Integra CRMIntegra CRM
One revenue platform for leads, pipeline, quotes, outreach, campaigns, helpdesk and analytics — with automations that actually run, numbers you can trust, and an AI layer powered by Anthropic Claude that works inside your own data, under your own roles.
Leads arrive on WhatsApp, follow-ups live in someone's head, quotes die in an inbox, and the dashboard was last believed in 2024. The global CRMs fix this — for a per-seat, per-hub, per-add-on price that most Gulf and Indian mid-market companies never see a return on.
A real 34-field Lead object, scored and assigned; one-click conversion that matches existing accounts and contacts and locks the lead behind it.
Workflows, sequences and campaigns execute on real events through a transactional outbox and worker — every run logged, every condition result visible.
Emailed quotes open on a login-free accept / decline page. Acceptance syncs the deal value, notifies the owner and locks the quote.
Tickets with SLA sweeps, assignee, canned responses and automatic CSAT surveys — next to the account's deals and campaigns.
Claude-powered assistant, drafting and analysis — bounded by the user's permissions, labelled by engine, logged per feature, with your own key.
Plus: roles & permissions · custom fields & picklists · quotas & territories · ⌘K command palette · audit log · API keys · notifications · knowledge base
Create leads by hand, import a CSV with header mapping, or post from your website through the API. Scoring rules rate every lead on arrival; assignment emits an event.
Sequences and tasks work the lead. When it's real, convert — the Account and Contact are matched or created, a Deal opens in the pipeline, the lead locks.
Kanban stages record history; products and forecast category shape the number; workflows fire on stage change; the AI drafts the next email and flags risk.
The quote is accepted on a public page and syncs the deal. Won fires a webhook to Finance. Support tickets, SLA and CSAT live on the same account.
Every change writes a domain event in the same transaction. A dedicated worker turns those events into tasks, emails, stage moves, notifications and webhook calls — reliably, with retries, and with a log you can read.
{{first_name}} templatingX-Integra-SignatureTickets with unique numbers, priority borders and clickable stat filters · SLA policies per priority with progress bars and worker-driven breach sweeps · threaded public replies vs internal notes · assignee control and canned responses · open → in progress → waiting → resolved → closed.
Category tree, search, publish / draft, internal-only articles, view counts and helpful / not-helpful feedback · on first resolve the contact receives a 1–5 satisfaction survey captured through a public link and shown as stars on the ticket · NPS and satisfaction reports with honest nulls.
Integra CRM embeds Anthropic Claude into the revenue workflow — grounded in your own records, bounded by the requesting user's permissions, labelled so nobody mistakes a template for intelligence, and logged so cost is never a surprise.
engine: ai | template | heuristic — shown as a badge in the UISet ANTHROPIC_API_KEY in your deployment and the same screens light up — no new licence tier, no migration. Token usage is recorded per feature and user in ai_usage. Your customer data never trains anyone's model. Without a key, every feature degrades to a clearly-labelled non-AI mode.
Convert matches the Account by company and the Contact by email before creating anything; optionally opens a Deal; the lead locks read-only with a link to what it became.
Drag a deal between stages and the transition is recorded automatically — real velocity, ageing and conversion-by-stage data instead of guesses.
Tokenised, login-free, printable page. Accepting syncs the deal value, notifies the owner and locks the quote; the link is copyable even before SMTP is set up.
Email, call, task, wait and LinkedIn steps scheduled by the worker; enrolment view with step progress and pause / resume / stop; duplicate active enrolments blocked.
Tracking pixel, click redirects and a public unsubscribe page that sets the contact's opt-out — open and click rates you can quote in a board meeting.
Builder with condition rows and per-action config; a Runs panel shows every execution with each condition's result — so "why didn't it fire?" takes seconds.
SLA breach state computed and stored by the worker, warnings and breach notifications to the team, and an automatic 1–5 satisfaction survey on resolve.
⌘K / Ctrl+K from anywhere: jump to any workspace or search live across leads, contacts, accounts, deals and tickets — scoped to the user's permissions.
