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Integ CRM Overview

A complete walkthrough that shows how the platform works

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For solo business owners, freelancers, and independent professionals.

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

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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.

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

  • Free Onboarding
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  • Funnels, messages, and workflows ready to use.

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Guest Enhancements in Calendars

September 23, 2026

We’ve enhanced guest management for calendars, giving businesses more flexibility over the information they collect from guests while improving guest contact data.

Capture Guest Phone Numbers

Previously, guest details were limited to name and email. Businesses can now choose which information they want to collect for each guest:

  • Name & Email
  • Name & Phone
  • Name, Email & Phone
  • Guest Count Only — collect only the number of guests without creating guest contacts

When you collect guest details, the system automatically creates or matches a contact for each guest using their email and/or phone number.

For existing calendars:

Calendars already collecting guest details will continue with Name & Email, so the existing booking experience won't change.

For new calendars:

Guest details will default to Name, Email & Phone, helping businesses capture richer guest information from the start.

More Accurate Guest Timezones

Guest contacts created during a booking will now inherit the primary contact’s timezone

instead of automatically using the business timezone. If the guest already exists as a contact in the CRM, their existing timezone will remain unchanged.

Why This Matters

These enhancements allow businesses to:

  • Capture the guest contact information most relevant to them
  • Create richer guest contact records with phone numbers
  • Keep timezone information consistent across attendees

Recently Updates

New Big Feature: Invoice Custom Layouts

Guest Enhancements in Calendars

Multiple Meeting Durations Single Calendar

Custom Fields Dashboards and Reports

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

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