FAQ

Tegrity Connect is an all-in-one CRM built for local service businesses like med spas, contractors, gyms, and real estate agents. It replaces the patchwork of separate tools (CRM, email, SMS, booking, pipeline, and payments) with one platform that works together.

Tegrity Connect is built for owners and operators of local service businesses with 1 to 50 employees. If you spend more time chasing leads in your inbox than serving customers, it is for you. We have industry-specific templates for our supported verticals; see the Solutions menu for the full list.

Tegrity Connect is built on GoHighLevel (GHL), which we white-label and customize for our clients. Rather than reinventing core CRM infrastructure, we put our energy into what makes the experience better for you: dedicated customer service, configurations tailored to your business, and hands-on onboarding support. You get a proven, actively developed platform with our team running it for you.

Most CRM platforms hand you software and leave you to figure it out. Tegrity Connect is done-for-you: we set it up, connect your phone and email, register your texting compliance, build your automations, and support you after launch. You get one platform for leads, follow-up, reviews, and payments, without needing anyone technical on staff.

Lead capture from every channel (forms, calls, chat, and social), a unified inbox, automated SMS and email follow-ups, real-time appointment booking, a visual sales pipeline, one-click payments, and reporting. Every plan includes unlimited contacts.

Yes. Tegrity Connect ships with pre-built workflows for each supported industry, and every workflow is fully editable. A drag-and-drop automation builder, custom triggers, and conditional logic let you mirror your exact process without writing code.

Yes. Native iOS and Android apps for both team members and customers. Field crews can update job status, mark deals won, and message customers from the truck. Customers can book, reschedule, and pay from your branded mobile app.

Tegrity Connect works alongside the tools you already rely on, like QuickBooks, Google Workspace, Outlook, and Stripe. It also replaces tools you may be paying for separately, such as Mailchimp, because email and SMS marketing are built in, which can save you a subscription or two. If we do not connect with a tool directly, Zapier covers most of the rest.

Yes. Business texting in the US requires A2P 10DLC registration with the carriers, and we handle that registration for you as part of setup. Your number is registered before campaigns go out, which protects your deliverability and keeps you compliant, with no forms or carrier back-and-forth on your end.

Yes. Tegrity Connect can automatically ask happy customers for a Google review after a job or visit, and you can read and reply to reviews right from the platform instead of logging into Google.

Yes. Your account can include a dedicated business phone line for calls and texting. If you miss a call, Tegrity Connect can automatically text the caller back so the lead does not go cold.

Three plans: Starter at $110/mo for solo operators, Business at $198/mo for growing teams (most popular), and Enterprise at starting $398/mo for multi-location businesses. Yearly billing saves about 10%. See the Pricing section on the homepage for full feature comparisons.

Yes. All plans are month-to-month with no long-term contracts. Cancel anytime from your account settings, with no calls and no retention pressure. If you prepaid annually and cancel mid-year, we refund the unused months pro-rated. One exception: the optional HIPAA Compliance add-on has a 12-month minimum term.

The Starter and Business plans include 4 seats, and you can add more as your team grows. See the Pricing section for the price breakdown of additional seats. The Enterprise plan includes unlimited seats.

Our Enterprise plan is built for multi-location operators with shared dashboards, location-level routing, and team permissions. Talk to sales for a walk-through.

If your business touches protected health information, your CRM has to meet a different standard. This add-on enables HIPAA safeguards across your Tegrity Connect account so you can run patient communication, scheduling, and billing in one system without working around it. It is $100 per month (or $1,200 per year) billed alongside your plan, with a 12-month minimum term.

What it covers:

• AES-256 encryption for your data at rest and in transit, with regular key rotation
• Role-based access controls, so staff only see what their role requires
• Enforced two-factor authentication for every user with access
• Detailed audit logs of user activity and record changes
• A Business Associate Agreement, signed as part of your onboarding
• Protection extends across contacts, notes, SMS and MMS, call recordings, emails, form submissions, appointments, invoices, and pipeline data

What you should know: This add-on secures the platform. HIPAA compliance for your practice also requires your own policies, staff training, risk assessment, and a designated compliance officer — we’ll walk you through what’s in scope and what isn’t during setup. Certain third-party integrations and AI features fall outside the platform’s coverage; we’ll review your specific setup before you go live. Activation takes 48 to 72 hours.

Most teams are fully live within 7 to 14 days. Standard onboarding is $175 and includes DNS and domain setup, SMS verification, setting up your profile with your business information, and an orientation of how to use Tegrity Connect. Services such as data migration and team training are available for an additional fee (below). You will not be left to figure it out alone.

Yes. Our Migration service moves your contacts, deals, notes, and historical activity from Salesforce, HubSpot, GoHighLevel, Pipedrive, Zoho, Boulevard, and most other CRMs. It is a paid service starting at $500, with no downtime and no data loss.

Email and chat support during business hours on all plans. The Business plan adds priority support and phone access. The Enterprise plan adds a dedicated Customer Success Manager.

Every plan includes live group onboarding. Our standalone Training service is $750 per cohort and adds role-specific tracks for sales, ops, and leadership, with recorded sessions for new hires.

Yes, as an add-on. We can add an AI employee to your account that holds text conversations with leads, answers common questions, and books appointments day or night, including texts, chats, and Facebook messages when you cannot pick up. Our team builds and trains it around your business, so it sounds like you and knows your services, and we quote the setup based on what you want it to handle. To see if it fits your business, contact us at support@tegrityconnect.com.

Your data is hosted in secure U.S.-based cloud infrastructure on Google Cloud Platform (GCP) and Amazon Web Services (AWS). The platform is built on SOC 2 Type II certified infrastructure, encrypts data at rest using AES-256, and encrypts data in transit using TLS 1.2 or higher (including TLS 1.3 where supported). Role-based permissions let you control who can access your data.

Yes. You can export your contacts, deals, and history as a CSV at any time. If you ever leave, your data goes with you.

Faster follow-up and fewer dropped leads, often visible in the first month: missed calls get texted back, new leads get an immediate response, and review counts climb. Results vary by industry and volume, and we are glad to walk through what similar businesses have seen.