Integra Customer Suite · Accounts & Contacts
Customer 360
Orders, invoices, cases and messages on one screen.
Available from the Growth plan
What it includes
- Sales and service history
- Open invoices and dues
- Cases and feedback
- Communication log
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.
- 01
Discover
We map your sales, marketing and service processes.
- 02
Configure
Pipelines, fields, SLAs, templates and roles are set up.
- 03
Connect
Email, telephony, chat and WhatsApp are linked.
- 04
Migrate
Contacts, accounts, open deals and tickets are loaded.
- 05
Train
Sales, marketing and service teams get started.
- 06
Grow
Add teams, channels and partners any time.