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Integra

Integra Customer Suite · Accounts & Contacts

Accounts & Contacts

One record for every customer and stakeholder.

Available from the Starter plan

What it includes

  • Company and contact records
  • Account hierarchies
  • Relationship maps
  • Custom fields
  • Complete history

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.

  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.