Integra Customer Suite · Intelligence & Platform
Workflow & Automation
Rules that move work forward without manual effort.
Available from the Growth plan
What it includes
- Workflow rules
- Approval processes
- Field updates and alerts
- Blueprint processes
More in Intelligence & Platform
- Reports & DashboardsPipeline, service and campaign numbers at a glance.From Starter
- 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.