Teams

Built for every team
in your business.

Tools designed around how each team works, unified in one platform.

Grow your pipeline and close with confidence.

Manage the complete customer lifecycle, from first contact through every project and service visit.

Explore the Sales team features ›
A customer in IntegrateA customer in Integrate

Precise system design, from concept to proposal.

Create professional system documentation in-house, without expensive CAD software, a dedicated drafter or outside design firms.

Explore the Engineering & Design team features ›
Cinema Coming soon
Blueprint Designer in IntegrateBlueprint Designer in Integrate
Rack Designer in IntegrateRack Designer in Integrate
Schematic Designer in IntegrateSchematic Designer in Integrate
Wall Panel Designer in IntegrateWall Panel Designer in Integrate

Source and purchase with complete control.

Place purchase orders with your distributors in a single click.

Explore the Purchasing team features ›
An order in IntegrateAn order in Integrate

Accurate inventory, from receiving to the job site.

Manage your products, packages, services, recurring plans and install fees in one catalog that powers every estimate and proposal.

Explore the Inventory team features ›
The Integrate catalogThe Integrate catalog

Deliver every project from kickoff to completion.

Schedule every project, assign it to your techs, and track it from start to hand-off to completion as the work gets checked off in the field.

Explore the Project management team features ›
A project in IntegrateA project in Integrate

Exceptional service, long after the install.

Give your service department one place to manage and resolve every troubleshooting ticket.

Explore the Client Care team features ›
A service ticket in IntegrateA service ticket in Integrate

Run the business side with clarity and control.

Every payment on every job, with deposits, balances and how each one was paid.

Explore the Back office team features ›
John Rodriguez's paid invoice in IntegrateJohn Rodriguez's paid invoice in Integrate

Make confident decisions with a complete view of the business.

Understand your revenue, gross margin and true project margin, with reporting built on your real business data.

Explore the Leadership team features ›
Financial in IntegrateFinancial in Integrate

Meet amp. Your entire business, one conversation away.

amp is the AI assistant built into ıntegrate. Ask it to create a customer, build a proposal or check a project, and it gets done, from any screen or from behind the wheel.

See how it works ›
amp sending Harborview Hotel & Spa a proposal and revising itamp sending Harborview Hotel & Spa a proposal and revising it
amp updating Camille Rousseau's theater design and booking a site walkamp updating Camille Rousseau's theater design and booking a site walk
amp ordering John Rodriguez's gear and booking his trim-outamp ordering John Rodriguez's gear and booking his trim-out
amp handling James Hartwell's service call and renewalamp handling James Hartwell's service call and renewal
amp reporting sales and margin for the monthamp reporting sales and margin for the month