Every customer record, everything they have done.
Contact info, conversations, deals, invoices, support tickets — one record, one timeline. No more swivel-chairing between five apps to answer a simple question.
Stop paying for — and switching between — a stack of tools that don't talk to each other. Tegrity Connect brings your CRM, email marketing, SMS, scheduling, and pipeline into one clean platform. Less software bloat, lower costs, and one source of truth for every customer.
I highly recommend Tegrity Connect as your all-in-one go-to for marketing a small business. I'd never used a CRM before, and it's helped me streamline my marketing and sales tracking in one place. From social media to surveys to online scheduling — I'm getting a lot out of this app.
Turn on CRM, email, SMS, scheduling, pipeline, and payments — or just the ones you use today. Pay for one platform, not five.
Google, Stripe, QuickBooks, Slack, Zapier — native integrations keep your existing tools talking to your new CRM.
Bulk import contacts, deals, and history from spreadsheets or your old CRM. We help you map fields so nothing gets lost.
Built-in templates and a familiar interface mean your team is productive on day one, not month three.
Contact info, conversations, deals, invoices, support tickets — one record, one timeline. No more swivel-chairing between five apps to answer a simple question.
Native connections to Google, Stripe, Zapier, and 50+ other platforms. Keep the apps that work, replace the ones that do not.
Most teams import, set up, and go live in under a week with onboarding help.
That’s the most common starting point. Most customers begin with the CRM, pipeline, and conversations — then layer on automations, AI, and campaigns as they’re ready. You don’t pay extra to grow into the platform; everything in your plan is available from day one.
Most small businesses we work with were paying $300–$800/month across separate tools (CRM, email marketing, SMS, scheduling, ticketing) before switching. Our Business plan at $198/mo replaces all of those with one connected platform — and your team only has to learn one interface.
Absolutely. Tegrity Connect integrates with the tools you’re already using — your accounting software, your payment processor, your favorite apps. The goal isn’t to force a rip-and-replace; it’s to make everything you do flow through one connected workspace.
It comes with you. We offer paid data migration services to move your contacts, conversation history, and pipeline data into Tegrity Connect cleanly — so you don’t lose context when you switch. Most migrations are done within the first week of onboarding.
Book a 20-minute walkthrough. Bring your real questions — we'll show you exactly how this works on a sample account.