18 charts and 15 reports from live data only; "No data available" instead of sample datasets; ~50 insights computed from the payloads so prose never contradicts the chart.
| Capability | Integra CRM | Salesforce | HubSpot | Zoho CRM | Pipedrive | Freshsales |
|---|---|---|---|---|---|---|
| Sales, marketing & service in one product | ✓ | Separate clouds | Separate hubs | Zoho One bundle | Add-ons | Freshdesk separate |
| Cloud or on-premise deployment | ✓ | Cloud only | Cloud only | Cloud only | Cloud only | Cloud only |
| Dedicated database per customer | ✓ | Shared tenant | Shared tenant | Shared tenant | Shared tenant | Shared tenant |
| AI with your own provider key, labelled by engine | ✓ | Vendor AI | Vendor AI | Vendor AI | Vendor AI | Vendor AI |
| Workflow run logs with per-condition results | ✓ | Flow debug | Partial | Partial | ✗ | Partial |
| Login-free public quote accept / decline | ✓ | CPQ add-on | ✓ | ✓ | Add-on | Partial |
| Helpdesk with SLA & CSAT on the same record | ✓ | Service Cloud | Service Hub | Zoho Desk | ✗ | Freshdesk |
| Conversation intelligence included | ✓ | Add-on | Higher tier | Partial | ✗ | Partial |
| Open REST API & signed webhooks | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ |
| Audit trail on every record change | ✓ | Field history | Partial | ✓ | Partial | Partial |
| Native link to Integra Finance & Ontrack ERP | ✓ | ✗ | ✗ | ✗ | ✗ | ✗ |
| Source-level customisation on your deployment | ✓ | Platform-bound | ✗ | Platform-bound | ✗ | ✗ |
My leads, my deals, my tasks — scoped automatically. Convert in one click, drag deals through the kanban, let the AI draft the follow-up and tell you which deal is going cold.
Forecast categories, stage history and quotas feed a leaderboard, win / loss analysis and a dashboard that loads eight live aggregates — with help requests surfacing from the team.
Score on arrival, enrol in a sequence from a workflow, measure campaigns with real opens and clicks, and tier your target accounts for ABM plays.
Priority-aware SLA policies with breach sweeps, assignee routing, canned responses, internal notes, a knowledge base — and CSAT scores arriving on every resolved ticket.
Custom fields and picklists, workflow builder with run logs, webhooks with delivery logs, API keys with the owner's RBAC, user hierarchy, and an audit trail on every change.
Integra CRM beside Integra Finance, Ontrack ERP and WMS — deal won fires a webhook to Finance, cloud or on-premise with UAE data residency, dedicated database per company.
Admin · Manager · Sales Rep · Viewer. Reps see only what they own or are assigned; viewers are read-only; masters, settings and users need admin — enforced server-side on every endpoint.
bcrypt hashing, 30-minute access tokens, rotating single-use refresh tokens with revocation on logout, login rate limiting, closed self-registration.
SMTP credentials encrypted at rest (Fernet); API keys hashed and shown once; webhook signing secrets one-time; fail-fast on default secrets outside development.
Every create, update and delete on contacts, accounts, deals, activities, products, quotes and tickets recorded with actor, entity and changed fields — in the same transaction.
220+ REST endpoints, ik_ API keys carrying the owner's RBAC, HMAC-SHA256 webhooks on 13 events with delivery logs, CSV import / export, honest SMTP and AI status.
PostgreSQL with 55 tables and 183 indexes, Alembic migrations, sequence-backed unique numbering, integrity errors mapped to clean API responses, 47 automated tests.
Lead → Account + Contact + Deal with duplicate matching, stage history and forecast categories — Salesforce-grade modelling.
Outbox + worker, run logs, delivery logs. Nothing is marked done that didn't happen.
Zero fallback datasets, insights computed from live payloads, honest nulls when there's no data.
Claude with your key, bounded by roles, every answer tagged by engine, usage logged per feature.
Full-page lead, contact, account and deal views with deep links from search, notifications and the assistant.
Reply detection to exit sequences automatically; email-to-ticket for the service desk.
Pinned filters, mass update / assign, and scoring that reacts to opens, clicks and activity.
Round-robin ticket routing, scheduled campaigns, and multi-company on one installation.
Bring a spreadsheet of leads and last quarter's open deals. We'll show you conversion, a live workflow, a quote accepted on a phone and the AI assistant — on your data, in one session.