Unlock the Full Potential of Your Business with CRM Ultimate Plan
Experience the ultimate in efficiency, integration, and growth potential. CRM Ultimate Plan is your all-in-one solution to revolutionize how you manage customer relationships, projects, and communications.
Seamless Communication Central.
Step into the future of customer interaction with our CRM Core Suite. Lead Tracking and Google My Business integration streamline your engagement, ensuring you never miss a beat.
Never Miss a Lead
Maximize every opportunity with Lead Tracking and Google My Business Chat. Capture leads efficiently as they come and engage prospects directly through Google's powerful platform.
Engage Instantly, Engage Smartly
With Web Chat Integration and Facebook Messenger Integration, your business is poised to respond swiftly and intelligently to every inquiry.
Automated Convenience, Enhanced Reputation
Protect and polish your brand's image with our proactive Reputation Management system, keeping your business esteemed in the digital arena.
Instant Engagement, Endless Opportunities
Utilize our CRM's auto-reply for missed calls and our robust messaging system integrations to engage with your customers instantly.
Reputation as a Service
In the digital age, a business’s reputation is visible to the world. Our CRM tools proactively manage your online presence by tracking customer feedback and prompting timely responses.
Proactive Feedback Management
Our tools actively solicit customer feedback and prompt timely responses to any concerns.
Financials and Feedback Made Easy
Dive into financial clarity with our Invoicing System and QuickBooks Integration, simplifying your transactions and bookkeeping. Gather invaluable insights with our General and Surveys Forms, empowering you to make data-driven decisions that resonate with your customers' needs and expectations.
Simplified Invoicing, Amplified Cash Flow
Streamline your billing with our CRM's integrated invoicing system. Create, send, and manage invoices with ease, accelerating the payment process and improving cash flow.
Financial Follow-ups, Focused Results
With SMS payment reminders, our CRM takes the discomfort out of financial follow-ups. This automated feature ensures timely payment reminders are sent, reducing the outstanding receivables and maintaining a healthy revenue stream, all while keeping customer relations positive and professional.
Unleash the Power of CRM Ultimate Suite
Discover the Pro Tools Designed for Your Business Success
Core Features
Customers and Leads Management
Manage and nurture your customer and lead information all in one place, ensuring every opportunity gets noticed.
Lead Tracking
Monitor lead progression with detailed tracking tools to understand better and enhance your sales funnel.
Google My Business Chat Integration
Connect instantly with clients searching for your services through Google My Business chat integrations.
Google My Business Call Tracking
Analyze and optimize your customer calls with comprehensive tracking directly linked to your Google My Business listing.
Chat Live on your web, Convert More
Integrate live web chat on your site to engage visitors directly, increasing conversion rates and customer satisfaction.
Guard Your Online Prestige
Manage your online reputation by monitoring and responding to reviews and feedback across multiple platforms.
Seamless Conversations on Social Media
Enhance your customer engagement with our Facebook Messenger Integration feature. Seamlessly connect your CRM with Facebook Messenger to interact directly with clients and leads through your favorite social platform. This integration enables you to manage conversations, respond to inquiries, and provide support in real-time, all from within the INTEG CRM interface.
Never Miss a Lead Again
Set up auto-replies for missed calls to ensure customers are always acknowledged, enhancing service and response times.
Prompt Payments, Happy Finances
Send automated SMS payment reminders to clients, ensuring timely payments and improved cash flow.
Simplify Transactions with Text
Request and process payments securely and conveniently through SMS, making transactions easier for both you and your clients.
Complete Invoicing System
Generate, send, and manage invoices seamlessly from within the CRM, streamlining your billing process.
Sell Your Products or Services
Keep track of your products and services within the CRM to efficiently manage and promote your offerings.
Custom Forms for Every Need
Create and utilize custom forms for any business need, from customer feedback to service requests, streamlining data collection.
Gather Insights with Targeted Surveys
Deploy survey forms to gather valuable customer insights, helping you make informed decisions and improve services.
Adaptable Custom Values
Tailor your CRM to fit any industry with adaptable custom values. Define unique metrics like 'Project Stage,' 'Client Tier,' and 'Service Type' to align the platform with your specific business model and workflow, ensuring a perfect fit for your operational needs.
Flexible Custom Fields
Personalize every aspect of your CRM experience with flexible custom fields. Incorporate industry-specific data points such as 'Contract Expiry,' 'Warranty Status,' or 'Case Priority' into your customer profiles and records, allowing for a completely customized approach to managing all your business relationships.
Calendar Schedule Operations
Master your schedule with our Calendar Schedule Operations feature. Seamlessly integrate personal and professional events, ensuring flawless time management and operation efficiency.
Appointments Management
Elevate your appointment setting with comprehensive management tools. Schedule, modify, and easily manage appointments, ensuring optimal organization and client satisfaction.
Customer Follow Up Surveys
Deepen your customer relationships through targeted follow-up surveys. Gather valuable feedback, measure satisfaction, and precisely tailor your services to meet client needs.
Tracking Projects
Keep your projects on track with our intuitive tracking system. Monitor progress, assign tasks, and update statuses in real time for unparalleled project management clarity.
Email and SMS Templates
Streamline your outreach with customizable email and SMS templates. Craft compelling messages quickly, ensuring consistent, professional communication across all channels.
