The CRM built for agencies

Your agency grows.
Spreadsheets don't.

Ingegno is the platform that keeps your clients, deals, and team communications together. Every email and WhatsApp message stays linked to the right client — no more chasing information.

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Ingegno Dashboard

Ready in 3 steps 

1

Import your contacts

Upload contacts from an Excel file or add them manually. In minutes, everything is in one place.

2

Connect email and WhatsApp

Link your accounts and every message is automatically tied to the right client.

3

Manage everything from one place

Deals, tasks, deadlines, and communications: all visible, all under control.

You need a CRM when your work becomes complex 

As your client base grows, so does the amount of information to manage: contacts, deals, tasks, deadlines, documents.

Without a single system:
  • data gets fragmented
  • activities aren't tracked properly
  • client history gets lost over time

This CRM was built to bring structure to daily operations, keeping clients, deals, and activities fully under control, even as your team grows.

  • Centralized client records
  • Deals and opportunities always tracked
  • Tasks, deadlines, and follow-ups organized
  • Complete client history shared across the team

(Emails and WhatsApp messages stay part of the workflow, without switching tools)

Sales Pipeline

Deals always under control

Organize your deals in a clear and visual way, always knowing the status of each opportunity. Every stage is tracked, every update stays in the history, so the whole team works with the same information, without confusion or lost steps.

Deals always under control
WhatsApp integrated into your workflow
WhatsApp Integration

WhatsApp integrated into your workflow

WhatsApp conversations flow directly into the CRM and become part of your daily operations. Messages, follow-ups, and replies stay linked to the client, visible to the team and fully tracked over time, without using personal chats or losing information.

Integrated Email

Emails linked to clients and deals

Manage all your emails directly inside the CRM, without switching tools or losing context. Every sent and received message is automatically linked to the right client and deal, keeping the full history always available to the team.

Emails linked to clients and deals
Tasks and follow-ups always under control
Automation

Tasks and follow-ups always under control

Reduce manual work and operational errors by automating repetitive CRM activities. When a deal moves forward, a client replies, or a deadline approaches, the system automatically creates tasks, reminders, and follow-ups, so nothing gets missed and work stays organized.

Simple automations designed for daily operations, not for developers.

Proposals

Clear quotes, always linked to the client

Create and manage quotes directly inside the CRM, without scattered documents or duplicate versions. Each proposal stays linked to the client and the deal, with up-to-date status and complete history, so you always know what was sent, when, and with what outcome.

Fewer files, less confusion, more control over your sales process.

Clear quotes, always linked to the client
Appointments and tasks, always under control
Calendar

Appointments and tasks, always under control

Sync Google Calendar and Outlook bidirectionally, link every appointment to leads and deals, and view your team's activities in daily, weekly or monthly views. Everything stays in the right context, without leaving the CRM.

App Store

A CRM that grows with your workflow

The CRM includes a built-in App Store that lets you add new features only when you need them. You can enable dedicated apps directly inside the platform, extending the system without complexity and keeping a fully integrated experience. The result is a CRM that adapts to how you work, both today and as your business evolves.

A CRM that grows with your workflow

One tool instead of 12

Stop paying for separate subscriptions. With Ingegno you get everything in one platform.

CRM & Pipeline

Replaces

HubSpotSalesforcePipedriveZoho CRM

With Ingegno you get

Manage contacts, deals and sales pipelines with a CRM built for Italian SMBs. Without the complexity and cost of enterprise CRMs.

Integrated Email

Replaces

MailchimpBrevoActiveCampaign

With Ingegno you get

Every email sent and received is automatically linked to the contact. Gmail, Outlook or SMTP, all synced in the CRM.

WhatsApp Business

Replaces

TrengoRespond.ioWati

With Ingegno you get

Send and receive WhatsApp messages directly from the CRM. Complete history for every customer, visible to the whole team.

Quotes & Proposals

Replaces

PandaDocProposifyWord/Excel

With Ingegno you get

Create professional quotes in 2 clicks, linked to the deal. The client accepts online with a link.

Free app

Booking & Appointments

Replaces

CalendlyCal.comGoogle Calendar

With Ingegno you get

Turn your CRM into a complete appointment management platform. Clients book, you see everything in the CRM.

App Store

Cold Email Outreach

Replaces

InstantlyLemlistWoodpecker

With Ingegno you get

Send personalized email sequences to your leads automatically. Smart follow-ups that stop when the lead replies.

Automations & Workflows

Replaces

ZapierMaken8n

With Ingegno you get

Create visual workflows that trigger automatically: when a lead arrives, when a status changes, when a follow-up expires. No code needed.

Built-in AI

AI Agents

Replaces

ChatGPT APIAgentiveRelevance AI

With Ingegno you get

Intelligent agents integrated into workflows that use CRM tools: they reply to customers, qualify leads, send messages and update deals.

Live Chat & Smart Forms

Replaces

IntercomDriftTypeformTally

With Ingegno you get

Live chat widget for your website and smart forms with conditional fields to collect qualified leads directly into the CRM.

SDI integrated

Electronic Invoicing

Replaces

Fatture in CloudArubaTeamSystem

With Ingegno you get

Create and send electronic invoices directly from the CRM, linked to clients and deals. Automatic submission to the Italian SDI system included.

AI Voice

AI Voice Agent

Replaces

Traditional PBXReceptionistCall center

With Ingegno you get

AI phone agents that answer, qualify leads and book appointments on your behalf. They receive and make calls 24/7 with a natural voice.

Integrated Payments

Replaces

SumUpPayPal BusinessManual invoicing

With Ingegno you get

Collect payments via bank transfer or credit card directly from the CRM. Connect your Stripe account to accept card payments in a few clicks.

Built for teams who work with clients every day 

This CRM is designed for professional firms, agencies, and teams managing multiple clients who need structure, traceability, and control. It's not built for complexity, but for teams who want to work better every day.

What our customers say

  • We used to manage contacts across spreadsheets and scattered notes. With Ingegno we finally have a clear view of every client and every deal.

    Luca Bernasconi

    Luca Bernasconi

    CEO, TechCorp

  • Our team handles dozens of clients at once. Ingegno helped us never miss a follow-up and work in a much more coordinated way.

    Laura Frigerio

    Laura Frigerio

    Founder, ModaOnline

  • We were looking for a simple but complete CRM, without spending months on training. Ingegno is exactly what we needed.

    Marco Greco

    Marco Greco

    Operations Manager, Risto

  • Clients message us on WhatsApp and we reply from the CRM. The full history is saved, even when a colleague is away.

    Elena Giordano

    Elena Giordano

    Product Manager, FitLife

  • We tried HubSpot and Salesforce. Way too complex for a team of 8. Ingegno does exactly what we need.

    Riccardo Fontana

    Riccardo Fontana

    Marketing Director, TravelNow

  • Automations saved us hours every week. No follow-up forgotten, no client lost.

    Giampaolo Spada

    Giampaolo Spada

    CTO, SmartSolutions

  • Finally a simple CRM in Italian that my team started using from day one. Zero training needed.

    Laura Pace

    Laura Pace

    Marketing Director, GreenFuture

  • Visual pipeline, integrated emails and proposals from the CRM. We replaced 4 different tools with just one.

    Paolo Barone

    Paolo Barone

    Project Manager, LogisticaPro

One system to manage all client-related work

Data, tasks, deals, and communications stay aligned in a single CRM. Less confusion, fewer tools, more control over daily operations.

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