timer!

Automate Tagging Based on Campaign Interactions

Invoices: Now supports Bank only transfers

Attachments in Estimates & Invoices

Estimates: Custom Values and Partial Quantity Support

Preview and CC now enabled in emails of Documents & Contracts

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