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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

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Email Statistics Dashboard Updates

What we did We made statistics for the new default landing page in Email Marketing. Introduced a dummy data view so new users can explore without sending a campaign. Added UI indicators to show when you’re viewing dummy data. Once you send your first campaign,...

CRM Contacts And Client Portal

Overview We’ve added a new feature to the Document Management System in the Contacts section, enabling seamless integration with the Client Portal. CRM users can now share files directly with contacts and receive uploads from the Documents area. Why does it matter?...

Estimates: Now support Payment Schedules/Deposits/Installments

What’s New? Create installment plans on your Estimates, splitting the total into multiple payments. This will help you collect deposits directly on the invoice created post acceptance. Choose between Percentage-based or Fixed-amount schedules. Configure First Payment...

Add Guests – Enhancements

We’ve introduced new improvements to the ‘Add Guests’ experience, giving you more control over how guests are handled during appointment bookings. What’s New? Payment Calculation Based on Attendee Count You can now configure calendars to automatically...

Appointment Modal – Now in a Side Drawer

We’re excited to introduce a new way to view and manage appointments with the Appointment Side Drawer—a sleek, scalable design that brings a more efficient experience across the platform. What’s New? Appointment Modal Now Opens in a Side Drawer The appointment modal...