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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

Docs & Contracts: Reorganize document pages

What’s new? Users can now drag & drop and reorganize pages within a Contract View snippets of pages in the mini page view in the left panel How to use it? Go to Payments -> Documents & Contracts -> New Document Go to the Pages section in the left nav bar...

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...