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CRM Software: Manage Customers and Sales in One Place

Integrion CRM keeps contacts, companies, deals, emails, WhatsApp conversations and documents on the same record. Your sales team sees everything about a customer on one screen.

Why CRM Software Matters

Customer information is usually scattered: contacts in a spreadsheet, conversations in inboxes, quotes in a folder, collection status in accounting. Integrion CRM brings these pieces together, so every customer record carries its own history.

The system is flexible. You start with ready-made contact, account, deal and product boards, then add your own fields and boards without writing code. That is why different industries, from consulting to manufacturing, can adapt the same platform to their processes.

Key Features

CRM Software Capabilities

Contacts and Accounts

Link contacts to the companies they belong to. Notes, documents and events live on the record.

Deal Pipeline

A visual deal board with stages, owners, amounts and priorities. Pipeline value and win rate are calculated on the dashboard.

Email Integration

Connect your personal mailbox. Incoming and outgoing emails are matched automatically to the right contact, company and deal.

WhatsApp Conversations

Run customer conversations from inside the CRM; the message history stays on the record and cannot be deleted.

Quote, Order, Invoice

An accepted quote becomes an order, a project or an invoice. You never re-enter the same data.

Automations

Create tasks, send notifications and update records with trigger-condition-action rules.

How Does the Sales Process Work?

  • A lead is saved as a contact and a company; their conversations attach to the record automatically.
  • The deal opens on the board and moves from stage to stage; team members collaborate with comments and @mentions.
  • A quote is prepared and sent as a PDF; when it is accepted, an order, project or invoice is created.
  • Invoice and collection status show on the deal record, so sales follows the outcome on its own screen.
FAQ

Frequently Asked Questions

Yes. You can start from ready-made templates and add only the fields you need. No software skills are required for setup.

Yes. Adding a column or creating a new board needs no code. Your team defines its own data rules.

You connect your personal mailbox (with an App Password or Google/Microsoft OAuth). Incoming and outgoing emails are matched to the right contact, company and deal by email address.

Yes, a mobile app for field and manager teams. It works offline and syncs when the connection returns.

Each organization's data is kept isolated. Roles and permissions let you decide who sees what.

Other modules:

ERP Integration Finance Management Project Management

More on the blog: Customer Experience · Workflow Automation

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