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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

Video Tutorials

Step-by-step video guides.

Tutorials

► PAYMENTS SECTION

 

How To Create a New Invoice

How To Create a Recurring Invoice Template

How To Create a New Estimate

How To Request a Payment by Text Message

How To Record a Payment Manually

How To Create a Product or Service

How To Request a Payment by Email

Invoice Settings - Business Information

Invoice Settings - Email Configurations

Invoice Settings - Payment Settings

Invoice Settings - Product settings

Invoice Settings - Reminder Settings

Invoice Settings - Title and Terms

Launch Yourself Into The Future.

Ready to transform how you manage your customer relationships? Explore our CRM plans to find the perfect fit for your business needs. Each plan is designed to enhance your capabilities, streamline your operations, and boost your customer engagement.