Email Campaigns
Launch powerful email campaigns that captivate and convert. Design, send, and track email communications precisely, optimizing your marketing efforts for maximum impact.
INCLUDE 14000 SENDS PER MONTH
Maximize Your Social Media Impact
Strategically plan and schedule your social media content across platforms with our Social Planner. Increase engagement, reach your target audience effectively, and analyze performance to refine your social strategy.
Document Management
Proposals and Estimates
Generate and manage proposals and estimates effortlessly, speeding up your sales cycle and improving client satisfaction with professional, timely documents.
Contracts and Agreements
Create, send, and store contracts and agreements within a secure environment, reducing paperwork and enhancing operational efficiency.
Efficient Digital Signatures
Request and obtain digital signatures seamlessly, ensuring a faster turnaround while maintaining security and legality.
Interactive Builder
Intuitive Funnels Builder
Design and implement effective sales funnels with our intuitive builder, optimizing your conversion rate through targeted customer journeys.
Create Captivating Landing Pages
Build engaging, high-converting landing pages with ease, enhancing your marketing campaigns and customer engagement.
Community and Memberships
Communities and Social Groups
Build and manage vibrant online communities and social groups, strengthening brand loyalty and customer relationships.
Exclusive Membership Management
Build engaging, high-converting landing pages with ease, enhancing your marketing campaigns and customer engagement.
Educate and Engage with Online Courses
Create and distribute educational content through online courses, adding value for your customers and establishing your brand as an industry leader.
Affiliate System
Launch powerful email campaigns that captivate and convert. Design, send, and track email communications precisely, optimizing your marketing efforts for maximum impact.
Automatizations and Reporting
Automations and Workflows
Set up custom automations and workflows to streamline repetitive tasks, allowing you to focus on strategic activities.
Actionable Triggers for Engagement
Utilize trigger links to automatically perform actions within your CRM, enhancing customer interactions and data collection.
Instant Reactions to Customer Actions
Configure triggers to respond immediately to customer behaviors, personalizing the customer experience and boosting engagement.
Reporting Dashboard
Access comprehensive reports and analytics from your dashboard, gaining valuable insights into your business performance.
Users Management
Team Collaboration and Control
Manage your team's roles and access within the CRM, ensuring efficient collaboration and data security
Roles and permissions per user
Customize roles and permissions for each user, safeguarding sensitive information and optimizing operational flow.
Quickbooks Integration
Simplify your accounting and financial management with seamless QuickBooks integration. Sync your CRM data with QuickBooks to streamline invoicing, expense tracking, and financial reporting. Enjoy automated updates and real-time financial insights directly within your CRM, ensuring accuracy and saving time.
Social Media Integrations
Full integration with your Social profiles: Facebook, Google, Instagram, TikTok, LinkedIn, Twitter X, and more.
Slack Integration
Enhance team collaboration and communication with Slack integration. Connect your CRM to Slack to receive instant updates, share customer insights, and collaborate on tasks without leaving your workspace. This integration ensures your team stays aligned and informed, boosting productivity and customer response times.
Embrace the Future with CRM Ultimate Plan - Start Today
Ready to revolutionize your business with the CRM Ultimate Plan? Click here to begin your journey to unparalleled efficiency, growth, and customer satisfaction. The future of CRM is here, and it's yours to seize.
Frequently Asked Questions
What distinguishes the CRM Ultimate Plan from other plans?
The CRM Ultimate Plan is our most comprehensive package, offering advanced features and integrations beyond the Core and Pro plans. It includes everything from customer and lead management to document management, automation workflows, and community building tools. Designed for businesses seeking the utmost in efficiency, customization, and scalability, it’s the ideal solution for those ready to maximize their CRM capabilities.
Can I integrate the CRM Ultimate Plan with external software and platforms?
Yes, the CRM Ultimate Plan comes with extensive integration capabilities, including QuickBooks for accounting, social media networks like Facebook and Instagram for marketing, and Slack for internal communications. These integrations streamline your workflows and provide a more cohesive user experience.
Is the CRM Ultimate Plan suitable for businesses of all sizes?
Absolutely. While the CRM Ultimate Plan offers depth and breadth in features that can significantly benefit large enterprises or rapidly growing businesses, its scalability and customizable nature make it a powerful tool for small businesses looking to expand their operations and enhance their customer engagement strategies.
What kind of support can I expect with the CRM Ultimate Plan?
Subscribers to the CRM Ultimate Plan receive premium support, including dedicated account management, 24/7 technical support via email, chat, and phone, as well as access to an extensive knowledge base and training materials. Our goal is to ensure you maximize the value of your CRM investment.
How does the CRM Ultimate Plan handle data security and privacy?
Data security and privacy are paramount in the CRM Ultimate Plan. We adhere to stringent data protection regulations, including GDPR and CCPA, ensuring your and your customers' information is securely managed and protected with the latest encryption and security protocols.
Can I customize the CRM Ultimate Plan to fit my specific business needs?
Yes, one of the standout features of the CRM Ultimate Plan is its high degree of customizability. From custom fields and values to tailor-made workflows and reporting dashboards, the plan is designed to adapt to your unique business processes and requirements, providing a truly personalized CRM experience.