Integra Customer Suite · Intelligence & Platform
Reports & Dashboards
Pipeline, service and campaign numbers at a glance.
Available from the Starter plan
What it includes
- Sales dashboards
- Service dashboards
- Custom report builder
- Scheduled reports
More in Intelligence & Platform
- 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
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.