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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

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Automate Tagging Based on Campaign Interactions

Adding tags based on interactions with email campaigns was difficult, limiting personalization and effective targeting. What did we do? Automatically add tags based on user interactions (e.g., link clicks, email opens) by configuring the rules in the send or schedule...

Invoices: Now supports Bank only transfers

What’s New? Enhanced Payment Method Configuration Global and Local Settings: Configure preferred payment methods globally for all invoices or customize them at the invoice level. Per-Invoice Customization: Modify payment methods for individual invoices without...

Attachments in Estimates & Invoices

What’s New? Users can now attach up to 10 files to an estimate that will accompany the email. The total file size limit is 20MB per estimate. Attachments provide flexibility to include additional documents like specifications, terms, or visual materials. The feature...

Estimates: Custom Values and Partial Quantity Support

What’s Changed? Custom Values in Estimates Business users can now leverage custom values when sending estimates to their customers in the terms and notes section. These custom values can be configured at: Editor level: Adjust specific values directly while...

Preview and CC now enabled in emails of Documents & Contracts

What’s New Email Template Preview: Easily preview and customize your email templates before sending. CC on Document Emails Add CC recipients when completing and sending documents for better collaboration. Global CC settings will apply to: Templates Individual...