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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

Contact Support

Talk to an Expert

New User Interface for Social Planner

Social Planner UI has been upgraded to bring more consistency and a better user experience. We are excited to announce that Social Planner has implemented some mind-blowing changes in UI/UX, such as: Bringing list view and calendar view side by side Name a filter, and...

Late Fee Option on Invoices

What’s new? You can now attach late fees to your invoice Available in global settings and as a well as invoice settings How to use it? To set up late fees for all invoices, go to invoice settings and then select payments. The configuration here will serve as a...

Add Card On File for your customers

Business users can now add and save credit or debit cards on file directly from a contact’s detail page under Payments. This feature enables you to securely store a customer’s card information, making it easy to charge the card later when needed. It is...

Documents Activity Tracking

What is the latest update? You can easily track a document’s entire history—from sent, edited, viewed, to sign—by clicking “view history” in the options menu. Hover over the contact icon to see the last viewed time and user actions that need to be...

Request Reviews using QR

We are excited to announce the launch of Reviews QR, a powerful new feature in our reputation management platform. With Reviews QR, you can effortlessly create and customize digital QR Codes to prompt customer reviews and boost your online presence. Key Highlights:...