Part of IntegerERP

Customer profilesCredit & refundsUnified POSDealer tiers
Customer profilesBuild a single profile per customer, segmented by behavior, value, or any tag you define.
Credit & refundsTrack store credit, refunds, and adjustments against each customer's history.
Unified POSIn-store and online sales recorded against the same customer and inventory data.
Dealer tiersManage discount tiers, credit limits, and billing cycles per dealer or distributor.

IntegerERP CRM unifies customer profiles, POS, and dealer tier management so sales and retail teams grow revenue from one view of the customer.

Request demoTalk to sales

Built for Sales teams and SMB retailers

Customer history scattered across POS, spreadsheets, and chat makes it impossible to spot your best customers or manage dealer relationships consistently.

  • Customer profiles with tagging/segmentation

    Build a single profile per customer, segmented by behavior, value, or any tag you define.

  • Credit & refund management

    Track store credit, refunds, and adjustments against each customer's history.

  • Unified POS

    In-store and online sales recorded against the same customer and inventory data.

  • Dealer/distributor tier management

    Manage discount tiers, credit limits, and billing cycles per dealer or distributor.

Add any module to the same record

CRM already shares one data layer with the rest of the suite, so a second module never means a second silo.

Inside CRM

The screen your team works in every day, with CRM open in the suite.

Sample data. Click rows, tabs and filters to explore.

How CRM connects

The two modules CRM trades the most data with.

Commerce

Commerce

Chat and order history sit on the profile your sales team already works from.

Finance

Finance

Dealer credit limits and billing cycles check against live receivables.

CRM integrations

The tools that read from and write to the CRM record.

Open API

Anything with an API can plug into the same shared record.

Talk to an engineer
  • ChatGPTAI
    Draft replies and listings from live order data.
  • WhatsAppCommunication
    Send order updates and payment reminders to customers.
  • LINECommunication
    Reply to customers and take orders from LINE chats.
  • TelegramCommunication
    Order alerts and approvals, plus status checks in chat.
  • ViberCommunication
    Message customers about orders, saved to their profile.
  • Not listed?Request an integration
Also in the suiteSlackGoogle GeminiGitHubShopeeMicrosoft TeamsJiraTikTok ShopClaudeGitLabShopifyPerplexityLinearMistral AI

Frequently asked questions

Common questions about IntegerERP CRM.

Have another question?

Send email
5 questions

Request a demo

Pricing is quoted per seat and module. Tell us a little about your team.

All fields are required.

Stop reconciling. Start running.

See what month-end looks like when every module already agrees.

Request demo