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Integra Customer Suite

Every customer, one connected record

Leads, deals, campaigns, service, conversations and loyalty, connected in one system.

Built for sales, marketing and service teams of every size, in any country, on any device.

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  • Sales Teams
  • Marketing Teams
  • Service Desks
  • Channel Partners
modules
34modules
groups
10groups
industries
5industries

Why Integra

From scattered tools to one customer record

Many businesses keep leads in spreadsheets, deals in inboxes and complaints in a separate helpdesk. The Customer Suite puts sales, marketing and service on one customer record, so every team sees the full story.

Fewer lost leads, happier customers

  1. 01Without Integra: Leads lost in inboxes and spreadsheets
    With Integra Customer Suite: Every lead captured, scored and assigned
  2. 02Without Integra: Deals forecast from memory
    With Integra Customer Suite: A live pipeline with forecasts by team
  3. 03Without Integra: Campaigns sent to everyone the same way
    With Integra Customer Suite: Segmented campaigns and automated journeys
  4. 04Without Integra: Complaints tracked in a separate helpdesk
    With Integra Customer Suite: Cases on the same customer record as sales
  5. 05Without Integra: Promised response times missed
    With Integra Customer Suite: SLAs with escalations before they breach
  6. 06Without Integra: Customers repeat their story on every channel
    With Integra Customer Suite: Email, chat, WhatsApp and calls in one inbox
  7. 07Without Integra: No idea which customers are about to leave
    With Integra Customer Suite: Feedback, health scores and churn alerts

Highlights

Lead to loyal customer

One journey, one record

From the first enquiry to renewal and referral, every step is recorded once and shared with sales, marketing and service.

  1. 1

    Capture

    Leads from forms, chats, calls and campaigns land in one place.

  2. 2

    Qualify

    Scoring and rules send the best leads to the right person.

  3. 3

    Win

    Pipeline, activities and approved quotes close more deals.

  4. 4

    Onboard

    Orders, invoices and onboarding plans start the relationship well.

  1. 5

    Support

    Cases tracked against SLAs on every channel.

  2. 6

    Self-serve

    A portal and knowledge base answer common questions.

  3. 7

    Reward

    Loyalty points, surveys and offers keep customers close.

  4. 8

    Grow

    Renewals, upsells and referrals tracked by account.

Service & Satisfaction

Service that customers remember

Resolve requests faster on every channel, and see who is happy and who is at risk.

  1. 1

    One shared inbox

    Email, chat, WhatsApp and social messages handled in one place.

  2. 2

    SLAs that hold

    Response and resolution targets with escalations before breach.

  3. 3

    Answers on hand

    A knowledge base for agents and customers, suggested on each ticket.

  4. 4

    Satisfaction measured

    CSAT and NPS after every interaction, with follow-up on low scores.

Modules

Every module in Integra Customer Suite

34 modules in 10 groups. Start with what you need and switch on the rest as you grow.

Group 01 · 4 modules

Leads & Pipeline

Group 02 · 3 modules

Accounts & Contacts

Group 03 · 4 modules

Quotes & Selling

Group 04 · 3 modules

Marketing & Journeys

Group 05 · 5 modules

Customer Service

  • Cases & TicketsEvery request tracked from first contact to resolution.From Starter
  • SLAs & EscalationsResponse and resolution times kept, with escalations.From Growth
  • Knowledge BaseAnswers for agents and customers in one library.From Growth
  • Self-Service PortalCustomers raise requests and find answers themselves.From Growth
  • Field ServiceTechnicians scheduled, dispatched and reporting from site.Add-on
Group 06 · 3 modules

Omnichannel & Contact Centre

Group 07 · 3 modules

Feedback & Loyalty

Group 08 · 2 modules

Partners & Channels

Group 09 · 2 modules

Communication Engine

Group 10 · 5 modules

Intelligence & Platform

  • Reports & DashboardsPipeline, service and campaign numbers at a glance.From Starter
  • Workflow & AutomationRules that move work forward without manual effort.From Growth
  • Mobile CRMPipeline, contacts and tickets on the phone, even offline.From Starter
  • Integra AIAI built into every module. It suggests, people decide.From Enterprise
  • Integrations & APIsEmail, calendar, telephony and other systems connected.From Starter

Optional packs

  • Contact Centre Pack

    Teams handling calls and chats at volume

  • Field Service Pack

    Teams that send technicians to customer sites

  • Partner Portal Pack

    Businesses selling through resellers and channel partners

Connected customers

Connected to every customer touchpoint

Email, phones, chat, WhatsApp and your other systems connect to the same customer record.

  • Email and calendar

    Two-way email and calendar sync, with every message logged on the record.

  • Telephony

    Click-to-call, call logging and recording from cloud telephony.

  • Website and chat

    Web forms and chat widgets feed leads and tickets straight in.

  • WhatsApp and SMS

    Two-way WhatsApp and SMS conversations in the shared inbox.

  • Commerce and finance

    Quotes become orders and invoices in Integra Commerce and Finance.

  • Mobile apps

    Pipeline, contacts and tickets on the phone, even offline.

  • Secure role-based access

    Each team sees only the records and fields its role allows.

  • APIs & webhooks

    Open APIs connect marketing tools, websites and other systems.

Integra AI

Smarter every day, with people in control

AI built into every module. It suggests, people decide.

  • 01

    Deal Predictions

    Likelihood to win and next best action for every open deal.

  • 02

    Reply Suggestions

    Draft replies for agents from the knowledge base and history.

  • 03

    Ticket Classification

    Incoming tickets sorted by topic, priority and sentiment.

  • 04

    AI Assistant

    Ask about pipeline, accounts or service in plain language.

AI suggests, people decide. Every AI action is approved and logged.

Brochures

Brochures for Integra Customer Suite

Read them online or download the PDF to share with your team.

Industries that run on Integra Customer Suite

Get started

Let's build your connected customer teams

Tell us how your teams work and we will show you the Customer Suite running your sales and service.

Book a demoTalk to sales
  1. 01

    Discover

    We map your sales, marketing and service processes.

  2. 02

    Configure

    Pipelines, fields, SLAs, templates and roles are set up.

  3. 03

    Connect

    Email, telephony, chat and WhatsApp are linked.

  4. 04

    Migrate

    Contacts, accounts, open deals and tickets are loaded.

  5. 05

    Train

    Sales, marketing and service teams get started.

  6. 06

    Grow

    Add teams, channels and partners any time.